Customers & Territories
Customers
Adding your customer information to SpicePOS is important for,
- Tracking credit/check payments
- Tracking sales by customer
- Analytics highlighting customer behaviour
If you have your current customer list you can add it to SpicePOS before start selling; or you can add customers from POS terminal once performing sales.
Territories
By default, when a customer is defined in the system, all your branches and sales people can access customer details and bill to that customer. A territory is a segment of your entire customer base accessible only by sales people at a particular branch or just accessible by one sales person in a particular branch. Therefore, territories are used if your individual customers only deal with a branch or a sales person. You can remove unnecessary clutter caused to other branches or sales people by limiting visibility. Ex: When considering a distributor, a single customer always belongs to a single route that may be traversed once or twice a week. So the route is defined as a territory.
| Branches | Area Covered | By Sales Person | Customers |
|---|---|---|---|
| Colombo | Colombo 01 | Kasun | Shop A, Shop B, Shop C |
| Colombo | Colombo 02 | Supun | Shop D |
| Colombo | Colombo 03 | Sahan | Shop E, Shop F |
| Kandy | Kandy | Lahiru | Shop X, Shop Y, Shop Z |
Therefore, the territories will be defined as below:
| Territory | Branch | Sales Person |
|---|---|---|
| Tr_Colombo_01 | Colombo | Kasun |
| Tr_Colombo_02 | Colombo | Supn |
| Tr_Colombo_03 | Colombo | Sahan |
| Tr_Kandy_01 | Colombo | Lahiru |
The customers will be defined as below:
| Customer | Territory |
|---|---|
| Shop A | Tr_Colombo_01 |
| Shop B | Tr_Colombo_01 |
| Shop C | Tr_Colombo_01 |
| Shop D | Tr_Colombo_02 |
| Shop E | Tr_Colombo_03 |
| Shop F | Tr_Colombo_03 |
| Shop X | Tr_Kandy_01 |
| Shop Y | Tr_Kandy_01 |
| Shop Z | Tr_Kandy_01 |