CUSTOMERS - Code Change

Change the Customer Code with this utility and have it affect all Accounts Receivable and Sales History

  - can be done in one of 2 ways: 

1. Customer Text Menu for one item at a time
   • type or browse for Existing Customer
   • enter the New Customer Code you
   •  want to replace it with
   • Save or Save and Close to access later to Apply
   • click Apply to complete the process 
     
   •  Print the Customer Code Change List if need be
2. Import Customer Code Change for changing a list of Customers all at once

• • Export Customer list filtered or unfiltered - see Export
  • create a new column for the new Customer Codes you want to use

• • access - Tools > Import
  • click on Open config if you are accessing settings for a previously saved import configuration, or continue as follows:
  • select the .xlsx or .csv file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import to load the file in .xlsx or .csv format
  • select Import Type Customer Code Change
  • under the Import File Field Value from your Excel spreadsheet, select Customer No. field
  • under Spire Field Name select the Old Customer No field
  • click on Match and those two field names will drop to the bottom mapped section
  • next match the Import File Field New Cust No to the Spire Field New Customer No
  • option to select the Destination folder (where successful import file will be moved to)
  • option to select the Failure folder (where failed import file will be moved to)
  • determine whether your spreadsheet Has Header Row (see top)
  • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
  • click on Import
  • open worksheet in Customer Text Menu > Customer Code Change, make any necessary changes

• •  click Apply to complete the process