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 DealPOS 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 the 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 | Customer/Supplier Code | string | Member-01 |
Title | Gender | string | Mr |
Name* | Customer/Supplier Name | string | John |
Address | Customer/Supplier Address | string | Muara Karang B5 No.51 |
Phone | Customer/Supplier Mobile Number | numeric | +62214598877 |
Mobile | Customer/Supplier Phone Number | numeric | +628765544332 |
Fax |
| numeric | 2129222999 |
Customer/Supplier Email | string | ||
Birthdate | Customer/Supplier Birthdate | date(dd/mm/yyyy) | 31/12/1990 |
Status | Status (Active, WaitingForApproval, Suspended) | string | Active |
Outlet | Registration Outlet Name | string | Outlet 1 |
Group | Customer/Supplier Group Name | string | Silver |
MemberIdentification | ID Card Number | string | F 7802033 |
Gender | Gender | string | Male |
LoyaltyPoint | Loyalty Points | numeric | 150.000 |
City | Customer/Supplier City | string | Jakarta |
LastName | Customer/Supplier Last Name | string | Doe |
SalesName | Salesperson Name | string | Maria Sales Team |
LoyaltyPointExpiryDate | Loyalty Points Expiry Date
| date(dd/mm/yyyy) | 31/12/2030 |
Pricebook | Name of the Pricebook created for a specific customerr | string | Special Price |
(*)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
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).