Feature Request - Automatic Unique Customer Account Creation Answered

Juan Interlandi

Company: Steri-Tech Medical Innovations, LLC
Submitted by: jorge@steritechmed.com

Description:
The user requests the ability for Cin7 Core to automatically create unique customer account numbers/IDs, particularly for large organizations with multiple sub-offices (e.g., HHS with 218 offices in Massachusetts). They need a way to identify each branch while still linking them to the parent organization. The feature should allow retaining existing account numbers or generating new ones, and display these numbers on sales orders. This would simplify locating customer records and resolving issues for both customers and the business.

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Comments

2 comments

Date Votes
  • Comment author
    Community Team
    • Official comment

    Hi Juan,

    there is already a mechnism to link parent and child customers together. 

    Please refer to: Customer hierarchies – Cin7 Core

  • Comment author
    Community Team

    Currently, the uniqueness for our customer record is the ‘Customer Name’.  The customer ID is assigned by the database when a new record is created and is always unique. 

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