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Creating Customers

There are two ways to enter customers into Tracepos. They are: “Single Entry” and “Bulk Import”

Single Customer Entry

Assuming you have a list of your customers written in a sheet somewhere, and you want to add them to Tracepos or you want your cashier to add them to Tracepos

She will start by logging in to Tracepos with the credentials you gave her before. You’ll notice that she only has two modules on the Home Screen.

 

This is because you only gave her access to these two modules.

She will start by clicking on the Customers link on the home screen to reach the customers’ page

Click the “New Customer” button.

This will launch the “New Customer” form in a modal.

Only the first and last names are compulsory, but you can enter other information about the customer if you wish

When you are satisfied with this customer, click the “Submit” button, and the customer is added to Tracepos.

You can follow this process to add all of the customers you have.

If you entered the customer’s email and phone number, you’ll notice that Email and Phone Numbers are included in the list of customers on the Customers Page.

This lets you Contact your customers quickly.

You can even click on the customer’s email address right in the list, and your default email client will launch with the customers’ email address pre-populated in the TO: field.

You can filter the customers by typing something into the search box.

This will help you and your employees find customers quickly. You can also sort the list by clicking on the headings.

That is how you can add customers to Tracepos through a single entry

Importing Customers

The process involved in importing customers into Tracepos is almost similar to importing suppliers.

Start by clicking on the “User” menu select the Customers link in the navigation menu. Then click on the Excel Import button.

This will launch the “Import customers from Excel sheet” form in a modal.

Click the “Download Import Excel Template (CSV)” button to download the template file.

Open the template file in Excel or another spreadsheet program, and use it as a guide while creating your import file.

The only rows that are required are “First Name”, “Last Name”, and “Gender”. You can leave the rest blank if you want. For Gender, the male is “1” and the female is “0“.

Taxable is a checkbox in the system, so put a “y” in the cell if you want it checked and leave it blank if you don’t.

Save your file as a CSV file when you’re done with it, and then go back to Tracepos.

Click the Select file button on the Import customers from Excel sheet form. Find your file, and open it.

 

You should see your file in the form. Click the Submit button to import your customers.

If you didn’t get any error messages, your import was successful. Reload the page to see your customers.

That is all about importing customers to Tracepos

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