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Create Customer Sort Codes

Create Customer Sort Codes

Use the Customer Sort Codes Maintenance screen to create and edit Customer Sort Codes.

No Pre-Requisites

Step-by-Step Guide

  1. Access the Master module.
     

  2. Click Sales.
     

  3. Click Customer Sort Codes.
     

    image-20250512-195926.png

  4. Click Add.
     

    image-20250512-200639.png

  5. Specify a Code value. For example: TOP10
     

  6. Specify a Description value. For example: Top 10 Customers
     

  7. Specify a Sort Order value. For example 1
     

  8. Click Save. 
     

    image-20250512-200959.png

Video

Video

Looking for labels? They can now be found in the details panel on the floating action bar.