Add Customer / Supplier

Customer Support DEALPOS
[Updated]

Customer data is customer information that you collect as a reference data to your loyal customers. So you can see sales reports based on your Top Customers.

in this page you can also add data from the suppliers. which you can later use to determine the purchase of goods from your best suppliers.

I.Add New Customer through Contacts Menu

Step 1. Select add button on Contact Menu

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Step 2. Fill the name and other properties on form as follows then submit

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II.Add Customer Through Sell Menu

Step 1. Select '+' Button

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Step 2. Fill the name and other properties data on the form

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Note:

-For Supplier adding you need to select on supplier sub menu and fill the same form

III.Column Properties

Contact properties index

Column Description Data Type Example
Title   string Mr
First Name*   string John
Last Name   string Doe
Display Name*   string John Doe
Gender 2 option for the gender (Male/Female) option Male
Identification   number 412932182910
Birthday   date 13 Mar 1990
City Create more option through contact properties/more menu option Jakarta
Photo  You can choose by browse you saved image or using google search image function image URL  
Customer Code   string Member-01
Status 3 option for the status (Active/WaitingForApproval/Suspended) option Active
Groups Create more option through contact properties/more menu option Silver
Email   string john.doe@dealpos.com
Phone   number +6214231177
Mobile Phone*   number +62819887654
Address   string Muara Karang B5 No.51

(*) is required 

Shipping Properties Index

Column Description Data Type Example
Name   string John Doe
Phone   number +62810384121
City   string Jakarta
Addresss   string Muara Karang Blok B5 No.51

 

Sales & Pricing Properties Index

Column Description Data Type Example
Default Tax Create tax through Setup menu Option PPN 10%
Pricebook Create pricebook through promotion menu Option Dozen Price
Sales Add Sales list through contacts menu Option Sales Person 1
Person in Charge   string Maria
Debt Limit   number 1.000.000
Maximum Overdue   number 31 days
Credit Due   number 14 days 1 month

 

Membership

Column Description Data Type Example
Sign Up Outlet this option is depends to your outlet list Option Outlet 1
Exclusive for Outlet this option is depends to your outlet list Option Outlet 1
Expire Date Contact   date 31 Dec 2020
Join Date Contact   date 1 Dec 2020
Expire Date Group   date 31 Dec 2020
Loyalty Point   number 150.000

 

Information

Column Description Data Type Example
Type 3 option for Type (Customer/Supplier/SupplierCust) Option Customer
Nationality Create more option through contact properties Option Indonesia
Race Create more option through contact properties Option Java
Fax   number 12933810
Npwp Indonesia Employee Tax ID number 4163818223123
Nppkp Indonesia Employee Tax ID number 9999888247212
Tax Add   number 10
Address   Upload Muara Karang B5 No.51
Documents   Upload Files/Document
Description   string "Office Employee"
Extra   Description   string "Family"

 

 

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