Forum Discussion

ericm2's avatar
ericm2
Experienced User
4 years ago
Solved

Supplier Card ID

Hi We have seutp a Customer with a CardID.  They have now become a supplier also. When I tried to add them in in the Cards File section as a supplier (ie Card Type: Supplier), the system won't let ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi ericm2 

     

    The Card ID is a unique field across all types of cards. For example, if you have a customer card with Card ID "ABC", you are not able to have a supplier card with Card ID "ABC".

     

    Typically, the recommendation would be to have a Card ID reference set to have a prefix for each card type i.e. "C-ABC" for customer card ABC, "S-ABC" for supplier card Card ID. 

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi ericm2 

 

The Card ID is a unique field across all types of cards. For example, if you have a customer card with Card ID "ABC", you are not able to have a supplier card with Card ID "ABC".

 

Typically, the recommendation would be to have a Card ID reference set to have a prefix for each card type i.e. "C-ABC" for customer card ABC, "S-ABC" for supplier card Card ID.