Customer Master Loader

Customer Master Loader

If you want to create a Customer by using Loader in POS, this is for you. 

Creating customers in bulk can be a time-consuming and tedious process, but with Autozilla POS's data loader feature, it's quick and easy. The data loader allows us to upload customer information from an external source, such as a CSV file, which eliminates the need to enter each customer manually.

Step 1: Upon selecting the "Customer Master Loaders" option from the drop-down list, the subsequent page will be displayed.



Step 2: On the Loader screen, download the Customer Master Loader excel format. 



Step 3: Enter all required data into the excel sheet.
Step 4: After entering the data into the excel sheet, browse for the file and upload it, then select the Upload to Grid option.
             
Step 5: So, after choosing the Upload To Grid option, all data will be displayed below the loader upload box.
            
  1. On the Loaders screen, we can modify or delete any of the uploaded items using the available options located at the top, namely "Edit" and "Delete".
            
  1. To edit the group click on the Check box and then click on the Edit option.
      
  1. After selecting the Edit option, a pop-up screen will appear on the Loader screen.
            
 
  1. After editing the data, click on the Update Option.
  2. In order to remove the Group from the Uploaded data, click on the check box and the Delete option.
  3. After selecting the delete, the pop-up confirmation page will appear on the Loaders screen.
                  
  1. Now click the delete option to remove the selected customer from the uploaded data.
Step 6: To save the uploaded data into the POS system, simply click on the "Save" option located in the upper right corner.
Step 7: The groups have been successfully created in the POS and can now be viewed within the POS settings module.

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