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Customer Code Change:
Customer Code Change allows you to change any customer code in your BusinessVision system and retain all your current information and history.  This automatic conversion allows for a nearly effortless and seamless task of changing to new customer numbers.
  1. Simply select the code you want to change.
  2. Type the new code and add it to the list.
  3. Click "go" and Customer Code Change does the rest.
Customer Code Change automatically converts all current and historic records to the new codes. So you can rest assured that all critical information is retained:
  • Customer Information
  • Accounts Receivable
  • General Ledger
  • Sales Orders
  • Sales History
  • Job Cost
  • Notes / Notepad
  • Customer Specific Pricing
  • Layaway
  • WorkBook
Updating dozens or even thousands of codes is easy using the Import function.  Simply build a text file with the old and new code and import it directly into PowerTools SQL.
 

Customer Code Merge:
Now you can merge any two customer codes in your BusinessVision system safely and easily.  Combines one code into another and all system information is automatically converted.

  1. Simply select the source code you want to merge
  2. Select the target code you want to merge to
  3. Add it to the batch processing list.
  4. Click "go" and Customer Code Merge does the rest.
Customer Code Merge retains the target code and intelligently combines information where needed.  All current and historic records are converted to the target code and you can rest assured that all critical information is retained:
  • Customer Information
  • Accounts Receivable
  • General Ledger
  • Sales Orders
  • Sales History
  • Job Cost
  • Notes / Notepad
  • Customer Specific Pricing
  • Layaway
  • WorkBook

Customer Ship-to Code Change:
Customer Ship-to Code Change allows you to change any ship-to code in your BusinessVision system and retain all your current information and history.  This automatic conversion allows for a nearly effortless and seamless task of changing to new customer ship-to codes.
  1. Simply select the Customer / Ship-to code you want to change.
  2. Type the new Ship-to code and add it to the list.
  3. Click "go" and Customer Ship-to Code Change does the rest.
Customer Ship-to Code Change automatically converts all current and historic records to the new codes. So you can rest assured that all critical information is retained:
  • Customer Information
  • Sales Orders
  • Sales History
  • Notes / Notepad
  • Customer Specific Pricing
  • WorkBook

Customer Ship-to Code Change is NOT part of Customer Code Change and Merge.  It is a separate program included with the following packaging levels:

  • Search and Replace Bundle
  • Customer Manager
  • System Master

Overview:

Now you can implement the customer coding system that works for your business!

  • Clean-up duplicate customer records without losing any information
  • Change alphanumeric codes for customers who changed their name
  • Expand your customer codes to take advantage of the new 20 digit field length in version 7
  • Fix mistakes and input errors

 

 

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