Create Customer

 

 

⬇ Explore the create customer page by toggling between tabs below.⬇

 

This section provides a detailed description and step-by-step guide related to managing customers and customer memberships in the backend portal.

From the EPOS Features Panel, click on Customers to access the Customers Main Page. At this page, users will see the list of customers and customers’ details registered in the database.

 

 

1. Adding a New Customer

Enables users to create a customer into the portal.

For more information, see Adding a New Customer.

 

2. Bulk Import Customer List

Enables users to create multiple customers simultaneously into the portal.

For more information, see Importing Customer List via Bulk Import.

 

3. Filter and Search

Provides users the ease to search for a particular customer through name, email address, contact numbers, lookup ID and filter them by gender and different customer groups or memberships.

 

4. Export Customer List

Download the list of selected customers and relevant information in CSV format.

 

5. Customer Settings

Users can access quick settings of a particular customer.

 

6. Customer List

Shows the entire list of customers registered into the portal based on the filter or search criteria defined by users.

 

7. Customer Configurations

Enables users to access customer details, e.g. Order History, Credit History,

 

To add a new customer, access the Customer main page and click on Add Customer.

 

A window will be shown, fields marked with * are mandatory fields which should not be left blank.

1. Personal Particulars

Ensure Customer’s name is entered. Select customer’s particulars as relevant.

 

2. Contact Information

Enter customer’s contact as applicable.

💡 Mobile Number & Phone Number can be used to retrieve Customer at the POS when needed.

 

3. Customer’s Address

This field is optional, users can choose to leave blank if not applicable.

 

4. Lookup ID

Allows users to assign specific customer ID for every customer.

 

5. Allow credit transaction

☑️  the checkbox to enable customers to purchase and spend credits.

To set up credit products, see Product Pricing.

 

6. Allow account transaction

☑️  the checkbox to enable customers to perform on-account transactions.

💡 Once enabled, customers’ payments can be owed and repaid in the future.

 

7. Marketing List

Allows users to assign customers to specific customer groups.

To create customer groups and assign customers, see Customer Groups.

 

8. Notes

Enter remarks for this customer if applicable.

 

9. Create Customer

Click on Create Customer to save all the information entered.

💡 If you wish to add multiple customers, you can make use of the Bulk Import function.

For more information, refer to Bulk Import Customers.

 

To bulk import a list of customers, access Customers Main Page and click on Import Customers.

 

 

1. To download the Customer Import Template, via browser, directly click on the Customers import template.

 

2. Open up the downloaded customer_template.csv.

 

3. Remove all irrelevant data from the template.

 

4. Refer to the Customer Bulk Import Column List to fill in the columns accordingly.

 

5. Save the CSV file once all data has been input into the spreadsheet.

 

6. To import customer data,

a. Click on Choose File to select the updated CSV file.

b. Click on Begin Import.

 

7. Once uploaded, users will be directed to this screen.

 

8. Wait until the Pending status turns Valid.

a. Click on Cancel Import to return to the previous page.

b. Click on Start Import to begin importing the customer data in the CSV file.

 

9. Should there be any Invalid status, users must take note of the error messages.

    • Click on Cancel Import to return to the previous page.
    • Users should amend the CSV file according to the remark given.
    • Re-import the CSV file once done.

 

10. Users should take note of the common error messages, during the process of bulk importing customers data into the backend portal
    • XYZ needs to be remapped, or ignored
      It indicates that users used the wrong customer import template. Users shall refer to step 1 and step 2 above to download the right customer import template.
    • lookup_id must be unique
      Each lookup id must be unique, users must ensure that there is no duplication.
      Required field, unless added on POS/frontend. 
    • Phone number has already been taken
      Duplicated phone number is detected which exists in the backend portal.
    • date_of_birth should be in right format : DD/MM/YYYY
      Users must enter correct date format, e.g. 08/10/1992
    • membership_expiry_date must be on or after today
      Users must enter the membership expiry date on or after today.
      For more information on checking duplication, see Creating New Product with Bulk Import, Step 10.

 

11. Upon successful import of customers, users will be prompted of the total number of customers imported. Click on Complete to return to the Customer main page.

 

Refer to the list below for the Customer Bulk Import Columns and the general guidelines to fill in the columns accordingly.

 

A*. full_name

Enter customer’s full name.

B. address_street_1

Enter customer address details.

C. address_street_2

Enter customer address details.

D. address_postal_code

Enter postal code of customer address.

E. address_city

Enter the city of customer address.

F. address_state

Enter the state of customer address.

G. address_country

Enter the country of customer address.

 

H. notes

Enter remarks, if needed.

I. email

Enter customer’s email address.

J. phone_number

Enter customer’s phone number. (home, office number, etc.)

K. identifier_value
L. identifier_type
M. date_of_birth

Enter customer’s birthday in DD/MM/YY format.

N. gender

Enter male or female.

O. prefix

Enter Mr/ Mrs/ Ms/ Dr.

 

P*. mobile_number

Enter customer’s mobile number.

💡 This information can be used to search for customers at POS.

Q. fax_number

Enter customer’s fax number

R*. lookup_id

Users can choose to enter ID number or phone number or membership ID.

S. membership_tier

Enter membership tier. For more information, see Membership Tier.

T. membership_point

Allow users to import membership points associated with the customer.

U. membership_expire_date

Enter membership tier expiry date in DD/MM/YY format.

V. credit_balance

Allow users to import credit balances associated with the customer.

 

W. customer_group_names

Enter the customer group. For more information, see Customer Groups.

X. allow_credit_transactions

Only enter TRUE or FALSE.

    • “TRUE” to allow customers to purchase and spend credits.
    • “FALSE” or left blank to disallow.
Y. allow_account_transactions

Only enter TRUE or FALSE.

    • “TRUE” to allow this field to enable customers perform on-account transactions.
    • “FALSE” or left blank to disallow.

💡 Once enabled, customers’ payments can be owed and only to be cleared in the future.


 

* Compulsory fields

💡 Any optional columns which are not carrying any data can be deleted to enhance data import speed.

 

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