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Import Bulk Customer/Supplier
Import Bulk Customer/Supplier

How to import customer / supplier data or importmation through Contact Menu.

Teguh Warsono avatar
Written by Teguh Warsono
Updated today

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.
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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

Download Sample file CSV

Step 2. Click Download Template

Download the Template to get the CSV sample file.

Download Sample

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.

Buka file CSV lalu diedit datanya

Step 4. Save File

Save the file using CSV (Comma Delimited) format.

Save with format CSV

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.

Upload File CSV

Then it will display a preview of the contact data that you've uploaded

Preview Upload Contact
Preview Upload Contact

Upload Complete

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

Email

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:


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).

dealpos-trial-indonesia
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