Dealer Customers
On this page
The core portal covers what a dealer buys from you. Dealer Customers carries it into the dealer's own shop: the people they fit with hearing aids, the retail invoices they hand those people, headed with the dealer's own logo and shop name, and the warranty that starts on the day of that sale. Head office can read all of it.
Switching it on
Dealer Customers is a premium addon. It runs when your licence package includes dealer-customer, or when its addon key is on this site.
- Admin → Addons: without the key the card shows Buy this addon and I have a key, and Enable is greyed out.
- A key you bought on license.faruk.bd arrives at the next licence check; Collect purchases now on Admin → License fetches it at once. A key from elsewhere goes into Addon key there, then Add the key.
- Press Enable on its card.
See The licence key and addon keys.
What it adds
- Dealer portal → My Customers and Dealer portal → Retail Sales (in the More group of the dealer's menu).
- Admin → Dealer Customers and Admin → Retail Sales in the Addons group of the admin sidebar, for staff with the View dealers permission.
- A Retail customers card on your dashboard and a My customers card on the dealer's, each with this month's retail sales.
Its settings
Admin → Addons → Dealer Customer Addons → Settings.
| Setting | Default | What it does |
|---|---|---|
| Let dealers put their own logo and shop name on the invoice | on | Opens the dealer's branding page. Off: invoices use the dealer's registered name and logo and your invoice footer. |
| Start the customer warranty when the dealer sells the unit | on | A retail sale of a serial creates the customer's warranty card. Needs the Warranty & Guarantee addon on. |
| Head office can see every dealer's customers | on | Off hides the two admin screens and keeps customers and sales private to each dealer. |
| Retail invoice prefix | RT | Retail invoices are numbered per dealer, for example RT-DLR0001-0001: prefix, dealer code, running number. |
The dealer's customers
Dealer portal → My Customers → + Add a customer. The form holds Full name, Customer code (left empty, it is numbered C0001, C0002 …), phone, WhatsApp, e-mail, address, City / area, age, gender, Status and Notes for hearing loss, fitting notes or a follow-up date. A phone number or an e-mail is required, and the same phone number cannot be entered twice for one dealer.
The list can be searched by name, phone or code and shows, for each customer, how many sales, their value and anything still owed. Sell starts a sale for that customer; Delete takes them off the list while their past sales stay on record.
A retail sale
Retail Sales → + New sale, or Sell beside a customer.
- Choose the Customer, the Date and Paid by (Cash, bKash, Nagad, Rocket, Card, Bank transfer, or type your own).
- Under What was sold, add one line per item. In Serial number pick a unit from the dealer's own stock: the item name and the MRP fill themselves in, and the price can be changed. Lines without a serial (batteries, domes, moulds) are fine. + Add a line adds more.
- Enter Discount, Tax / VAT and Paid now, or press Mark fully paid.
- Save the sale.
A serial must be allocated to this dealer and can be sold only once. On saving, the serial is marked sold and, with the warranty setting on, a warranty card is made in the customer's name with the warranty and guarantee counted from the sale date. The card number is printed beside the serial on the invoice. Time on the dealer's shelf is not charged against the customer.
The invoice the customer gets
Saving opens the invoice: the dealer's heading, the customer, the payment, each line with its serial and warranty card, the totals and the footer line. Print prints it, Edit changes it, and WhatsApp the customer opens WhatsApp with the invoice number and amount ready to send.
Retail Sales lists every sale, searchable by invoice number or customer and filtered by status (Paid, Partly paid, Unpaid, Cancelled) and dates, with the value and what customers still owe. Cancel keeps a sale on record with a cancelled mark; a cancelled sale can then be deleted.
The dealer's branding
My Customers → Invoice branding opens Your invoice heading: Shop name on the invoice, Logo (PNG or JPG, about 300 × 100 pixels) and a Footer line, with a preview showing the next invoice number. After Save branding, every retail invoice opened or printed carries it, earlier ones included.
An empty box falls back to the dealer's registered name, the logo on the dealer's record (Admin → Dealers → Edit → Logo) and the Invoice footer line on Admin → Settings → Company & invoice.
The head-office view
Admin → Dealer Customers shows customers on file, this month's retail sales and what customers still owe on them, a list filterable by dealer, and Who sells the most: the six dealers with the highest retail sales.
Admin → Retail Sales lists every dealer's sales with the same filters plus dealer, and adds the discount given. View opens the invoice exactly as the customer received it, with a note of which dealer raised it. Head office reads; only the dealer edits.
Tips
- Allocate stock by serial to the dealer first (Brands, products and serial numbers), so their serials appear in the sale form.
- Sub-dealers get the same two screens, so the whole network's retail trade is in one place.
- The phone number on the customer record is what WhatsApp the customer uses; keep it complete with the country code.