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Adding Contacts (Customers and Suppliers)

Josh -

Kounta has a  simple to use interface that allows you to add new Contacts to your Kounta system. 


Creating a Contact in Back Office

  1. Login to Kounta Back Office.

  2. Go to the People tab.


  3. Select Contacts.


  4. Select Add a new contact.




Once added you can click the cog symbol and add more information if required.

 

You can also import lists long lists of customers using a spreadsheet (CSV).

To get the import CSV template, add contacts to it and re-imports it by:

Go to the people tab in kounta back office

  1. Go to the people tab in Kounta back office

  2. Tap the contacts tab

  3. Tap the  button, this will cause the CSV (with all of your current contacts data) to download into your downloads folder.

  4. Enter contact information into the downloaded CSV

  5. Save this document as a CSV (you may need to export or save as)

  6. In Kounta back office, under users, in the contacts tab, tap the  button.

  7. Select the newly saved CSV and tap OK.


These Contact can now be accessed via your POS Sales Screen or the People tab.
Any Sales History for this customer can be seen via the History tab - this is great for identifying who your best customers are.

To keep things simple Kounta treats all contacts the same, allowing you to connect sales to them as well as sending purchase orders to them.

To connect a customer to a sale
Click the Customer button the POS then search for them using the Customer field.


To make a purchase order
Go to Sites - (select site) PurchaseCreate New Purchase and search for the customer using the Supplier field.

For more information on Purchases click here.

Have more questions? Submit a request

Comments

  • Avatar
    Dale Heger

    Hi Josh

    Customer Access : Transaction History

    Do you think it will be useful for customers to be able to login to customer history only! In environments where customers would like to view online there purchase history only. This feature may create excessive demand on the DB.

    This request came from a group of schools wanting to monitor their children's purchase patterns?

    What are your business application thoughts around here? Would Paypal cover this?

  • Avatar
    Josh

    Presently no, but when we revisit user permissions we will be separating alot of the information out for this kind of reason.

    You will be able to limit them to REPORTS though and a new there is a new report coming soon that will help for getting spend patterns in this regard.

  • Avatar
    Dale Heger

    Thanks for feedback - sounds great

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