All Collections
Contacts
Configuration
Auto Generate Member Code
Auto Generate Member Code
how to add customers with member code generated automatically.
Syakri Ezzan Qomara avatar
Written by Syakri Ezzan Qomara
Updated over a week ago

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

configuration

Step 2. Go to Contact Tab, then Configure Code Generator

Try to enable code generator & fill the prefix, then click save.

module setting

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.

result new cust

and contacts.

contacts customer

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 :


dealpos-trial-indonesia

Did this answer your question?