Add and Edit Customer
HDPOS smart’s strong CRM tools helps you manage your customer details and lets you provide your customers all kinds of options.
Adding Customer details
You can add customer details individually and in bulk using an Excel file
Customer Manager – Click the link below to learn how to add customer details individually from Customer Manager.
Quick Customer Entry (Invoice Screen) – Add New Customers on-the-fly from Sales Invoice screen. In quick customer entry, you can add new customer just by entering customer’s mobile number. Click the link below to learn how to add new customer by entering customer’s mobile number.
Importing Customers via Excel file – Add your existing customer list to HDPOS Smart via excel file. Click the link below to learn how to add your customer list via excel sheet.
Editing Customers details
For editing multiple customers’ details such as the values in user fields, customers’ credit limit, and customer groups- HDPOS smart provides Customer Bulk Edit functionality. Click the link below to learn how to edit customer details.