Creating A Customer Part Number Record

To create a new Customer Part Number record:

1.      Do one of the following:

A new Customer Part Number record will open in a new tab:

2.      Enter the following information to the new Customer Part Number record:

Note: Use your [Tab] key to move from one field to the next. Mandatory Fields (fields which must contain a value before a function can be completed) are shown with a yellow background.

• Account: Enter the customer's Account number. This is a mandatory field. When you Tab to the next field the Company name will display in the field to the right.

• Product: Enter your Product code for the product. This is a mandatory field.

• Customer Product Ref: Enter the term/reference used by the customer for the same product. This is a mandatory field.

The Date Modified/Created field defaults to today's date.

• Packing Details: Enter (optional) Packing Details associated with this Customer Part Number.

• Comments: Enter (optional) comments for this Customer Part Number.

3.      When you have completed the fields as required, select Save from the Toolbar - Sub Menu to save the new record.

Once a Customer Part Number record has been created for a product, you may refer to the product using the customer's reference as well as your own Product code.

Referring to the example above: if a user wishes to add the above product - '10" x 6" Railway Sleepers 8'6" Hardwood - Import' - to a Sales Order, instead of typing the product code (0101250150U) into the Product Code field the user may enter the Customer Part Number 'Sleepers' as an alternative.

NEXT: Editing A Customer Part Number Record