Add or Edit Customers (Stores)

Customers are the stores your company does business with. Each customer needs to be created in BizTrack with all the relevant information so that Users (employees) can clock in via the BizTrack App, and so orders and returns can be processed.

• For a single customer — adding/editing manually is suggested.
• For multiple customers at once — importing is suggested.

Add a Customer Manually

Open this guide in full screen ↗

1. Select Customers in the navigation menu on the left.
2. Select Edit Customers in the menu below.
3. Select Add Customer (blue button at the top middle of the page).
4. Complete the fields (see below), then scroll to the bottom and select Save.

The Fields, Explained

• Customer Status — should be set to Open.
• Customer Code — your unique code for this store, or the official store code supplied by their franchise/chain. Can be edited later, but never duplicated for another store.
• Name — the name of the store plus the shopping centre or neighbourhood where it’s located (for easy identification). It can also be the official name on the store’s letterhead, and may include the official store code.
• Short Name — preferably the same as Name.
• Contact Details — add contact details as needed.
• Chain/Channel — select the applicable one, or create a new one beforehand if you need a different option. Click the search bar for Chain/Channel and start typing the code. Default chains:
  • BOX — BOXER (PTY) LTD
  • CLI — CLICKS RETAILERS (PTY) LTD
  • DIS — DISCHEM PHARMACIES (PTY) LTD
  • FLM — FOOD LOVERS MARKET (PTY) LTD
  • GAM — GAME STORES (PTY) LTD
  • GEN — GENERAL
  • MAK — MAKRO (PTY) LTD
  • OK — OK GROUP
  • PPS — PICK N PAY RETAILERS (PTY) LTD
  • CHE — SHOPRITE CHECKERS (PTY) LTD
  • SPA — SPAR GROUP
  • WOO — WOOLWORTHS (PTY) LTD
• Area — select the applicable one, or create a new one beforehand. Click the search bar for Area and start typing the code. Default areas:
  • EC — EASTERN CAPE
  • FS — FREE STATE
  • GP — GAUTENG
  • KZN — KWAZULU NATAL
  • LP — LIMPOPO
  • MP — MPUMALANGA
  • NC — NORTHERN CAPE
  • NW — NORTH WEST
  • WC — WESTERN CAPE
• Lead Detail — not necessary to complete.
• Users — assign the relevant Rep and Telesale who will work with this customer.
• Call Details — specify the days this customer needs to be contacted.
• Address Details — add address details as needed.
• Authorization Required — select Yes or No as applicable to each customer.
• Customer Tag — set up by you, depending on your need for customer tags.

Import Multiple Customers

Open this guide in full screen ↗

1. Select Customers in the navigation menu on the left.
2. Select Edit Customers in the menu below.
3. Select Import (white button at the top middle of the page).
4. Select Help (blue button at the top) and read through the import guidelines.
5. Select Back (blue button at the bottom).
6. Select Download (yellow button, 2nd from the top).
7. Open the downloaded Excel sheet (columns in red are compulsory).
8. Insert your data (do not delete any unused columns).
9. Double-check the work.
10. Save your document.
11. Return to your BizTrack page and select Browse.
12. Search for your saved file and select it.
13. Ensure the correct file name is displayed next to the Browse button.
14. Select Import.
15. Double-check that the fields correspond with each other.
16. Select Import again.
17. Double-check that your import was done correctly.