IMPORT CONTACTS
Step 1: Import contacts
To import contacts, first, navigate to the "Contacts" module using the left side navigation bar. From there, select "Import Contacts."
Step 2: Download template file
Download the template file by clicking on the 'Download template file' button. The file will be saved locally on your device as an xls format. Open the downloaded file on your device and fill the necessary fields. For detailed instructions on filling out the fields, refer to the instructions section located below the 'Download template file' button.
Step 3: Import contact file
Once you've filled out the fields in the template, click on the 'Choose File' button to select the filled template file. Then, click on the 'Submit' button to import contacts into the G Shop POS system.
Please note: Ensure that the imported file is exactly the same as the template file downloaded from the import contact module to avoid errors.
CUSTOMER GROUP
Step 1: Add Customer Group
To create a customer group, first, navigate to the "Contacts" module using the left side navigation bar. From there, select "Customer Groups." Next, click on the "ADD" button located on the left side of the screen.
Step 2: Creating a Customer Group
To create a customer group, provide a name for the group and select the price calculation type, which can be either by percentage or selling price group. Specify the calculation percentage as either positive to increase or negative to decrease the selling price.
Step 3: Save Changes
Once you've completed all modifications, ensure to click the "Save" button to safeguard your changes.
Step 4: Manage Customer Groups
You can manage customers by selecting the "Edit" button to modify the information about the customer group or the "Delete" button to remove the customer group. Additionally, the system defaults to displaying 25 entries per page, but you can choose the number of entries you want to see per page.
Step 1: Add customer
To add a customer, access the "Contacts" module from the left side navigation bar. Then, click on "ADD" located on the left side.
Step 2: Complete the Customer Contact Form
Please complete the contact form, indicating whether you are an individual or a business. Additionally, provide your mobile number, email, and any other necessary information.
Step 3: Add more information
To include additional details, click "Add More Information." Here, you can input the supplier's tax number, opening balance, addresses (including city, country, and zip code), and VRN if applicable. Feel free to utilise any custom fields for further necessary information.
Step 4: Save Changes
Once you've completed all modifications, ensure to click the "Save" button to safeguard your changes.
Step 5: Manage your Customers
After saving changes, you can view all customers and filter them by sales due, sales return, customer group and status (active or inactive), among other criteria. Additionally, you can export the supplier list in various formats such as CSV, Excel, or PDF, and even print directly. You have the option to control column visibility according to your preference.
To manage your customer, simply click on the action button in the respective customer row. From there, you can choose to add a payment, view, edit, delete, or deactivate the customer. Additionally, you can access the customer’s ledger, their sales from you, as well as any associated documents and notes.
Step 1: Add Supplier
To add a supplier, navigate to the "Contacts" module in the left-side navigation bar. Select "Suppliers" and then click on the "ADD" option found on the left-hand side.
Step 2: Complete the Supplier Contact Form
Please fill out the contact form, specifying whether the supplier is an individual or a business. Then, include their mobile number, email, and any other essential details.
Step 3: Add more information
To include additional details, click "Add More Information." Here, you can input the supplier's tax number, opening balance, addresses (including city, country, and zip code), and VRN if applicable. Feel free to utilise any custom fields for further necessary information.
Step 4: Save Changes
Once you've completed all modifications, ensure to click the "Save" button to safeguard your changes.
Step 5: Manage your suppliers
After saving changes, you can view all suppliers and filter them by purchase due, purchase return, and status (active or inactive), among other criteria. Additionally, you can export the supplier list in various formats such as CSV, Excel, or PDF, and even print directly. You have the option to control column visibility according to your preference.
To manage your suppliers, simply click on the action button in the respective supplier row. From there, you can choose to add a payment, view, edit, delete, or deactivate the supplier. Additionally, you can access the supplier's ledger, your purchases from them, stock reports, as well as any associated documents and notes.
