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

Owned by Peter Drill
Last updated: Mar 16, 2016 by John Nairn (Unlicensed)

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

National Account sales will need to be manually reported. The national account Id is just information that can be used to filter a report.

Local Buys

Local Buys customers must first be set up as a National Account using the steps above.

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

Local buy sales will need to be manually reported. The national account Id is just information that can be used to filter a report.

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