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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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 or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItNew or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Try ItCompany
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
New Quote
Triggers when a Quote record in HirePOS is created.
Try ItNew or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Try ItCompany
First Name
Last Name
Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Referral Source
Notes
Booking DateRequired
Booked From
Booked To
Event Date
Company
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Country
Phone 1
Phone 2
Phone 3
Fax
Email
Delivery Address Line 1
Delivery Address Line 2
Delivery City
Delivery State
Branch Code
Reference
Invoice Category Name
Message
Comments
CodeRequired
Quantity
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
