Selling a customer cross reference product

Customer cross reference products are set up in Product Extended Product Cross Reference Setup as Customer records. Use these instructions to enter a customer cross reference product on a sales order using Advanced Line Entry.

You can also sell customer product cross reference items using Quick Line Entry. Validation of a customer product number in Quick Line Entry or the Shopping List is done when the order line is created. If a Product Extended Product Cross Reference Setup record is not found or there are multiple customer cross reference products, the line is created, but the customer product is not loaded on the line. Use the Sales Order Entry Line Items grid Customer Product column to identify which lines do not have a customer product number. Then use Advanced Line Entry to maintain the information on the Customer Product window.

  1. Select Sales > Entry > Order.
  2. Complete the required fields and click Next.
  3. Select Advanced Line Entry.
  4. In the Add Line Item section, specify the customer's product number in the Product field.
  5. Complete the remaining fields and click Add.
  6. Click Edit Lines to view the Line Items grid.
    If a single cross reference record exists for the product, your product is listed in the Product column. The cross reference number you specified in step 4 is listed in the CrossRef Product column.
  7. If multiple cross reference records exist for the product, choose the desired cross reference product from the list and click Apply.
  8. If no cross reference record exists and the customer requires that you use their product number the Customer Product window is displayed. Specify the customer's product number and any other required information and click OK.
    To require the customer's product number on sales orders, set the Require Customer Product option in Customer Setup.
  9. If no cross reference record exists, and the Require Customer Product option is not selected, you can access the Customer Product window to create one. Select Customer Product from the More (…) menu. Specify the customer's product number and any required information and click OK.
  10. To enter a customer product number for a nonstock product, create the line as a nonstock line. On the Non-Stock window, specify the Customer Product.
  11. Finish the order.
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