How can I use company code?
1. Go to [Settings > System Settings > Numbering > Company].
2. Company numbering can be added by manual numbering and auto-numbering.
Manual Numbering: Once activated, two following functions will be influenced.
There will be one more column for [Customer Number] providing a function to input company number manually when you add or edit customer information, and you could modify it anytime. (customer number cannot be duplicated)
Auto-numbering: After ticking [Activate Customer No.], and you can also tick [Customer Auto-Numbering] based on format design of numbering, including [Include Date] and [Do Not Include Date]. After setting up, auto numbering works when you add a new Customer or revise an unnumbered Customer. Customer number cannot be revised.
*Important note:
1. After setting up, remember to save.
2. If you choose auto-numbering, make sure the format design is correct.
3. The number of company and customer cannot be the same.
4. How to compare company numbering while importing customer data? You can take operating method as reference.