Require Unique Customer Codes


Big Business 2.0 includes the option to require unique Item Codes in the form of a checkbox on the Item Preferences (Item Prefs) card. This is very valuable for data integrity. When users are not forced to use unique codes it is possible to create two items with the same code. Requiring unique codes prevents accidents such as putting the wrong item on a transaction or double entering the item (e.g. creating two identical cards).

Why not have the same feature in the Customer Prefs and require unique Customer Codes? (3038)




Turn on Unique Codes in the Customer Prefs:



Big Business 2.5 adds the option to require unique Customer Codes.

To Require Unique Customer Codes:
1. Open the Customer Prefs.
2. Click on the check box for Unique Codes.
3. Click the OK button.

Big Business will now alert you when you are attempting to save a Customer Card using a Customer Code which is already in use by another card. The message, "Customer Codes must be unique." will appear and you will not be able to save the Customer Card until you enter a Unique Code.

Keep the following issues in mind when using the Unique Customer Code option. If you already have Customers Cards with Duplicate Customer Codes, Big Business will alert you of the duplication the next time you save changes to one of the cards with a duplicate Customer Code.

To gain maximum benefit from the duplicate checking, you should consider a standardized method for assigning Customer Codes, such as Zip Code plus a few letters of the Company Name, or using a unique identifier like a phone number. To help you assign Unique Customer Codes, Big Business 2.5 also includes the option to Auto-Generate Customer Codes.



Related:

  Chapter 503 Customer Preferences

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