Overview of Client Code

Navigate to : Merchandise > Client Code

The Client Code feature allows Admin users to save and manage client-specific preferences. By using a Client Code, Sales Representatives automatically see the correct colors, fonts, and clipart linked to a client.

What is a Client Code?
Client Code is a unique identifier assigned to each client. Based on this code, the system will display the pre-configured:

  • Color Sets

  • Font Sets

  • Clipart Collections

This makes it easier for Sales Representatives to access the right branding assets during their workflow.
Managing Client Codes
Admin users can perform the following actions to maintain client preferences:

  1. Save Client Code API - Used to save the client code data as a master record

  2. Update Client Code API - Used to update the master record of the client code data

  3. Delete Code API - Used to delete client code data and its dependent child tables data

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