If the store has many customers and suppliers, you need to save their contact database so that when you make a sale or purchase you can directly enter their contact name in the customer invoice/supplier bill.
You can input the customers and suppliers data by using bulk operation into your Deal POS system. The Bulk Operation for customer and supplier is using Import CSV(Comma Delimited) format files. To input the customers and suppliers data by using bulk operation, you can follow the steps below:
Step 1. Go to Contact (Customers/Supplier Tab), then Click Import
Step 2. Click Download Template
Download the Template to get the CSV sample file.
Step 3. Open the CSV File then Submit Customer/Supplier Data
Open the downloaded CSV file, then fill in the columns according to the customer/supplier data that you want to upload into the system.
Step 4. Save File
Save the file using CSV (Comma Delimited) format.
Notes :
The name of the files doesn't matter, you can rename the file if you want as long as the type is CSV (Comma Delimited).
Step 5. Click Browse File then click Next Button
Choose the saved CSV file then upload the file.
Then it will display a preview of the contact data that you've uploaded
Upload Complete
Column Properties:
Column | Description | Data Type | Example |
Code |
| string | Member-01 |
Title |
| string | Mr |
Name* |
| string | John |
Address |
| string | Muara Karang B5 No.51 |
Phone |
| numeric | +62214598877 |
Mobile |
| numeric | +628765544332 |
Fax |
| numeric | 2129222999 |
| string | ||
Birthdate |
| date(dd/mm/yyyy) | 31/12/1990 |
Status | 3 options of the Status (Active, WaitingForApproval, Suspended) | string | Active |
Outlet |
| string | Outlet 1 |
Group |
| string | Silver |
MemberIdentification | can be filled with a nationality id or passport | string | F 7802033 |
Gender |
| string | Male |
LoyaltyPoint | you need to activate the loyalty point system on the outlet configuration | numeric | 150.000 |
City | created the city option in contacts properties | string | Jakarta |
LastName |
| string | Doe |
SalesName |
| string | Maria Sales Team |
LoyaltyPointExpiryDate |
| date(dd/mm/yyyy) | 31/12/2030 |
(*)is required
Related Articles:
To add new customers and suppliers individually, you can check this article Add New Customer
To add a new salesperson, you can check this article Add New SalesPerson
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
To add a member exclusive for an outlet, you can also check this article Member Exclusive for Outlet
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
