News

Recently we have had a number of customers enquire about the loyalty points system built into Readysell. This system allows your customers to accumulate loyalty points as they spend with you and then redeem these points at a later time as a form of tender.

To help increase awareness and adoption of this feature we have created some documentation that covers how to set up and use the loyalty points system. You can find the document in the Downloads Section of our web site.

Readysell Mobile is Readysell’s software for Windows CE based mobile barcode scanning units for use in warehouse situations. We have recently added a new feature to this software – Stock Put Away.

Stock Put Away is a process that can take place after receipting goods. It allows you to scan each received item and then validate it is taken to the correct warehouse location. This feature can be used to reduce errors occurring when new stock is received.

You can find out more about this feature by reviewing the updated ReadysellMobile User Guide in the Downloads Section of our web site.

Readysell has been supporting integrated EFTPOS via the PC-EFTPOS software for a number of years. But did you know that you can now submit these EFTPOS transactions to your bank via your existing Internet connection? This new techology is called the “IP Communications Gateway” and it removes the requirement for having a special modem and an extra phone line for your EFTPOS devices.

For our customers who have moved to this technology, we have a document available in the Downloads section of our web site called “PC-EFTPOS IP Communications Gateway Installation Guide” that outlines the steps required to set up your integrated EFTPOS with the IP Communications Gateway. If you would like more information about the IP Communications Gateway, please drop an email to support@readysell.com.au.

Readysell offers integrated EFTPOS as a way to decrease mistakes and increase efficiency when processing EFTPOS transactions at the Point of Sale. But did you know that you can also use the Integrated terminals for MOTO (Mail Order and Telephone Order) transactions?

A MOTO transaction allows you to accept an EFTPOS payment without using the physical card. We now have a document available in the Downloads section of our web site called “Manual Card Entry for Integrated EFTPOS” that outlines the steps required to process MOTO transactions on your integrated devices.

Please Note: This procedure only applies to customers with integrated EFTPOS units.

As a follow-up to last week’s refresher on Once-a-Month Invoicing, we now have a document covering the customer order process available in the Downloads Section of our web site. We look forward to your feedback on the document and hope it assists in training your staff to use the Once-a-Month invoicing process.

The following new Readysell Reports are now available.

These can be found in the “Readysell Report Wizard” accessible from the Main Menu of your Readysell program.

For those who are not using or not familiar with the feature, here is a quick refresher course on Once-a-Month Invoicing.

SALSTK, SALMTH and SALONE Rules

1. ‘One Invoice per customer order’ flag – this flag can be controlled in two ways.  There is a system reference and if this is turned on, then once the customer order no is complete (i.e. no back orders) a SALONE will automatically be generated (the order numbers given by the customer must be unique for each order). If the system reference is off, then a process needs to be run to generate the SALONE. The manual process can be run either at end of month or anytime if the customer order no is monitored. There is also a button within sales, where by this process can also be run manually.
2. Within this feature for SALONE (once invoice per customer order) there is the option to override what is on backorder and process the SALSTK that have been completed.  Leave this up to your discretion.
3. ‘Once Invoice per month’ – If this flag is on (this is on the customer only), a SALMTH is generated whenever you run the process usually not till end of month.
4. SALSTK transactions represent delivery dockets accompanying goods that are being delivered to customers. They reduce stock on hand but do not go to trade debtors until the end of month that is SALONE and SALONE.
5. SALONE and SALMTH are an accumulative of SALSTK and post to the trade debtors GL account once the process is run.

General Ledger Effect on SALSTK, SALONE and SALMTH

SALSTK: See break up below (ignore figures it’s a test run)

SALMTH and SALONE: See break up below (ignore figures it’s a test run). Both have the same dissection GL affect.

Setting up Once-a-Month Invoicing

Below in point form is the steps that need to be followed:

1. Set up Delivery Docket Layout (to be done by Readysell)
2. Assign layout to the registers (Readysell to do)
3. Set Up General Ledger Account and System Reference (Readysell to do)
4. For each customer that you wish to have ‘One Invoice Per Month’ or ‘One Invoice Per Customer Order’ the flag needs to be turned on.  (To be done by the Client).  Only 1 flag can be assigned to each customer account not both.  See screen print below, on the 2 General Tab in Changing a Customer.
   
5. At the end of each month a Manual process is run to generate the ‘One Invoice per Month’
6. If you have the customers set to ‘One Invoice Per customer order’ you have a choice to allow the system to generate the Invoice once the customer order reference number is completed or you can run a manual process at the end of the month. A System reference controls this.  The client needs to let Readysell know which way they would like to control One Invoice Per Customer Order.

How it Works

When selling to a customer that has one of the above flags on, a ‘SALSTK’ transaction Code is generated and the goods go out and are printed on a Delivery Docket.

At the end of the month, a process is run (once again depends on which flag is turned on for the customer) and a SALMTH transaction code is generated which is an accumulative of all the Salstks for the customer for the month.

The customer pays on the SALMTH not the SALSTK.

What Next?

If you are ready to commence with either ‘Once Invoice Per customer order’ or ‘Once invoice per month’ you need to let Readysell know so that the above first 3 steps can be set up before you start flagging the customer file. Also Readysell will explain/and train you on the difference between ‘One Invoice Per Month’ and ‘One Invoice Per Customer Order’ and how they work.

NOTE WELL: PLEASE DO NOT TAKE THE FLAG OFF FOR ‘ONCE A MONTH INVOICE’ IN THE MIDDLE OF A MONTH. IF YOU WISH TO CHANGE THE STATUS OF THE CUSTOMER PLEASE MAKE SURE THAT YOU DO SO AFTER YOU RUN THE PROCESS TO UPDATE THE SALSTK TO ONE INVOICE SALMTH.