Overview

The Favourites feature allows you to make a list of products that a customer often buys. You can access a customer's list of favourites on the Favourites tab of the Card Detail screen.

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Before sending Favourites to the web you will need to have at least one contact with a web ID
The favourites will only send up for those web IDs on that card that has favourites
Readysell is only able to send up 100 products from the favourites list

Automatically detecting favourites for a customer

Navigate to the customer's card.
Click the Favourites tab.
Click Extract Products. The Extract Products window displays.
Enter the start date, then click OK. Readysell will add all the products that the customer has ordered since the start date.
By default, all order quantities are zero. For each product, you will need to change the Unit Quantity Ordered to be the number of this product that the customer usually orders.
Click on button Save
Click on button Send Favourite to Web click yes to override any faviurites previously sent to web.

Adding a favourite product manually

In the Favourites tab, click New. A new row will be added to the table.
Enter the product name, or select it from the list.
Enter the quantity that the customer usually orders.
Click Send Favourite to Web click yes to override and faviourites previously sent to web.

Deleting a favourite product

Tip

If a customer no longer orders a product, you can delete it from the list of favourites.

In the Favourites tab, select the product in the list. You can select more than one product at a time.
Click Delete.
Readysell will ask you to confirm your action. Click OK to delete the product, or click Cancel to return to the Favourites list without making any changes.
Click Send Favourite to Web click yes to override and faviourites previously sent to web.

We create a favourites list called "Default Favourites" on the web which we upload and override each time. Below is an image from the web.

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Creating a sale order from favourite

Refer to Creating Sale Order from Customer Favourites for more details.