Microsoft Excel + HirePOS
Add new or updated HirePOS customers to Microsoft Excel rows
Keep your customer information organized and up-to-date in real-time. This workflow kicks off when you have a new or updated customer in HirePOS, ensuring their details never slip through the cracks. Rendered through Microsoft Excel, it creates a new row to record their data with precision and efficiency. A practical step towards streamlined business operations and customer relationship management.
Keep your customer information organized and up-to-date in real-time. This workflow kicks off when you have a new or updated customer in HirePOS, ensuring their details never slip through the cracks. Rendered through Microsoft Excel, it creates a new row to record their data with precision and efficiency. A practical step towards streamlined business operations and customer relationship management.
- When this happens...New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Try ItMaintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Try ItNew Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Try ItNew Quote
Triggers when a Quote record in HirePOS is created.
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Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Try ItNew Booking
Triggers when a Booking record in HirePOS is created.
Try ItNew Item
Triggers when an Item in HirePOS is created via Setup > Items.
Try ItUpdated Booking
Triggers when a Booking in HirePOS is updated.
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