Contacts
Manage your customer, supplier, and salesperson databases manually or through bulk import.
By Christian and 3 others4 authors21 articles
- Add New Customer in DealPOSLearn in more details how to add new customer data
- Assign Customer Contact as SupplierAssign customer contact to a supplier if you have a customer who also acts as a supplier in your store
- Create New Sales Person In The Contacts MenuA salesperson's data consists of information from your sales employees that can be used to determine the distribution of sales commissions.
- How to Create Special Customer Discounts Using the Customer GroupGive special discounts to specific customers group
- Add Sales GroupThe sales group aims to distinguish one salesperson from another, where usually each salesperson gets a different commission.
- Showing Customer Feedback From Digital Sales Receipt (Customer Invoice by Mail)Enhance customer satisfaction and improve business operations by gathering insights from customers about their purchasing experience
- Import Bulk City for Customer Option ValueAdd City list for customers via Contact Menu Using CSV File
- Member Exclusive for OutletHow to add Exclusive outlet for customer through Contact Menu.
- Create List Of Countries For Customers DataAdd country list for customer data detail/information
- Assign Default Tax for Each CustomerSetup default tax for each customer in Selling Transactions
- Auto Generate Sales Person CodeConfigure to automatically generate SalesPerson code without the need to manually input code
- Configuration For Auto Generate Customer CodeGenerate contact code automatically when creating new contact data
- Add Product CommissionAdd sales person group commission for some company.
- Default Gender Settings When Adding New ContactsLearn more about configuring the default gender in the Contacts menu
- Configuration For Default Contact DescriptionSet a default contact description whenever new contact data is created.
- Sensitive Field Masking ConfigurationLearn in more details regarding how to masking data using sensitive field access
- Using Number Filter Comparator to Search CustomerFind out how to use the filter comparator to search for a customer name/code