ericm2
5 years agoExperienced User
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 ...
- 5 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.