Transaction Number Formats in Customer Service
- Zwing KB Team
Customer Service allows you to customise transaction or document number formats: starting with Gift Voucher Codes generated for each voucher group.
View and Manage Transaction Formats
From the sidebar menu go to Settings → Transaction Format to open the Transaction Format page. Here you can view all formats you have created, create new formats or edit unused formats.
Tap on the name of any format to open its Format Summary page. Here you can view format details or edit the transaction number format.
Create New Transaction Format
You can create a new transaction format by following these steps:
On the Transaction Format page, tap on the Create New Format button.
This will open the Custom Format page. Start by filling the Format Details section: Select the Transaction Type as Gift Voucher, and add a Name for your format.
You can configure the transaction format in the Format Section. In this section you will be able to select sections of the format and modify them as required.
The format must be at least 3 characters long, and cannot have more than 16 characters.
Prefix is a mandatory parameter and can have up to 2 characters. You can modify Section Length and Prefix Text as required.
Date allows you to show Date, Month or Year. You can select different formats, and choose between no separators, - (hyphen) or a / (forward slash).
You can change the position of a section within the format using the Move Left and Move Right buttons. If a section is not required, use the Remove Section button to exclude them.
Sequence is a mandatory section for which you can modify the Section Length and the Starting Number.
Random is an optional auto-generated section that fills itself with random alphanumeric values. You can modify its Section Length.
Suffix is an optional parameter and can have up to 2 characters. You can modify Section Length and Suffix Text as required.
You can always bring back a removed section using the + button at the end of the format. In the dropdown that opens, you can also choose to add separators (- or /).
Once you have configured the format to your liking, tap on the Save button to create the transaction format and return to the Transaction Format page.
Congratulations, you have successfully created a new transaction number format.
Edit Transaction Formats
To edit an unused Transaction Format follow the steps below:
On the Transaction Format page, tap on the Pen icon (Edit) on the row of the format you wish to modify.
This will open the Edit Format page, where you can modify the transaction format according to your requirements.
Once done, tap on the Save button to save your the changes and return to the Format Summary page.
Transaction formats with an In Use or Exhausted status cannot be edited.