If you have many outlets, and you want to place your customers in each outlet, you can use this feature. This feature makes it easier for you for each outlet to make sales based on the customers in the outlet so that there are no customer input errors when making sales. You can limit the access of customers at certain outlets.
The following are the steps to use the exclusive member for outlet feature on DealPOS.
Table of Content :
I. Contact
II. Results
I. Contact
Step 1. Select customer that you want to give outlet restriction
Step 2. Edit customer data that you want to set restriction
Step 3. Choose exclusive outlet on membership sub-menu to assign the outlet, then save
II. Results
Whenever you selling at other outlets the customer that you have to assign an exclusive outlet shouldn't appear.
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add new sales person, you can check this article Add New Sales Person
To add customer and suppliers in bulk, you can check this article Import Customer / Supplier
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
If your customer turns out to be your supplier too, you only need to make 1 contact, you can check this article Assign Customer Contact as Supplier
