Customer No. and Vendor No. Assignments
Overview
In Salesforce, you can use the Account object to manage different prospects, customers, vendors, or partners.
When an Account becomes a Customer/Vendor, you can manually assign a unique customer number to the Customer No. field or a unique vendor number to the Vendor No. field.
Customer No. Additional Information
When a Sales Invoice is posted, and if the Customer No. field on the Vendor account is blank, GoldFinch will automatically assign a unique customer number using the Customer numbering series.
When searching for customers on the Sales Order or Sale Invoice page, check the Is Not Customer field on those accounts to filter out accounts that are not customers.
Vendor No. Additional Information
When a Purchase Invoice is posted, and if the Vendor No. field on the Customer account is blank, GoldFinch will automatically assign a unique customer number using the Vendor numbering series.
When searching for vendors on the Purchase Order and Purchase Invoice page, check the Is Not Vendor field on those accounts to filter out accounts that are not vendors.