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Configuration For Auto Generate Customer Code
Configuration For Auto Generate Customer Code

Generate contact code automatically when creating new contact data

Christian Wijaya avatar
Written by Christian Wijaya
Updated this week

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 customize the prefix for the new customer code so that the customer code matches what we want.

This article explains how to add code generated for new customers automatically. with this configuration, each customer will automatically has a member code that we have specified.

Step 1. Go to Setup, click More Menu, then choose Module

Setup - Module

Step 2. Go to Contact tab then configure Code Generator

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

Customer Code Generator Config

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. Try to Add New Customer

Contact's code will automatically be generated every time you create a new customer both from the sell menu (quick add customer feature) and from the contacts menu.

Notes :

We try to add a new customer without filling in the customer code field.

Quick Add Customer from Sell Menu

Quick Add Customer from Sell Menu

Recheck the code in the contacts list.

 Recheck the code in the contacts list

Add Customer from Contacts Menu

The customer code field will be automatically filled by the code generator system. So, you don't need to fill in the customer code field again.

Add Customer from Contacts Menu

Notes :

This configuration only works with new customers added after activating the code generator, the past customer that was added before the config was activated should not take effect.


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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).
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