Setting up a customer for National Account and/or Local Buys

National Accounts

1. Obtain the National Account ID for the account you wish to set up from Office Brands
2. In Readysell, go to Relationships > Cards
3. Find and select the card you wish to set up
4. Go to the Settings tab
5. Go to the Customer sub-tab
6. Enter the National Account ID into the National Account ID field
7. Save your changes

Local Buys

Local Buys must be defined on a Readysell contract.

1. In Readysell, go to Relationships > Contracts
2. Find and select the contract you wish to set as local buy and create a new version (or create a new contract from scratch)
3. Go to the Settings tab
4. Check the Local Buy check box

5. Save your changes

Excluding certain product categories from National Account/Local Buy reporting

You may have particular categories that are not eligible for Local Buy or National Accounts. Readysell cal automatically ignore these when reporting National Account/Local Buy sales.

1. In Readysell, go to Administration > Advanced > Tasks
2. Find and select the "Office Brands End of Day Sync" job
3. Click the Parameters tab
4. For the "NationalAccountLocalBuyExcludedCategories" parameter, enter a semicolon delimited list of the categories you want to exclude, for example: INDUSTRIAL;WORKWEAR