Tips on naming your Customers, Suppliers and Products

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Unleashed gives you full flexibility of naming Customer, Supplier or Product data. Here we present a list of key points that will help you stay in control and ensure you have a consistent and organized approached when naming Customers, Suppliers and Products.

Customers

  • Ensure that each customer code is unique. No customers should share the same code.
  • Ensure that each customer has a meaningful code, this could be something related to the Customer itself, a mix of alpha-numeric characters is usually a good start. You can also use other basic symbols such as – or _.
  • Try to avoid using ‘0’ or ’00’ at the beginning of your customer codes.
  • When assigning codes, make sure you are consistent in your naming convention. Having criteria or naming convention standard may help with this.

Suppliers

  • Ensure that each supplier code is unique. No product should share the same code.
  • Ensure that each supplier has a meaningful code, this could be something related to the supplier itself, again a mix of alpha-numeric is possible, and you can always use other basic symbols such as – or _.
  • Try to avoid using ‘0’ or ’00’ at the beginning of your supplier codes.
  • If you have a series of similar suppliers, think about using variants of the same supplier code.

Products

  • Ensure that each product code is unique. No products should share the same code.
  • Ensure that each product has a meaningful code, this could be something related to the product itself, again a mix of alpha-numeric is good, and you can always use other basic symbols such as – or _. Try to avoid using ‘0’or ’00’ at the beginning of your product codes.
  • If you have a series of similar products, think about using variants of the same product code.

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Melanie - Unleashed Software
Melanie

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

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