Is it possible in the future to have manager generating a unique code automatically for each new customer?
It could be done but I’m not convinced this feature is that important. If more people think it’s something they would use, I’ll add it.
Or it could have both options automatically and manually,
This could be a good idea but then there would also need to be a way to set parameters to new codes.
I start my codes from 1000 and space them by 10. Like 1000, 1010, 1020. Its easier not to mix up codes like this. Setting parameters like this would be needed in order to not make existing coding structures useless and having to change all prior codes.
In our business we need customer codes to be generated automatically
Because we have 4 salesmen, they get 3 customers each regularly. So total 12 customers.
If they are entering manually , sometimes they end up giving same code or giving out of the order bcz of manual errors.
At some point we might end up with many customers with similar names who can call us to order. So we will ask them give their customer code so we can see their payment record and accept the order or give them better price.
I guess this will be very helpful for so many people. It can work similar to auto invoice numbers
You could give each salesperson their own prefix code.
Salesperson A - 1nnnnn
Salesperson B - 2nnnnn
The trouble with any such scheme that could be implemented is that it would work for one company’s practices but not others. Alternatives include establishing a company policy on how to create unique codes, centralizing the code generation process, or simply using the search functions in Manager to look someone up when they call. It would also be more customer-friendly not to require your customers to remember their own codes.
I wish this could be implemented as well. The problem with not having customer codes is that if you have 2 customers with the exact same name you’re going to struggle a bit with figuring out which is the correct customer.
I wonder if this isn’t one of those features that not having it at all is worse than having something that people can use if they want to?
The way i’d do it if i was the developer is to pick what i wanted for the code sequence and implement it as a new disabled feature that people can enable if they want to.
Then for all the existing people it’s up to them if they want to use it or not.
My personal preference would be to have it.
And how does having an automatic code assist with that separation struggle
1045 ABC Hire Company
2365 ABC Hire Company
ABC1 ABC Hire Company
ABC2 ABC Hire Company
Better to have
ABC Hire Company (xxx)
ABC Hire Company (yyy)
Here are a couple of wrinkles to automatic customer codes I’ll bet you haven’t thought of, @nktech1135.
If Manager assigns sequential codes, you could end up with @Brucanna’s first example. But they are now not sequential in lists, because codes take precedence in sorting. The chances of ever noticing them both are remote; the probability of mistakenly choosing the wrong one is high. If you have no codes, ABC Hire Company and ABC Hire Company appear one after the other in all lists. While you might not be able to tell them apart, you would at least be aware there are two and know to check which you’ve selected, such as by confirming the address.
The other wrinkle is that Manager sorts by text strings, even when there is a numeric code. So a customer with code 1234 would appear in lists before one with code 333, because 1 sorts before 3. When you assign codes yourself, at least you could assign these two companies codes that would appear sequentially, as in @Brucanna’s second and third examples. This also illustrates why alphabetic codes are sometimes more useful in Manager than numerical ones.
I’m already used to working with an accounting system that auto assigns codes when at work so this seems like a bit of a none issue to me. However, i do agree with @Tut’s reasoning about @Brucanna’s first example.
The problem i have with it though is on customer entry, Let’s say you have one customer already in the system from months or years ago.
ABC hire company (xxx)
Now another ABC hire company shows up. How do you know what it’s code should be? Seems to me that it should be advantageous to have manager check and either recommend or auto assign the next code in sequencial order.
I don’t think the codes should be numeric though. In our work accounting system codes are formatted like this.
ABC Hire Company (ABCHIC0)
ABC Hire Company (ABCHIC1)
These are always 7 character codes, if the name wording doesn’t apply itself to that it’ll put in spaces like this.
ABC Hire (ABCHI 0)
If you use codes like the above examples sorting still works correctly.
Also, if the feature is made optional, only those who want to need to use it.
Can we add it, please!
Considering the good practice, it should be as suggested by others too. Manager can keep the option optional like other tabs (Receipt & Payment, SI &PI etc) where organization do not want to assign code and want to opt for some sequence as mentioned above in discussion.
We are using cloud edition and there is a high possibility of creating new customers simultaneously at particular point of time and we MUST have to assign a unique code to each customer.
I was referring to this option which allows user to opt for
- Automatic number
- Any pattern they want to assign or even keep it blank
I think, these practice like in other tabs supports user to bring efficiencies and automate the system.
I will appreciate Manager response and support in this regard.
Yes, many of my setups has multiple accounts per customer and we use manual codes to group them all together.
A custom field of type “counter” has been suggested in the past. Such functionality would address several users requirements. However it maybe technically difficult to implement in Manager.
I suppose the problem with the custom field approach is user would then needs the skills to use custom fields to use custom counters.
Can i ask When it will be added?