Readysell Overview Training Guide

Assumed Knowledge

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

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.


The aims of the Readysell 8 training guide/check-list include:

  • Detail minimum set of skills required to operate the Readysell system.
  • Break up training into manageable segments.  Each of which can be completed in a few hours.
  • Provide a means of gaining evidence to confirm the participants have learnt the required skills covered by each training session.  After each training session you will be asked to complete some review exercises.

The training checklist is:

  • Intended to cover the core functionality required to use the Readysell software.
  • Is not intended to cover the entire Readysell system.  Once you have mastered the core functionality covered by the training guide you will know enough for your business to start live operation using the Readysell program.
  • Additional question and answer sessions, use of the online manual and detailed training in specific areas may be desirable after you have covered the material in the training guide.
  • Used to guide Readysell training sessions.
  • Designed to be read in conjunction with the Readysell online manual and online training videos.
  • Editable.  You can copy the training checklist.  Then add your own notes and comments to your copy.

Training outside the checklist:

  • Additional question and answer sessions, use of the online manual and detailed training in specific areas may be desirable after you have covered the material in the training guide.  Questions will be raised during the training sessions.  It would not be practical to cover all the details in training for all sites.  So additional question and answer sessions will be required to cover details outside of the scope of the training checklist.
  • The training guide is focused on topics normally required to start a successful conversion.  For example the training checklist does not cover stocktakes in great detail.  There is a link to the manual to get more detail.  Stocktakes are not normally required on the first day after conversion.  We normally provide more detailed training on stocktake closer to the date when the first stocktake is to be performed.

The system overview session should give the participants a good general understanding of the Readysell system.  By the end of this session participants should be able to:

  • Use the Navigation panel,
  • Understand how lists, detail views and common buttons are used in Readysell,
  • Search for records in lists,
  • Customize lists,
  • Customize detail views,
  • Know the different kinds of reports used in Readysell,
  • Run reports from lists and the reports navigation menu,
  • Create users and operators 

Readysell Overview Video Training

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

Watch the following videos covering an outline of the overview training module:

Overview Of Readysell Key Skills


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How To


*****Using the help system

You can access the help system by, Pressing the F1 key or clicking the '?' button that appears on the ribbon on all screens. The help page displayed will be for the currently highlighted tab. Allowing help to vary depending on which tab you currently have highlighted

*****Using the Navigation Panel

 The navigation panel normally shows on the left hand side of the window. It can be set to hide when not required using the pin button near the top right hand corner of the navigation panel. If the panel is hidden, moving your mouse to the left of the screen will cause it to display. The navigation panel can be closed, normally this is not intentional. It can be made visible again using the panel button on the view tab on the ribbon. The navigation panel can be moved from the left of the screen and treated like just another tab. There is a navigation button on the tools menu on the ribbon which you can use as a alternative to the navigation panel, it has all of the same features displayed. You can search inside the navigation panel using the auto filter row at the top of the panel

*****Using List Views

List views allow columns to be added using the column chooser by right clicking the list view heading, searching using the auto filter row being the first row below the list header, %can find a single word anywhere in a column, full text search on the ribbon is the best list search, lists can group on a column/columns, can have report subtotals and totals.

*****The Ribbon Menu Shown At The Top Of The Screen

The ribbon menu at the top of the screen does not just show common buttons. It allows you to delay saving records when you have lots of changes to make, log a support ticket with Readysell, chat with Readysell support, copy your screen layouts to other users, restore the Navigation panel if you close it, change the look of your Readysell and a number of other useful features.

*****Understanding the common buttons you will use all the time

Readysell using the same buttons throughout the system. You need to understand that the "New" button creates a new record

*****Using Detail Views

Detail views are the screens of data that show to the right of the list views and are used to show information for new records.

List view can be changed to suit your requirements. You don't need to involve programmers just to make new versions of your Readysell lists or change how the lists look and work : 

Detail views can also be changed so suit your requirements. To do so right click anywhere on the detail view and select 'Customize layout'. You then add tabs and drag fields around the screen to layout the page as you like.

*****Entering Transactions

Transactions typically have a header and lines, for example sale orders are transactions, transaction numbers are zero until you save, status is 'POSTED' when transactions are finished and can't be changed, totals of lines display above the lines in the header unlike most systems that show line totals below the lines. Batch transactions don't allow you to add lines, the system extracts them, such as for mass email of statements.


You can produce reports in a number of ways, from live lists, send and show in report buttons on lists and from the three kinds of reports in the reports module. In summary the reporting options include:

    • Changing the live lists to group, subtotal and total as you like, then saving the modified list as a view variant so you can use it again later
    • Using the quick 'Send To' or the move flexible 'Show In Report' buttons on lists to display highlighted rows from a list in a report
    • Select the reports module from the navigation and use:
      • New or existing list reports to display any information in the system as a list, even if it is not on any list on the navigation menu
      • Form reports flagged as executable to run traditional ERP reports like trial balances and statements
      • Analysis reports to slice and dice your data any way you like to produce sales commission reports and low performing product lists. Analysts reports show as a cross tab layout with one criteria such as sales person down the page and another criteria such as sales per month as columns across the page

See also:

*****System Administration

The most important features in system administration include:

  • Users, which defines who can use the system
  • Roles, which define what each user can do once they access the system
  • Product categories, that control how your products link to your financials and how your sales are analysed

See also:


Highlighting exceptions on lists with bold colours and fonts using conditional list formattingYou can right click on the heading of any list and select conditional formatting. This allows you to colour code your information by factors such as date overdue, excessive stock, last sale date etc. Conditional formatting can automatically alert you to exceptions that need to be followed up.