Customer data goes beyond just names and phone numbers—it also tracks loyalty points, which is crucial if your business runs a membership program. You can also save additional data such as customer addresses and birthdates.
By collecting birthdates, you can create targeted promotions to celebrate customer birthdays, effectively driving more sales revenue.
This is why maintaining accurate customer data is so vital. DealPOS provides a seamless way to easily add and edit customer data. Please refer to the steps below
[Tutorial Video] Add New Customer
I. Add Customer through Contacts Menu
Step 1. Navigate to Contacts Menu
Step 2. Fill in Customer Details
Fill in name, email, mobile phone, date of birth, and city. Feel free to provide as many additional details as needed. Once you are completed click the Save button in the right corner.
Sales & Debt
Address
Membership
Description
Acquisition
II. Add Customer through Sell Menu
Step 1. Navigate to Sell Menu
Step 2. Fill in Customer Details
Note:
You can fill in the customer details as needed. There is also a column for additional details.
Step 3. Customer Successfully Created
Note
You can also click the arrow next to the assigned customer, and it will direct you to the customer's contact in the Contacts menu.
Properties Table
General Tab
Column | Example |
Title | Mr |
First Name* | Ridho |
Last Name | Fransiska |
Mobile | 081234567890 |
Date of Birth | 17/08/1945 |
Groups | Customer Groups Options |
Status | Customer Status |
Gender | Female/Male |
Note:
* indicator means the field is required
Personal Tab
Column | Description |
City | Customer city information |
Race | Customer race information |
Work Phone | Customer work phone number |
Fax | Customer fax ID number |
Document | Customer document resource URL |
Nationality | Customer nationality |
Nationaly ID | Customer national ID |
Sales & Debt
Column | Description |
Tax | Default Assigned Sales Tax |
Tax ID | Tax Identification Number |
Pricebook | Default Assigned Pricebook |
Sales Person | Default Assigned Salesperson |
Debt Limit | Maximum Debt Limit |
Credit Due Days | Maximum Unpaid Credit |
Person in Charge | PIC Remarks for Customer |
Debt Maximum Overdue | Overdue Credit Limit |
Credit Due Months | Assigned Default Due Date |
Address
Column | Value |
Main Address | String |
Alternative Address | String |
Membership
Column | Description |
Sign Up Outlet | Information of customer outlet registration |
Join Date | Information of customer join date |
Exclusive for Outlet | Information of customer exclusive outlet |
Loyalty Point | Information of customer loyalty point |
Expire Date Contact | Information of date expiration of customer |
Expirate Date Group | Information of date expiration of customer group |
Description
Column | Value |
Description | String |
Internal Description | String |
Acquisition
Column | Description |
Referred By | Referral Source |
Acquisition Media | Add Acquisition Media through Contacts Menu > More Options > Option Values > Acquisition Media |
Related Articles:
To add a new salesperson. Please refer to the following article:
Add New Sales PersonTo add a customer group. Please refer to the following article:
To add Customer/Supplier data in bulk. Please refer to the following article:
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).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.