Customer data is customer information that you collect as a reference data to your loyal customers. So you can see sales reports based on your Top Customers.
in this page you can also add data from the suppliers. which you can later use to determine the purchase of goods from your best suppliers.
I. Add New Customer through Contacts Menu
Step 1. Select add button on Contact Menu
Step 2. Fill the name and other properties on form as follows then submit
Sales & Pricing Tab
Address Tab
Membership Tab
Information Tab
Description Tab
II. Add Customer Through Sell Menu
Step 1. Select '+' Button
Step 2. Fill the name and other properties data on the form
You can click the 'Details' tab if you want to enter more detailed information
Note:
-For Supplier adding you need to select on supplier sub menu and fill the same form
III.Column Properties
Contact properties index
General Tab :
Column | Description | Data Type | Example |
Title | string | Mr | |
First Name* | string | Steven | |
Last Name | string | James | |
Mobile | number | +6287896789000 | |
string |
Detail Tab :
Column | Description | Data Type | Example |
Address | string | Jl. Muara Karang B 5 No.51, Jakarta Utara | |
City | string | Jakarta | |
Gender | 2 option for the gender (Male/Female) | option | Male |
Nationality | string | <blank> | |
Member Code | string | Member-01 | |
Identification | number | 1234567891 | |
Birthday | date | 11 April 1990 | |
Customer Race | string | <blank> | |
Group | Create more option through contact properties/more menu | option | Silver |
(*) is required
Sales & Pricing Properties Index
Column | Description | Data Type | Example |
Tax | |||
Default Tax | Create tax through Setup menu | Option | PPN 10% |
NPWP | Indonesia Employee Tax ID | number | 4163818223123 |
Sales Information | |||
Pricebook | Create pricebook through promotion menu | Option | Dozen Price |
Person in Charge | string | Maria | |
Sales | Add Sales list through contacts menu | Option | Sales Person 1 |
Acquisition Media | Add Acquisition Media through Contact Menu > More Options > Acsquistion Media | string | Online |
Debt | |||
Debt Limit | number | 1.000.000 | |
Maximum Overdue | number | 31 days | |
Credit Due | |||
Day(s) & | number | 14 days | |
Month(s) | number | 1 months |
Address Properties Index
Column | Description | Data Type | Example |
Label | string | Steven James | |
Phone | number | +6287896789000 | |
Address | string | Jl. Muara Karang B 5 No.51, Jakarta Utara | |
City | string | Jakarta |
Membership Properties Index
Column | Description | Data Type | Example |
Sign Up Outlet | this option is depends to your outlet list | Option | Outlet 1 |
Exclusive for Outlet | this option is depends to your outlet list | Option | Outlet 1 |
Expire Date Contact | date | 30 Nov 2021 | |
Join Date Contact | date | 30 Oct 2021 | |
Expire Date Group | date | 30 Nov 2021 | |
Loyalty Point | number | 1 |
Information Properties Index
Column | Description | Data Type | Example |
Nationality | Create more option through contact properties | Option | Indonesia |
Race | Create more option through contact properties | Option | Java |
Fax | number | 12933810 | |
Documents | Upload | Files/Document |
Description Properties Index
Column | Description | Data Type | Example |
Description | string | "Office Employee" | |
Description Extra | string | "Family" |