Solution Number:
3205
Name:
Auto-Generate Customer Codes
Description:
To uniquely identify your customers, you may be using codes generated by your previous software package, or some methodology that makes sense to your business, such as Zip code plus a few letters of the company name, if you are nationwide mail order business.
Big Business Version 2.5 adds the option to check Customer Codes when saving a Customer Card to assure that the code is unique. To complement this feature, 2.5 also adds the option to Auto-Generate a Customer Code in the form of a serial number.
Big Business 4.2.2 auto-generates Customer Codes on imports, when blank, and when converting Contacts to Customers. (3205)
Status:
Added
Picture:
Solution:
Big Business includes the option to Auto-Generate Customer Codes.
To Auto-Generate Customer Codes:
1. Open the Customer Prefs.
2. Click on the Auto-Generate Customer Code check box.
3. Enter a starting number in the Next Customer Code field.
4. Click the OK button.
Big Business will now assign a Customer Code in the form of a serial number, starting with the number specified, to each new Customer Card.
You can reset the Next Customer Code field at any time. In doing so, keep in mind that checking for Unique Codes is a separate option. If you never reset the Next Customer Code field, you are assured of unique codes, but may have gaps in the series of Customer Codes.
The Auto-Generate Customer Codes option assigns the code upon creation of the Customer Card. If you Cancel a new Customer Card the serial number assignment has already been incremented, which will create a gap in the sequence. If you reset the Next Customer Code field to eliminate a gap, you may create duplicates.
Big Business 4.2.2 auto-generates Customer Codes on imports, when Code is blank or not mapped on the import, and when converting Contacts to Customers.
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