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.
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:
The customers will be defined as below: