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Merge Customer Contacts On DealPOS User Interface
Merge Customer Contacts On DealPOS User Interface

Combine two or more customer contacts into a single contact from DealPOS Contacts User Interface.

Christian Wijaya avatar
Written by Christian Wijaya
Updated this week

When making a sales transaction, cashiers in retail stores are generally allowed to create customer data directly during the transaction process. However, in practice, cashiers may not realize that the customer name they are entering already exists in the contact database. This leads to transaction history being recorded separately, as the customer data is duplicated.

To address this issue, you can merge multiple customers contact records into a single customer contact. This ensures that transaction history, earned points, and other related data are consolidated under one customer record. You can merge the customer contact data on DealPOS by user interface. To merge the customer contact data, you can follow the steps below


1. Through DealPOS Contacts UI

Step 1. Go To Customer Menu and Select the Contacts.

DealPOS Customer Contact List

Step 2. Select the Customers data You Want to Merge and Click on Merge.

merging customer contact

Step 3. Choose The Customer Name to Keep, The Other Will be Deleted.

Select Customer

Step 4. Successfuly Merged Customer's Contact.

merge success

Note:

The Selected Customer Will be Saved, and The Deleted one's Transaction History And Loyalty Points Will be Transferred to The Chosen One.


Related Articles

  • Read on how to add a new customers on here.

  • Read on how to merge supplier on here.

  • Read on how to create customer group on here.


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).

dealpos-trial-indonesia
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