Link Principal Codes

A Principal Code is the account number or identifier a principal uses for a particular client. When the code is included with an order, it lets the principal quickly recognise and associate the order with the correct client — without searching for a name or other details. It’s a systematic way of linking orders to the respective principals, streamlining identification in business transactions.

• For a single principal code — linking/editing manually is suggested.
• For multiple principal codes at once — importing is suggested.

Link a Principal Code Manually

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Steps

1. Select Customers in the navigation menu on the left.
2. Select Edit Customers in the menu below.
3. Select Principal for the specific customer you need to work with (yellow button).
4. Next to the applicable principal company name, enter the required code under Principal Store Code.
5. Double-check the code.
6. Select Save (green button at the bottom right).

Take note

Principal Codes must be 10 digits long. If the code provided is shorter, add zeros to the beginning of the code until it reaches 10 digits.

Import Multiple Principal Codes

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Steps

1. Select Data in the navigation menu on the left.
2. Select Principals in the menu below.
3. Next to the applicable principal company name, select Customers.
4. At the middle top of the page, select Import.
5. Copy the Available Fields provided.
6. Open a new Excel sheet and prepare it:
   • Paste the available fields into any cell except the first one.
   • Copy the selection again, then go to the first cell and right-click.
   • Hover over Paste Special.
   • In the add-on pop-up, select the Transpose option to paste.
   • Delete the first batch of copied fields.
   • Adjust the column width to view all fields properly.
   • Copy the relevant information from your own database and paste it into the correct columns. Compulsory fields are Customer Code, Customer Name, and Principal Code.
   • Save your Excel document.
7. Return to your BizTrack page and select Browse.
8. Search for your saved file and select it.
9. Ensure the correct file name is displayed next to the Browse button.
10. Select Import.
11. Confirm by selecting Import again.

Excel preparation

Your Excel document may only contain one sheet. Remember: Principal Codes must be 10 digits long — pad shorter codes with leading zeros until they reach 10 digits.

Checking your work

You can spot-check on the next page, where all customers with linked principal codes are listed. Or check individually under Customers → Edit Customers, search for a customer, then select Principal (yellow button on the right).