Contacts

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

17 articles in this collection
Written by Christian Wijaya, Ridho Alamsyah, and Syakri Ezzan Qomara

Manual Input

Add New Customer

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

Written by Syakri Ezzan Qomara
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 Syakri Ezzan Qomara
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 Syakri Ezzan Qomara
Updated over a week ago

Create Customer Group

Learn how to create specific discounts on specific customer group

Written by Ridho Alamsyah
Updated over a week ago

Add Sales Group

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

Written by Syakri Ezzan Qomara
Updated over a week ago

Bulk Input

Import Bulk Customer

how to import customer / supplier through Contact Menu.

Written by Syakri Ezzan Qomara
Updated over a week ago

Import Sales Person via CSV

How to import CSV sales person through Contact Menu.

Written by Syakri Ezzan Qomara
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 Syakri Ezzan Qomara
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 Syakri Ezzan Qomara
Updated over a week ago

Member Exclusive for Outlet

how to add Exclusive outlet for customer through Contact Menu.

Written by Syakri Ezzan Qomara
Updated over a week ago

Add Country List on Contact

how to add country list for customer through Contact Menu.

Written by Syakri Ezzan Qomara
Updated over a week ago

Assign Default Tax for Each Customer

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

Written by Syakri Ezzan Qomara
Updated over a week ago

Configuration

Auto Generate Sales Person Code

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

Written by Christian Wijaya
Updated over a week ago

Auto Generate Member Code

how to add customers with member code generated automatically.

Written by Syakri Ezzan Qomara
Updated over a week ago

Add Product Commission

Add sales person group commission for some company.

Written by Syakri Ezzan Qomara
Updated over a week ago

Change Contact Default Gender

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

Written by Syakri Ezzan Qomara
Updated over a week ago

Contact Default Description

create default templates to your description customer information.

Written by Syakri Ezzan Qomara
Updated over a week ago