Contacts

Manage customer database, supplier and sales person, you can enter contact manually or by import

17 articles in this collection
Written by Finance DealPOS, Christian Wijaya, and Ridho Alamsyah

Manual Input

Add New Customer & Supplier

Sometimes we need to save the names of customers & suppliers to make it easier for us to manage their data.

Written by Finance DealPOS
Updated over a week ago

Assign Customer Contact as Supplier

How to assign customer contact into supplier if you have the same customer and supplier at dealpos system

Written by Finance DealPOS
Updated over a week ago

Add New Sales Person

A sales person is data from your sales employees that you can use to determine the distribution of commissions in sales.

Written by Finance DealPOS
Updated this week

Create Customer Group

Learn how to create specific discounts on specific customer group

Written by Ridho Alamsyah
Updated yesterday

Add Sales Group

The sales group aims to distinguish one salesperson from another, where usually each salesperson gets a different commission.

Written by Finance DealPOS
Updated over a week ago

Bulk Input

Import Customer / Supplier

how to import customer / supplier through Contact Menu.

Written by Finance DealPOS
Updated over a week ago

Import Sales Person via CSV

How to import CSV sales person through Contact Menu.

Written by Finance DealPOS
Updated over a week ago

Property

Customers Feedback

sometimes some stores want feedback from customers that is useful for reviewing the store's operations.

Written by Finance DealPOS
Updated over a week ago

Add City List for Customer Using CSV File

How to add a City list for a customer through Contact Menu Using CSV File

Written by Finance DealPOS
Updated over a week ago

Member Exclusive for Outlet

how to add Exclusive outlet for customer through Contact Menu.

Written by Finance DealPOS
Updated over a week ago

Add Country List on Contact

how to add country list for customer through Contact Menu.

Written by Finance DealPOS
Updated over a week ago

Assign Default Tax for Each Customer

How to assign default tax for each customer through contact menu.

Written by Finance DealPOS
Updated over a week ago

Configuration

Auto Generate SalesPerson Code

Configure to automatically generate SalesPerson code without the need to manually input code

Written by Christian Wijaya
Updated over a week ago

Auto Generated Member Code

how to add customers with member code generated automatically.

Written by Finance DealPOS
Updated over a week ago

Add Product Commission

Add sales person group commission for some company.

Written by Finance DealPOS
Updated over a week ago

Change Contact Default Gender

how to change default gender when you input new member or customer data.

Written by Finance DealPOS
Updated over a week ago

Contact Default Desctiption

create default templates to your description customer information.

Written by Finance DealPOS
Updated over a week ago