Setting up a customer product cross-reference record

Do not specify a ship to when you create a cross-reference record. Ship to values are not associated with products in Storeroom.

  1. Select Product > Setup > Extended Product Cross Reference.
  2. Click Customer.
  3. Click New.
  4. Specify this information:
    Specify the name of the customer.
    Customer Product
    Specify the customer's name for the product.
    Customer Product Information
    Specify additional information about the customer's product.
    Specify the quantity of the product that the customer typically orders.
    Our Product
    Specify the product in your inventory to cross-reference with the Storeroom product.
    Specify the standard unit for the customer and product.
  5. Click Save.