Overview

Key Features

Cards are used to keep track of information about an organisations that are of interest to your business. Some of the key information on cards include address and contact information, as well as settings about how transactions for the card are used within Readysell. Transactions use cards to identify the customer or supplier details where required. Cards control the flow of transactions and display the balances and open items that result from transactions.

Cards can be either customers, suppliers, manufacturers, prospects or any combination of these:

A customer is a person or company to whom you have supplied goods for payment.
A supplier is a person or company from whom you have purchased goods on credit.
A manufacturer is a person or company that produces goods.
A prospect is an organisation with which you want to build a future customer relationship.
A contact is a card that is not flagged as being a customer, supplier, prospect or manufacturer.

For Office Brands stores:
Customer cards can automatically send up to Org Admin/Web Admin using the button Send To Web (whether it sends only to Org Admin or both Org Admin and Web Admin will depend on what settings your store has with Office Brands/your website.

If you have "auto approval " turned on, it will go straight into Web Admin
if you have "manual approval", you'll need to approve through Org Admin

Salesperson.

There are two ways of reporting on a Sales Person.
You can report on the Sales Person that was active at the time the sale was completed. The name of this field is 'Sales Person'.
You can report on the sales person currently on the card irrespective of whether you have changed it or not. The name of this field ' Customer Primary Sales Person'.

Getting started

The topics in this section provide you with information about how to use the Cards functionality within Readysell.

Reference

Buttons

Refer to Common Buttons

Image	Field	Reference
	Merge	This action will merge selected cards. When merging customers be aware that the customer contracts change also. Select/ Highlight the two customers that you want to merge Click on the Merge button a confirmation box will appear. Click Yes Show me Merge card action box will appear Show me From the the merge cards action list you can select the card you would like to merge into from the two you selected Select the Card To Merge (This should be the card you want to keep. If you have any details from the old card you wish to keep, make a note of them and manually key them back in after the merge) Click on OK In cards you will only see the card that was the Card To Merge. Search for that card In the notes tab you will see a message e.g: Customer 00086 (KW AUTO ) merge with manufacturer 00082 (SAMARK ELECTRICAL)
	View Variant options	Filter with the options availble
	Related	From here you can view related actions if they exists (i.e.: sale backorders, sale orders etc)
	Send to Web	A web service will import new customers that register on WebX. When customer details are added or modified in Readysell, this button updates card fields on the web in real time.
	Notes	You can add notes to the card, there is another filter for All Notes and Active Notes. You can archive notes in cards. You can't delete notes in closed periods only open periods. When you add notes from here click on refresh and it will automatically add it to the notes tab as well.

Fields

Field	Description
Card ID	This is a unique code that identifies the card
Card Type	This field allows similar cards to be grouped together for payment runs, reporting and so on.
Status	The current status of the card, default is active. Account Closed- The card is no longer trading. But is visible on list views. Cannot be set to Account Closed if there are outstanding open items. Active- Customer card is active for use. This is the normal status for accounts that are currently trading. Archived- Acts like the card is deleted. This is more extensive in hiding the card from view than just closing the account. The card is not viable on searches or most list views. You have to expressly select a display archived cards list view to display archived cards. Note. A charge to account cannot be archived (an error will appear- 'The charge to card must not be archived'). Cannot be set to Archived if there are outstanding open items. On Stop- This status can be used if you want to put a customer on stop for whatever the reason may be. (Eg account overdue). You will be able to save a sales order, however, it can only be released by a user with sufficient permissions. There has been a focus on making this On Stop status rule over the sales orders. So that the sales order will not release unless someone manually releases it or if the card is taken off On Stop then the sales order on hold because of it will then come off hold/off stop. Cannot be set to On Stop if there are outstanding open items.
Name	This shows the name of the customer, supplier or manufacturer.

Required fields on cards for customers are Card ID, Delivery address, customer payment and card name the fields will be highlighted in yellow. A red X appears on the fields or the tab header (required field)

The cards screen in Readysell covers aspects of interaction with customers, suppliers, prospects, manufacturers and other contacts and also encapsulates settings for your relationship with these cards. As such, there are many aspects to be covered and they have been split up into the topics below based on the corresponding tabs on the cards screen.

Readysell 8 Help

Cards

Overview

Key Features

Salesperson.

Getting started

Setting up and Running of Customer Statements

End of Month Procedures

Trial Balances

Reference

Buttons

Fields

See also