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Adding Contacts (Customers and Suppliers)

Josh -

Kounta makes it really easy for you to add customers or suppliers. You can add new customers either from Back Office or through POS mode, and Suppliers can be added very easily through your Back Office.

 

 

 

 

You can also manage your contacts (including importing them through a CSV file) - this is explained here.


 

 

 

 

Creating a Customer through POS

  1. From POS mode on the order entering screen, simply click the Customer button
  2. Then click Add New Customer
  3. Complete the Customer's details and then click save.

 add-customers-pos.gif

 

 


 

 

 

 

Creating a Customer through Back Office

  1. From Back Office mode click Menu
  2. Click People
  3. Click Customers
  4. Click Add New Customer
  5. Complete the relevant details
  6. Click Add Customer
  7. This customer will now be available to select in POS Mode.

 add-customers.gif

 

 


 

 

 

 

Creating a Supplier through Back Office

  1. From Back Office mode click Menu
  2. Click People
  3. Click Suppliers
  4. Click Add a new Supplier
  5. Complete the relevant details
  6. Click Add Supplier
  7. This Supplier will now be available to select in Purchase Order Mode.

 add-suppliers.gif

 

 


For more information on Purchases click here.

 

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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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