If you have many outlets, and you want to place your customers in each outlet, you can use this feature on DealPOS. This feature makes it easier 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 :
Step 1. Go to Contact (Customers Tab), then Choose Any Customer
Select the customer that you want to give outlet restrictions to.
Step 2. Click Edit
Edit customer data that you want to set restrictions.
Step 3. Assign Customer to Exclusive Outlet, then Click Save
Choose the exclusive outlet on the membership sub-menu to assign the outlet, then save.
Step 4. Make Sales Transaction to View the Result
Whenever you sell at other outlets the customer that you have to assign an exclusive outlet shouldn't appear.
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add a new salesperson, you can check this article Add New SalesPerson
To add customers 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