Customer Vs Item Mapping [HQ]
The Customer vs Item Mapping feature in GoFrugal HQ allows businesses to link specific products to individual customers, enabling optimized sales and inventory management. By mapping items to customers, businesses can offer tailored products while billing, streamline order processing, and gain valuable insights into customer preferences. This leads to enhanced customer satisfaction, more efficient sales processes, and better inventory control. Overall, the feature helps businesses make data-driven decisions, improve sales efficiency, and deliver a more personalized customer experience.
We will explore the process of associating items with customers in the headquarters:
Navigate to MDM > Item Master Management > Customer Vs Item mapping
Under the Customer Vs Item Mapping, first we need to select the customer name from the customer list.
Under the Master Data Filter section, we have many options to choose.
To filter items, select the items from the list and click the Load Filtered Items button.
Check the below picture for your reference.
To filter Suppliers, select the supplier name from the list and click on the Load Filtered Items button. Based on the suppliers mapped in the item master, the items will be loaded.
To filter Manufacturers, select the manufacturer name from the list and click on the Load Filtered Items button. Based on the manufacturer mapped in the item master, the items will be loaded.
To filter Categories, select the category name from the list and click on the Load Filtered Items button. Based on the manufacturer mapped in the item master, the items will be loaded.
Choose the desired category list value from the list.
Click the Load Filtered Items button.
If you want to load all the items irrespective of any filters, click on the Load All Items button. If you want to clear the selection/reset the screen, click on the red-colored Clear button.
Click the Save button.
Note: Once the sync is done with HQ to outlets, the Customer Vs Item mapping will be reflected in the outlet POS.
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