The customer code serves as a unique identifier for each client, making it easier to retrieve their data. This is especially useful when managing a large customer base or handling multiple orders simultaneously.
Here’s how to display the customer code on the sales order printout template.
Displaying Customer Code on the Sales Order Printout
Go to "Settings".
Open the "Print Setup" page
The default choices are the “Sales” module and the “Sales Order” document.
Ensure the paper size is set to A4 or Custom.
Choose the desired template to modify.
Click on "More Actions".
Select "Edit".
Go to the "Company & Bill to Data" section.
Enable the "Customer Code" column by clicking the checkbox ▢.
Click "Save".
Note: You can customize the code properties through module settings, as "Edara" allows you to activate or deactivate the following three features:
"Unique": Ensures the code cannot be duplicated.
"Auto-Generate": Allows the system to create the code automatically. Before enabling this, ensure all customers have a numeric code, and you can update them in bulk if needed.
"Required": Specifies whether generating a code is mandatory.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.