Customers may ask that you include a specific ID number on your invoices for them for internal purposes. Or, if you're including information that changes, such as their PO number, you may want the label "P.O. Number:" to auto-fill in the sales order to save you some time. In both of these cases, setting a default customer reference will provide an ideal solution.
These references can be set on a per-customer basis, allowing you to cater to multiple customer's requirements.
To set a default reference for a customer:
- In the Sales Centre, click Maintain Customers.
- Locate the customer in the list, then either double click or single click then click Edit in the bottom left corner to open the customer's profile.
- Click on the Order Details tab.
- In the Customer Reference field, enter the appropriate information.
- Click OK to save your changes.
Please note that this change will not apply to any existing open sales orders. Only those created after this process has been completed will reflect the changes
If you have customer reference information which is not constant, you can add it to a single sales order using the steps outlined in Add a Customer Reference to a Sales Order