Change the debtor number

Update a customer's debtor number carefully in the BackOffice.

Change the debtor number only when you need to correct customer numbering.

Use this carefully.

A wrong debtor number can break links to customer data.

Debtor numbers are part of the standard customer record.

They are available in all OutSmart packages.

Note the current debtor number before you change it.

Do not reuse a debtor number that already exists.

1

Open the customer

Go to CRM.

Open the customer you want to update.

2

Start editing

Click Edit in the top-right corner.

3

Change the debtor number

Update the debtor number field.

You can enter a number manually.

You can also use the wizard to fill the next available number.

4

Save the customer

Click Save.

Frequently asked questions

Why should I be careful with debtor numbers?

Debtor numbers link customer data across OutSmart.

A wrong value can cause invoice or work order errors.

Can I change the debtor number back later?

Yes.

That is why noting the original number is important.

Can I use a debtor number that already exists?

No.

Use a unique number only.

Related topics

• Customers
• Create a customer