The module for streamlines customer management by automatically assigning a unique reference code to every new customer. This robust feature enhances traceability and organization by introducing standardized customer identification directly within the platform.
Automatically generates and assigns a unique reference code when a new customer is created
Applies unique reference generation consistently across existing and newly added customers
Integrates with core modules including Contacts, Point of Sale, Inventory, Invoicing, and Discuss
Enhances customer traceability and identification with standardized reference codes
Eliminates manual entry errors by automating reference generation
Streamlines operations across CRM, sales, and invoicing workflows
Maintains consistency and organization across customer records
Auto Create Customer Code
Assign Unique Ref Code to Each Customer
Auto Generate Unique Customer Reference Code
Generate Customer Unique Reference Code App
Generate Customer Unique Reference Code App helps user to generate and identify each customer with unique reference , User can also search customer using this unique reference in backend also in point of sale.
Generate Customer Unique Reference for Customer
Under Settings > General Settings menu user can see "GENERATE CUSTOMER CODE" button, on clicking this a unique reference code for every customer will generated.
If User creates a new customer a unique reference will also assigned automatically, User do not have to generate for each customer.
Customer Unique Reference
User can see generated unique reference for customer in form view.
User can also see unique reference for every customer in tree view.
Search Customer with Unique Reference
User can see search customer with unique reference as bellow image.
Customer Unique Reference in POS
User can also view and search customer with unique reference in point of sale.
Search Customer with Unique Reference in POS
User can also search customer with unique reference in point of sale.
