Setting up a customer product cross-reference record

If you set up customer product cross-reference records, customers can use their product names when they place orders.

You can also create customer product cross-reference records to create customer product records in Storeroom. Do not specify a ship to when you create a cross-reference record for Storeroom. 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:
    Customer
    Specify the name of the customer.
    Ship To
    Specify the name of the ship to, if applicable.
    Customer Product
    Specify the customer's name for the product.
    Customer Product Information
    Specify additional information about the customer's product.
    Quantity
    Specify the quantity of the product that the customer typically orders.
    Our Product
    Specify the product in your inventory to cross-reference with the customer's product. If you specify a catalog product, you must confirm that the value is correct.
    Unit
    Specify the standard unit for this customer and product.
  5. Click Save.