You can cross reference product numbers with customer part numbers, thereby making it easier to find customer specific products during Sales Order Entry or on eCommerce shopping. These numbers will print on the shipping confirmation and the invoice, and they may be used to reserve products. Use part numbers if your customer identifies a product by a different name than you do.
Tip
You can also cross reference customer part numbers during Sales Order Entry. Expand the product in the Line Items list or right-click the product on the order, and select Customer Part Number.
Enter a customer part number
This part number will print below the product description on all shipping confirmations and invoices for the customer.
- Go to File > Customer > Master.
- In the Customer box, find the customer you want to edit by typing the name, number, address, or phone. If the data for your customer does not appear automatically, press the Tab key.
- From the Setup page, click the Part Numbers tab.
- Click Edit.
- Click the Add Part Number button. A row appears in the Part Numbers grid.
- In the Product column, type or search for the product number or description, and then press the Tab key. The Description appears.
- In the Part Number column, type the customer's part number that you want to cross reference with this product number.
- Optionally, type a quantity commitment for the customer in the Qty Commitment column.
- If you want to attach External Comments. Internal Comments, and/or Work Order Notes, then select the check box and type the notes into the pop-up that appears. These notes are viewable in the sales order when this specific product-part number is added to an order placed for this customer.
- Press the Tab key again or click the Add Part Number button to continue adding customer part number cross references.
- Click Save.
Reserve a product inventory for a customer
Reserving a product indicates that the customer has acquired and stocked the product for purchase and that the salesman is responsible for moving the merchandise. Reserved products display on the Reserved Inventory Report so that the remaining inventory amounts can be monitored.
- Edit the customer's Part Numbers page as described above in steps 1-3.
- Click the Add Part Number button. A row appears in the Part Numbers grid.
- In the Product column, type or search for the product number or description, and then press the Tab key.
- In the Part Number column, type the product number that you just entered in the previous step. Making the product and the part number the same is what reserves the product for the customer.
- Optionally, type a quantity commitment for the customer in the Qty Commitment column.
- Click Save,