Sometimes if a store has many customers and wants to manually code the customer it will take time. For that, at DealPOS you can make customer codes generated automatically to make it easier for you when inputting customers.
Then we can also custom the prefix for the new customer code so that the customer code matches what we want.
This article explains how to add code generated in new customer automatically. with this configuration each customer who will be automatically has a member code that we have specified.
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Contact Tab, then Configure Code Generator
Try to enable code generator & fill the prefix, then click save.
Column Properties :
Column | Description | Data Type | Sample |
Prefix | Word, letter, or number placed before another | String | MM- |
Digit | The number of digits required | Number | 5 |
Step 3. Go to Sell, then Try to Add Customer from Quick Button
So the code is automatically generate every time you create a customer in a sell menu.
and contacts.
Notes :
This Configuration only work with new customer added, the past customer that added before the config activated should not take effect.
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add new sales person, you can check this article Add New Sales Person
To add customer and suppliers in bulk, you can check this article Import Customer / Supplier
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
