Add area name and code in Customers Collection

Add area name and code in Customers Collection

URVA users can add area field in Customer Collection in Bulk by using steps which are mentioned below :

To add areas/codes in bulk , please follow the steps below :

  • From BSNL Salesport Homepage, go to Customers under Collection.
  • Select Retailers and the retailers list will be opened.
  • Now click on the +ADD button and choose Excel.

  • Download the template and add Area code and Area name accordingly.
  • Drag and drop the file .
  • Finally click on the upload button to upload the data.
  • The data will be downloaded successfully.







    • Related Articles

    • Update or Assign Retailers to Users

      Update or Assign Retailers in Bulk : From BSNL SalesPort Homepage, Go to the "Customers" under "Collections". Select the "Retailers" from the list of collections. Export the 'Retailers' by clicking on the downward arrow (right-hand side of the ...
    • Update Retailers in bulk

      To update Retailers in Bulk, please follow the steps which are mentioned below : 1. From BSNL Salesport Homepage, go to the Customers under Collections. 2. Select the Retailers from the list. 3. Click on the +NEW icon and then choose UPLOAD to add ...
    • How to take order via order taking form?

      FOS will take the order and perform the activity under the assigned Beat routes to complete the Beat Plan. To take orders, follow the steps below : Login to "BSNL Salesport" using your credentials. Click on the "Work" tab in the navigation bar. ...
    • Vendor Onboarding Process:

      ADDITION OF A NEW VENDOR: Go to Tasks. Choose “Vendor Registration Form” Click on + icon from bottom right corner. Go to form and in the first field, select whether it is a new vendor or existing one whose information needs to be added in the system. ...
    • FM/RMC Responsibilities

      Daily Activities Check attendance Report Check Order taking Report Check attendance Report: It is very important to check attendance reports on a daily basis so that you can know how many FOS are working and how many are not working today. Start your ...