Reference Value

Purpose

The reference field is a helpful way to name a particular order. This can make it easier to search for it later.

Open

Examples

Some examples would be to

• Product Type

• Sales Person

  • Warranty

  • Service call

  • Repair

• Date

• Quote type

  • Just shopping

  • Fabric select

  • Full options vs cheap

• Job type

  • Quote for School/aged home

  • Bid for contract

  • Home

  • Commercial

What if I use the same Reference for multiple orders?

If you were to use the same order reference for multiple orders (For the same customer)

2 things would occur

First when creating the second order, once the user gets to the Extra screen the default address will be the same as the original order, you can change the address but it is something to be mindful about when using the same reference for multiple orders.

The Second occurrence will occur during invoicing.

Once the jobs have been completed in Job tracking and Dispatch the orders will appear in the Invoicing area

You have the option to Combine related orders into one invoice.

Open

This will combine all the products that are in each order into 1 order

As an example if you have 3 orders with 1 blind each, you could combine them into 1 invoice with 3 blinds.