1. One by one update at Sales & Distribution --> Customer Maintenance --> Customer Information
2. By batch upload using Excel (CSV) file at Sales & Distribution --> Customer Maintenance --> Customer Upload
A. HOW TO ADD CUSTOMER (ONE BY ONE)
Step 1 - Login to merchant website
Step 2 - Go to Sales & Distribution --> Customer Maintenance --> Customer Information
Step 3 - Click the Add button
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| Customer Info Add screen |
Step 4 - Fill up the relevant information (mostly self explanatory). Note:-
a. Customer code - Enter your own code if any. If you don't have any code, we recommend you use customer's business registration number (without alpha, numeric only) or gst number. This is for easy reference and search at terminal later on. You can also search by customer name at the terminal too.
b. Card # - this is optional. Enter card number if you plan to use customer visit tracking. If not, skip.
c. GL Account - select Trade Debtor.
d. Route --> assign the customer to which route (must create route first during setup). If customer has branch and it is being service by different route / sales person, during branch information update, assign another route for that branch.
Step 5 - Then click Save. Click Search to view list of customers.
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| Customer Listing Sample |
B. HOW TO ADD CUSTOMER BY BATCH
There are 2 information you can upload:
1. Customer information
2. Customer branch information (if any)
If you have an existing customers information in your other system, you can upload from your system provided you export the file in Excel CSV and use our format to upload. Where to download our format --> visit merchant website --> Sales & Distribution > Customer Maintenance > Customer Upload --> Download Template.
Steps to upload the batch file (for both):
Step 1 - Login to merchant website
Step 2 - Go to Sales & Distribution > Customer Maintenance > Customer Upload --> Download Template
Step 3 - Save the file into your PC/Laptop.
Step 4 - Open the Excel file.
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| File Format |
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| Choose CSV (Comma delimited) |
Step 6 - Then, at merchant website, click on Select file to upload (Browse). Choose the file saved in step 5 above. Click Upload.
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| Upload Screen |
