Customer No. and Vendor No. Assignments

In Salesforce, the Account object allows you to manage various entities such as customers and vendors.

Customer No.

When a Sales Invoice is posted, and the Customer No. field on the account is blank, GoldFinch will automatically assign a unique customer number based on the Customer Numbering Series.

Vendor No.

When a Purchase Invoice is posted, and the Vendor No. field on the account is blank, GoldFinch will automatically assign a unique vendor number based on the Vendor Numbering Series.

Article Customer-No-and-Vendor-No-Assignments  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center