References

Here you enter references and goods label for the customer order.

Our reference

Here you can select among the persons in the company who are registered as references in the personnel records. If you start typing in the field, the system will suggest the reference that matches what you have typed. The Our reference field will by default show the name linked to the logged-in user. If no such link exists, the user’s most recently selected Our reference, will be suggested. The More info button becomes visible after you have selected/entered a reference. Using it you can access information about the reference in question. In More info you can also open the chat function called Monitor chat and send chat messages to the selected reference. To be able to use the Monitor chat, the logged in user has to be linked to an employee.

Customer's reference

The person suggested in the Customer’s reference field is the person set as the default reference in the customer register. But it is possible to select among all references registered for the customer. If you start typing a name in the field, the system will suggest the reference that matches what you have typed. If you click the Find button in the field you will also see reference category and reference remark. The More info button becomes visible after you have selected/entered a reference. Using it you can access information about the reference in question.

Customer's reference code/reference number

When e-invoice should be applied, you can here enter the reference person's code or number with the customer. This code will be included in the export file when e-invoice is sent if the person is registered as the customer's reference on the invoice. In the export file, the reference code/no. will be shown under the "BuyerReference” tag and the customer's reference (name) will be shown under the "Contact" section. If no code is entered, the customer's reference (name) will be placed under the "BuyerReference” tag as well as under the "Contact” section. If a reference code/no. has been entered in the Customer register procedure for the customer or for the selected reference person, this reference code/no. will be shown by default in the field.

Goods label

Does not apply to Blanket order – Sales. You can enter goods label on two rows. The goods label is used when the customer wants the order to be marked/labeled with a certain text or a reference number. The goods label is displayed on order documents and on transport labels. The total length of the goods label cannot be more than 78 characters.

Goods receiver's reference

Here you select a reference for the goods receiver. This field is empty by default when you register a new order. If you change the delivery address of the order to another customer or supplier, its default reference will be suggested. However, you can select another reference or enter one manually.