In DealPOS you can Import by Bulk for Sales Person, which means that when you already have the data for sales salesperson and the total of sales salesperson is more than enough, that impossible for you to import them one by one. DealPOS can add all the data to the database within the bulk process. And you can do it via CSV.
Bulk operation Import using CSV format files, how to do it please check the steps below:
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 the CSV File, then Submit Sales Person Data
Step 4. Save File
Save files in CSV(Comma Delimited) format then save.
Step 5. Choose File, then Upload File
Select choose file then upload your saved file.
Column Properties :
Sales Person Import Properties Index
Column | Description | Data Type | Example |
Name* | Input the salesperson's 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 create a sales group through contacts properties (Ex: Junior, Senior, Trainee) | string | Junior |
(*)is required
Related Article:
To add new customers and suppliers individually, you can check this article Add New Customer
To add a new salesperson, you can check this article Add New SalesPerson
To add customers 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 a member exclusive for an 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
