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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

  • 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

  1. Open the collection’s details and choose Set code.
  2. Enter the code — up to 10 characters.
  3. Choose Save.

What can go wrong

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.