Readysell training quick start guide

Optional Preliminary reading

• Common Concepts

Creating and editing customers

• Creating a new customer
• Setting up Web ID and Web Customer Name for a customer

Creating products

• Creating a new product

Sale order entry

• Entering and processing a sale order

Sale order picking and invoicing

• Creating a picking slip for a sale shipment
• Scan checking a sale shipment
• Sale Back Orders

POS sales entry

• Entering and processing a sale shipment

Balancing POS tills at the end of the day

• Entering and declaring a cash count and ending shifts at end of day

Purchase order entry

• Entering and processing a manual purchase order
• Sending an ACCO order via EDI

Purchase stock receipt

• Receipting and invoicing ordered goods using a purchase receipt
• Scan checking purchase receipts

Automated purchasing

• Tips on implementing automatic purchasing

Entering customer payments

• Customer Payments Training Guide

Entering supplier payments

• Supplier Payments
• Generating supplier payments using a supplier payment run

Warehousing

• Understanding automatic warehousing

Emails

• Email Batches

Printing customer trial balance and statements

• Statement of Account
• Customer Trial Balance (Summary)

Mobile app

• Introducing customer to the Readysell Mobile App

System administrators only

Setup document printing for your POS or other sale entry workstations

• Workstations

Reviewing Data

• /wiki/spaces/INT/pages/26018291

Downloading the try Readysell program

• Downloading the try Readysell program

For service sites only

• Service/Machines Initial Setup Checklist
• Service Training Guide
• Setting up your site if you have no stock recorded in your computer

Further Reading

• Readysell onboarding project training webinars
• Onboarding training webinar 6 Understanding the training documentation and practical training process walkthrough
• Readysell Training Guide
• Readysell User's Guide