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 me do it.  Says that it's already used.

 

I can't see it being used in the Supplier list - only the Customer list.

 

Do Card IDs have to be unique across all Cards - including staff?

 

Thanks.

 

  • 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. 

1 Reply

Sort By
Replies have been turned off for this discussion
  • 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.