The city is one additional data that we can input into customer data. With city information data, you can get Sales Report By Regional at Reports Menu in Dealpos system.
In this article, we will explain the steps for entering city list data in bulk using a CSV file.
Step 1. Go to Contacts, Click More Menu, then Click City
Step 2. Click Import Button
Step 3. Click Download Sample, then Open CSV File
Download sample used to get CSV sample file that supported format.
Step 4. Input City Data for Customer, then Save File
Step 5. Choose File, then Upload File
Click Choose File button and select your file of city list and then click the Upload button.
Step 6. File was Imported Successfully
List City has been successfully entered into the system :
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
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 Customer / Supplier
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