Supplier and customer categories

Use this page to manage categories for customers and suppliers.

Create a category

  1. Enter the required information such as the Name and ID.
  2. Indicate that the category applies to suppliers, customers, or both, by completing the Customer and Supplier checkboxes.
  3. Save.

Sequence number management

To manage sequence numbers, activate the Sequence number management switch. The Sequence number field displays. You can select or create a sequence number to assign to the category.

When you create a supplier or customer and select a category, the ID will display the sequence number associated to the Category you select.

If you start to enter an ID and then select a Category that is associated to a sequence number, you have the choice of keeping your entry or generating a new ID linked to the category and its associated sequence number.
When you create a supplier or customer from a business entity, the same process applies.

Edit a category

You can edit a category. Make any necessary changes and Save.

Duplicate a category

To duplicate a category, select the Duplicate icon. You need to add a unique ID to create a duplicate record.

Delete a category

To delete a category, select the More actions icon and Delete.