Assign product part numbers by customer

You can cross reference product numbers with customer part numbers, thereby making it easier to find customer specific products during Sales Order Entry or on eCommerce shopping. Use part numbers if your customer identifies a product by a different name than you do. These numbers will print on the shipping confirmation and the invoice, and they may be used to reserve products.

Reserving a product indicates that the product has been acquired and stocked for purchase by the selected customer, and that the salesman is responsible for moving the merchandise. Reserved products appear on the Reserved Inventory Report, allowing the remaining inventory amounts can be monitored. Reserved products can still be purchased by other customers. See Report on reserved inventory levels.

Tip
You can also cross reference customer part numbers during Sales Order Entry. Right-click the product on the order, and select Customer Part Number.

Enter a customer part number

This part number will print below the product description on all shipping confirmations and invoices for the customer.

1. Go to the Product Master and create or open a product as described in Create and edit products.
2. From the Setup page, click the Part Numbers tab.

   

3. Click Edit.
4. Click the Add Part Number button. A row appears in the Part Numbers grid.
5. In the Customer column, type or search for the customer who has a specific part number for this product, and then press the Tab key. The Description appears.
6. In the Part Number column, type the customer's part number that you want to cross reference with this product number.
7. Optionally, type a quantity of product committed to this customer in the Qty Commitment column.
8. Press the Tab key again or click the Add Part Number button to continue adding customer part number cross references.
9. Click Save.

Reserve a product inventory for a customer

1. Edit the product's Part Numbers page as described above.
2. Click the Add Part Number button. A row appears in the Part Numbers grid.
3. In the Customer column, type or search for the customer who has a specific part number for this product, and then press the Tab key. The Description appears.
4. In the Part Number column, type the product number. Making the product and the part number the same is what reserves the product for the customer.

   

5. Optionally, type a quantity commitment for the customer in the Qty Commitment column.
6. Click Save.

   You can monitor reserved product inventory: see Report on reserved inventory levels.