Tracking Custom Information (CC Codes)
CC Codes, or Custom Tracking Codes, are user-defined codes that provide an additional sorting option for tracking custom information for your business. You can set up as many CC Codes as you want and, if you add the Custom Tracking field to your entry layout, select codes to add to your transactions. For example, you might want to track how a customer heard about your business.
You can also set up this field to show in the detail section of the sales entry window, which allows you to track specific information for each item in the sale. For example, your salesperson could indicate whether a line item is returnable or enter marketing demographics. Another benefit of these codes is that you can use them as a filter/sort option for some Sales reports.
To set up a CC Code:
1 In the Sales module, select Options > Define Customer Information Tracking from the left navigation pane.
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2 Enter a code of up to six characters.
3 Enter a description that represents this CC Code.
4 Select Save to keep this CC Code.
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Published date: 11/22/2021