If the store has many customers and suppliers, then you need to save their contact database so that when you make a sale you can directly enter their contact name in the invoice.
In DealPOS to make it easier for the owner, customer and supplier data can be entered in bulk into the DealPOS system. Bulk Operation Import Customer Using CSV(Comma Delimited) format files.
Step 1. Go to Contact (Customers Tab), then Click Import
Step 2. Click Download Sample
Download sample used to get CSV sample file that supported format.
Step 3. Open CSV File, then Submit Customer Data
Open sample CSV file and fill with you new data entry.
Step 4. Save File
Save file using CSV (Comma Delimited) format.
Notes :
Name of files is doesn't matter, you can rename the file if you want as long as the type is CSV (Comma Delimited).
Step 5. Choose File, then Upload File
Choose file and browse the saved data that you have been save then upload.
Column Properties :
Import Customer / Supplier Column Properties Index
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 option of the Status (Active, WaitingForApproval, Suspended) | string | Active |
Outlet |
| string | Outlet 1 |
Group |
| string | Silver |
MemberIdentification | can be filled with nationality id or passport | string | F 7802033 |
Gender |
| string | Male |
LoyaltyPoint | you need to activated the loyalty point system on 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
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer
To add new sales person, you can check this article Add New Sales Person
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
To add member exclusive for 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
