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.

I. Import Sales Person Through Contacts Menu

Step 1. Select import button on sales person section

contact menu

Step 2. Select download sample to get a CSV file that matches the upload format

download sample

Step 3. Open the files and fill the properties data on the excel

sales person sample files

Step 4. Save files with CSV(Comma Delimited) format then save

import file csv

Step 5. Select choose file than upload you saved file

mceclip2.png

II. 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


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