Notify Reference
Notify Reference enables automatic notifications.
For an online order, you might put the web order number into Customer PO# so you know how the order was placed. If you want the customer automatically notified, put the same web order number into Notify Ref#, so they will know what order shipped.
Notify Ref# is required so the customer receiving notifications can identify the source. If they receive order confimation from your web store and shipment confirmation from Big Business, they can match the two since both have the web order number.
Notify Ref# can also be an Order Number or ID from their procurement system so they can receive automatic notifications about its status.
This Solution provides details for using this feature. (7137)
To use Notify Ref#, set up automated notification such as Web Notify. Then import Notify Ref# (pictured) or enter on screen using From Quote /Order pulldown to switch to Notify Ref#.
Order References
Order References are extra fields you can import with Orders, namely:
• Ref Order Number
• Ref Order Tax
• Ref Order Total
• Ref Item Tax
• Ref Item Tax Code
These entries are for reference and may or may not be used to replace calculated results. You might use Ref Order Number to have the order number from your web store to put on Notifications.
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To enable Order Refs:
1. Go to the Company Card to the Advanced tab.
2. Click the checkbox for Enable Order References.
3. Click OK to save changes.