Reporting product code lookups

In the Common reporting product code lookups section, you can create new codes, update existing ones, remove unused codes, and set a default code as needed. Below, we use the card reporting product code as an example to illustrate how to manage these lookups.

To manage the lookup codes, follow these steps:

  1. Go to Administration > Settings > Lookups.

  2. From the content menu, select Common > Reporting product code.

  1. To create more lookup codes, click Add.

  2. The Create new lookup modal opens. Enter the lookup code and add the translations.

  3. Click Create to save the new lookup.

After setup, the codes become available for use in debit card products, credit types, and instalment plan types.

  1. You can edit a lookup code by clicking Edit, which opens the lookup modal where you can make changes.

  1. To remove a lookup code, click Delete and confirm the action to proceed.

  1. To change the default lookup code, check the Is default checkbox next to the desired code and click Update default.

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