In DealPOS, we can input customer names when making sales transactions and manage Loyalty Points. However, there might be a chance where cashiers forgot to input the customer name in the sell menu. This article explains how to enable a toaster notification (alert) if the customer name is not entered when creating a sales transaction.
I. Setup Configuration
Step 1. Go to Setting, click on Search Setting, and Type "Reminder" then Click the Result
Step 2. Set Customer Not Assigned Reminder to "Yes" then Click Save
II. Create a Sales Transaction in the Sell Menu
Step 1. Go to Sell and Create a Transaction
If the customer name is left blank, a toaster notification (reminder) will appear and prompting you to enter the customer name.
Step 2. A Reminder Toaster will Appear, Prompting You to Enter the Customer Name
Notes:
If you select "Yes", you will be redirected back to the transaction to input the customer name.
If you select "No", the transaction will proceed to the payment menu.
Related Articles
Combine two or more customers into one using the merge feature: Merge Customer
Transaction reports by customer: Sales Report by Customer
Bulk import of customer contacts: Import Bulk Customer/Supplier
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.