What is Item cross reference?
- Item Cross reference is useful to identify the items that are ordered by a customer or that you are purchasing from a vendor based on item numbers other than your company. we can use Item reference on the line level of Purchase quote sales quote, purchase order sales order, purchase invoice sales invoice. & purchase credit memo sales credit memo.
Process to create item references
- Users need to go the item card, click on Related, choose option item & select item references
By clicking on item references user will have item reference entries page, user can follow below steps to fill up the fields on that page.
Steps to follow
- Select Vendor, Customer or Bar Code in the Reference type field.
2. In the Reference Type No. field, select Vendor No, Customer No. or Bar Code
3. Enter Vendor, Customer Item No. or Bar code no in the Reference No. field.
4. Fill up variant no. from the list
5. Choose Unit of Measure from the list
6. Enter description for the Item. This description will be automatically copied in Purchase or Sales order line when you enter cross reference in Sales or Purchase order line
7. Enter starting date and ending date from when the item reference number will get valid
8. Create a new Purchase Order/ Sales order.
9. In Reference No. field to select a Reference no. System will automatically fill the Item No. and other information in the order line.
If you’re curious about how we can assist you in reaching your goals, don’t hesitate to get in touch. Our dedicated team is ready to provide support every step of the way.
Let’s turn your vision into reality together!
