Getting started with cards

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

• Finding a card
• Creating a new customer
• Creating a new supplier
• Creating a new manufacturer
• Customer history
• Adding a card address
• Using card favourite products
• Creating a new transaction from a card
• Setting customers up for one invoice per order
• Setting customers up for batch invoicing one invoice for the month
• Deleting or archiving a card
• Adding a overseas address
• Sending a new customer and new user to the website
• Checking Customer Balances
• Maintaining and Archiving Addresses
• Setting a custom invoice layout for a customer
• Setting Up Head Office with Children accounts
• Adding support for a balance forward customer statement
• Adding a default customer order to customer card
• Prepopulating Carriers from Card Addresses to Sales Order
• Cost centres and how to handle them with customer cards
• Setting up local buys
• Checking Supplier Balances
• Customer & Supplier Ageing
• Setting up & handling of Non Stock Suppliers
• Readysell 8 CRM
• Reprinting or resending a supplier remittance

Setting up and Running of Customer Statements 

Statement delivery methods
Statement of account
Statement of Account (with Remmittance)
Setting up automatic email of statements
Sending customer statements using an email batch via Email and/or SMS

End of Month Procedures

Customers End Of Month Procedure
Suppliers End Of Month Procedure

Trial Balances

Customer Trial Balance (Summary)
Supplier Trial Balance (Summary)
Checking Supplier Balances
Checking Customer Balances