If you have a lot of salesperson and want to add to the database in bulk, at DealPOS you can import the salesperson database in bulk by importing the salesperson data via CSV.
Bulk Operation Import using CSV format files. this makes it easier to input bulk salesperson data into contacts.
Step 1. Go to Contact (Sales Person Tab), then Click Import
Step 2. Click Download Sample
Download sample used to get CSV sample file that supported format.
Step 3. Open CSV File, then Submit Sales Person Data
Step 4. Save File
Save files with CSV(Comma Delimited) format then save.
Step 5. Choose File, then Upload File
Select choose file than upload you saved file.
Column Properties :
Sales Person Import Properties Index
Column | Description | Data Type | Example |
Name* | Input sales person name | string | John Doe Sales |
Code | input code | string | Sales-01 |
Outlets* | you can assign multiple outlet to a sales using comma(,) separator (Ex:Outlet1,Outlet2)
Or if you want to assign a Sales Person to all outlets, just make it blank | string | Outlet 1 |
Sales Group | you can created sales group through contacts properties (Ex:Junior,Senior,Trainee) | string | Junior |
(*)is required
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer
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 Bulk Customer
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
If your customer turns out to be your supplier too, you only need to make 1 contact, you can check this article Assign Customer Contact as Supplier
