Relationships Training Guide

Assumed Knowledge

Before you attempt the Relationships training guide, you must complete:

The Readysell overview training guide

The skills covered by the training guide segments listed above are taken as assumed knowledge. Do not proceed with this segment of the training guide until you have reviewed the training guide segments listed above and successfully completed the skills test at the end of those earlier training guide segments. You can't successfully complete this segment of the training guide without the skills covered in those earlier segments. There are no effective short-cuts! Don't sell yourself short by skipping those essential skills.

Follow On Training

Once you have completed the relationships training guide, please consider completing the following modules:

Contract Prices And Quantities Training Guide

Cards Overview

Cards

Key Features

Cards are used to keep track of information about an organisations that are of interest to your business. Some of the key information on cards include address and contact information, as well as settings about how transactions for the card are used within Readysell. Transactions use cards to identify the customer or supplier details where required. Cards control the flow of transactions and display the balances and open items that result from transactions.

Cards can be either customers, suppliers, manufacturers, prospects or any combination of these:

A customer is a person or company to whom you have supplied goods for payment.
A supplier is a person or company from whom you have purchased goods on credit.
A manufacturer is a person or company that produces goods.
A prospect is an organisation with which you want to build a future customer relationship.
A contact is a card that is not flagged as being a customer, supplier, prospect or manufacturer.

For Office Brands stores:
Customer cards can automatically send up to Org Admin/Web Admin using the button Send To Web (whether it sends only to Org Admin or both Org Admin and Web Admin will depend on what settings your store has with Office Brands/your website.

If you have "auto approval " turned on, it will go straight into Web Admin
if you have "manual approval", you'll need to approve through Org Admin

Salesperson.

There are two ways of reporting on a Sales Person.
You can report on the Sales Person that was active at the time the sale was completed. The name of this field is 'Sales Person'.
You can report on the sales person currently on the card irrespective of whether you have changed it or not. The name of this field ' Customer Primary Sales Person'.

Relationships and Cards Video Training

(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )

Watch those training videos on relationships and cards:

Key Relationships Skills

From the navigation panel, select Relationships. Then select 'Orders'. From the list view you need to know how to complete all the basic actions below. You should then learn how to complete all of the advanced processes.

Basic Relationship Processes

Star Rating	How To	Skill	Video
*****	Reviewing imported addresses sales are delivered to the right address	Select the 'Addresses' view from 'Relationships' section of the navigation menu. Correct the suburb if it is blank or incorrect and the checkbox ticks for delivery address in particular.
*****	Reviewing imported contacts ensures invoices, remittances and statements are emailed to the right person	Select the 'Contacts' view from 'Relationships' section of the navigation menu. Correct the checkbox ticks for sales, purchasing and accounts contacts
*****	Viewing only customer or supplier cards	Select the 'Current Customers' view from the pull down list above the card list view to view only customers. Select the 'Current Suppliers' view from the pull down list above the card list view to view only suppliers.
*****	Finding a card	Use the 'text to search (Search) field at the top right of the window or enter the cardid or name on the filter row above the card list.
*****	Creating a new customer Creating a new supplier	Click on the new button, set 'is customer' to checked for customers or 'is supplier' to checked for suppliers. Enter an address and a contact. Adjust settings on the settings tab.
*****	Select card balances from the list of view variants	From the card list view, select the views list on the ribbon menu and select the "customer balances" or "supplier balances" list. A list of customer balances including totals will display. Contact details are shown on the right of the list. You can modify the list and save it as a view variant.
*****	Customer history	Find a customer. Click on the 'Customer History' button. Drag the tabs around to suit your preferred customer history layout.
*****	View who made changes to a card	All changes to cards are logged on the audit trail. Click on the 'Tools' menu at the top of the screen. Then click 'Audit Trail'. A list showing which user changed which fields on the card and the date of each change will be displayed.
****	Sending a new customer and new user to the web	When you add a new customer to your Readysell, rather than have to go to Org Admin and manually set the customer up, you can actually let Readysell send it up for you using the button Send To Web
****	Quickly enter a payment using the pay button	Select 'Customer Open Items' or 'Supplier Open Items' on the 'Status' tab. Highlight the open items to be paid. Then click the 'Pay' button above the open item list.
****	Contract Prices And Quantities Training Guide	Click on New, change the start and end dates, add in products and pricing and select if ex or inc gst, add any customers to get the contract, change the workflow status to Active and click on Save. Select the contract, click on New Version, make changes, change the workflow status to Active and click on Save.	See Contract Prices And Quantities Training Guide
*****	Messages	Messages shows you what has gone out to the customers and suppliers from your site and what has come back in from your customers and suppliers to your site. Lets you know if something was sent and whether it was successfully sent or failed to send.
*	Merging two cards	Highlight two cards. Click the 'merge' button. Select the card 'Target' you wish to merge into.
*	Entering customer payments, debit and credit transactions	Find a card. Click on the down arrow below the 'new button'. Select 'Customer/Supplier Debit','Customer/Supplier Credit' or 'Customer/Supplier Payment'. After entering the transaction, click on 'Finalise and Allocate'. When the allocation displays, finalise the allocation.
*	Print a customer statement	Highlight the customer/s to be printed. Click on 'Show in Report'. Select 'Statement of Account'.
*	Print a customer/supplier trial balance	Select the 'Current Customers/Suppliers' view. Hold down the 'CTRL' key and press 'a' to select all customer/supplier cards. Click on 'Show in Report'. Select 'Customer/Supplier Trial Balance (Summary)'.
*	Deleting or archiving a card	Ensure the card balance is zero. Click on the 'Status' pull down list. Select 'Archived' which is like deleted, 'On Stop' to leave the card visible but stop posting sales or 'Account closed' to close the card but leave it visible. Optionally set the customer end date to record when the account was closed.