Best Practices: Customer ID

At the moment we have our customer ids like the first couple of letters of our client.

I feel this gets messy though especially when you have companies with similar names.

In addition, we are trying to have our ecommerce store data relate somewhat to Sage so we can import invocies. For this, I believe the customer ID is the unique identifier.

I was thinking of changing the customer IDs to numbers. This way I can also change it to numbers on my eccomerce site.

So, Acme, INC would be customer ID:  10001  (in both Sage and my ecommerce store)

Is that a good idea? Do people use numbers?

  • I use the first letter or each letter of the company name.  Best Business Strategies is now BBS.  Since you can sort by name and ID, it makes it really easy to find the vendors and customers most of the time. 

  • in reply to Best Business Strategies

    I guess you could also just sort by Company name, too.


    My problem with using the letters is typically a MYSQL or SQL database gives company records numerical IDs. If I want to import invoices rather than manual enter invoices, it's not possible unless the company ID's match.

    Do you import invoices or create them manually in Sage 50?

  • in reply to SSiegel97

    Yes, with cartspan.com.  Also manually.  What I didn't want to do is type a city name before I got to the real company name.    example.  City name flower, city name plumbing, city name water etc.   It so much easier to you first letter of each word in name.   

    You can also use phone numbers, but that does not work for me.  I usually look up the client to get his phone number.  

    Shirley Byard, 

    Best Business Strategies

  • in reply to Best Business Strategies

    Just tried emailing cartspan. The owner sounds a bit strange. Came off as very combative on the phone. Then apparently when I emailed him, he mentioned we tried to work together in 2013 and because we didn't stick with his solution then, he wanted to pass on our business. Very bizarre way to run a business. I'm assuming during this pandemic he is flooding with business options. Good for him.

  • Numeric is better because you can guarantee it will be unique identifier 

  • in reply to khodonnell

    I think I will go the numerical route. It will provide a rock solid unique identifier that I can match up with my MYSQL/e-commerce data.