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Set a collection code

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Add your own reference — such as an ERP voucher number or bank reference — to a collection, for reconciling it against your other systems. This is separate from the collection’s own serial number, which the system assigns and you cannot change.

Before you start

Section titled “Before you start”
  • You need the sales:collections/setCode permission.
  • Your workspace’s configured workflow must currently allow setting a code on this collection’s status — it is not always available.

Steps

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  1. Open the collection’s details and choose Set code.

    The collection details actions menu open, with the Set code item highlighted at the top.

  2. Enter the code — up to 10 characters.

    The Set code dialog with a code typed into the Code field, which is highlighted, and the Save and Cancel buttons below.

  3. Choose Save.

What can go wrong

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Saving fails with a raw error instead of a clear message

Section titled “Saving fails with a raw error instead of a clear message”

If your code is longer than 10 characters, the app does not always catch this before sending it, so you may see a technical-looking error rather than a plain “too long” message. Shorten the code to 10 characters or fewer and try again.

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