In this setup, it will help you add more required fields when creating a new contact. For example, if you set Mobile and Address as required fields, they will become mandatory.
When creating a new contact, you must provide Mobile and Address, otherwise, if you leave these fields empty, an error message will appear. We will guide you on how to configure your required fields.
I. Setup Field Configuration
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Contact Tab then Scroll Down
Step 3. Configure Mandatory Field for Contact
Notes :
We try to make Mobile Phone & Address to be required. So, user must fill Mobile Phone & Address field when adding new customer.
II. Create New Customer on Contacts Menu
Step 1. Add New Customer without Mobile Phone and Address
Notes :
Error message (because you haven't add a mobile phone and address).
Step 2. Fill Mobile Phone and Address Field then Click Save
Step 3. Recheck New Customer
You've just added a new customers contact.
III. Create New Customer on Sell Menu
Step 1. Add New Customer without Mobile Phone and Address
Notes:
Error message (because you haven't add a mobile phone and address).
Step 2. Fill Mobile Phone and Address Field then Click Ok
Step 3. Recheck New Customer
You've just added a new customers contact.
Related Article
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add new salesperson, you can check this article Add New SalesPerson
To add customers 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
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).