If Retail POS detects any errors, you will be taken to the error screen below.ĥ. If the validation is successful, skip to step 6. Once you have attached the file, Retail POS will immediately perform an error check. On the Import customers page, upload the file by either dragging and dropping it, or click Choose a file to upload to search for and add the file.Ĥ. It will check for any formatting issues or errors such as column headings and mandatory fields and let you know what needs tweaking.ģ. Once you have created your Retail POS customer, you'll need to import it into your store.ĭon't worry, Retail POS's spreadsheet checker will look for some of the most common import errors in your file before it imports into your store. Importing the customer list into Retail POS Some of these customer fields are generated by sales activity in Retail POS and cannot be 'imported' through the file, including YTD Balance and Loyalty Points. Copy the data from your old customer file (that you exported from Outlook or MYOB) into the Retail POS customer CSV export file ("First Name" > first_name, "Last Name" > last_name, for example) Open your current MYOB, Outlook, SharePoint, or your other system, and export your customers as an Excel spreadsheet or CSV file.Ĥ. Export your customer list as a CSV by clicking Export list within the Customers screen.ģ. To start, navigate to Customers > Customers.Ģ. Formatting your customer list for Retail POS to readġ. Importing customers in bulkĬustomers can easily be transferred from an existing system such as MYOB, Outlook, or SharePoint by importing them as a CSV, XLX, or XLXS file. Complete the desired fields and click Create new customer to finish. To add further details, such as Company name, Website, and a Postal address, click the Details tab.Ĥ. In the dialogue box that opens, you can enter the new customer's First name and Last name, as well as Email, Contact number, and Customer group (if your store admin has set one up).ģ. To begin, navigate to Customers > Customers.Ģ. Here you can add customers individually using the Retail POS built-in function. The Customers screen is a great way to add and maintain your customers. You don't need to wait until making a sale to add these into Retail POS. We know that you may already have an existing customer base ready to add to your Retail POS store. Complete the desired fields, and click Create new customer to finish and proceed with the sale as normal. Click Add "x" as a new customer and a dialog box will open where you can input the customer's details.Ĥ. Here you can add First name and Last name, as well as Email, Contact number, and Customer group (if your store admin has set one up).ĥ. To add further details, including Company name, Website, and Postal address, click the Details tab.Ħ. If your customer is not found, you can add the customer without leaving the sale screen. You can keep typing more letters until the results are filtered enough to find your customer.ģ. A drop-down will show any pre-existing matching customers. In the Customer search box, type the customer's name, phone number, email, company or customer code.Ģ. To add a new customer within a sale, follow the steps below:ġ. The first time you encounter a new customer is often during a sale, which is why in Retail POS, you can add and save a new customer for future use without having to exit the active sale. Use the following drop-downs for the method that best suits your business. There are three ways to create new customers within Retail POS: Having your customer's information easily accessible when selling is important.
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