Admin > User Codes > User Code Entry Screen
Before creating or modifying a user code, first identify the field name and the location of its dropdown. This step ensures you know whether the field can be customised on the current screen. Once the field is confirmed, navigate to the User Code screen to add or update the dropdown options as needed.
The User Code Entry Screen has two tabs: Details and Address
In the details tab:
| Fields | Explanation |
|---|---|
| Code Type | Select the required type from the dropdown list. |
| Code | This is usually an abbreviation of the User Code Name field |
| User Code Name | The name or label that will appear in the dropdown. |
| Group and User Name | Select the option All in these fields. |
| Contact details | You can add the user’s Contact Name, Phone, Mobile & Email. |
| Address | You can add the address of the code |
| Notes | Note box allows you to add any notes related to user code. |
Note - The code you enter is only visible on this screen and the main User Code List screen. It does not appear elsewhere in the system.
In the Address tab:
You can enter the user’s address details. If the mailing address is the same as the local address, tick the Copy Address checkbox to automatically fill the mailing fields.
Once you have entered data in all the fields, select the Save button at the top of the screen. After saving the new entry, you can navigate back to your original screen and refresh it. Your new user code will be listed in the dropdown.