Customizing the Client List

Learn how to mass export your current client list to make bulk changes.

Clients can be created in the following ways:

a. Individually from the POS
b. Individually from Client Icon
c. In bulk

Customize your Client List

1. Under your Master Data tab, click on the Client List app.

2A

2. Under the Functions tab on the right, select Load Full Clients.

2B

3. Select the Function tab again and Export (Lite).

2C

4. Once you have the CSV file, make the necessary changes. Please ensure that all the Client Codes are unique and the same while updating the CSV file.
5. Import them back by going to System Configuration under the Xilnex Menu.

2D

6. Go to the Import sub-section, and Import the same CSV file back into the system using the Import key.

2E

Leave A Comment?