For some businesses, having a customer order reference is imperative for invoicing and billing purposes. Enable our system option to make customer order reference a mandatory field when users process orders via the CRM. Alternatively, you can flag individual Companies to require a customer order reference - rather than enforcing this option for all customers.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To enable mandatory customer order reference, click on the cog icon in the bottom left-hand corner of the CRM.

Step 2: Enable Require Customer Order Reference Option

Search for 'Require Customer Order Reference', and enable the 'Require Customer Order Reference' option.

Step 3: Enable Require Customer Order Reference for Companies

Alternatively, you can flag individual Companies to require a customer order reference, rather than enforcing this option for every single customers. To do so, you'll need to customise-in the 'Require Customer Order Reference' field to the Company record. Simply navigate to the relevant Company, then go to the customiser by clicking the further options menu (three dots) in the top right-hand corner.

Step 4: Add Field

You'll then be in edit mode, where you'll be presented with the CRM groups and field names. To add the Require Customer Order Reference field, click on the 'Add Field/Report' option from the appropriate group.

Step 5: Choose 'Add Fields'

You'll then be presented with two options; 'Add Fields' and 'Add Report'. Choose the 'Add Fields' option.

Step 6: Add Required Customer Order Reference Field

The main Company fields will then be listed, but to access the Required Customer Order Reference field, expand the Company section by clicking the 'Show More' button.

You'll then be presented with the full list of Company fields that can be added. Tick the 'Require Customer Order Reference' field and select 'OK'.

The field will then be added to the record layout. Make sure you click the save icon to ensure the changes are saved for all Company records.

The Require Customer Order Reference field will then be available on Company records. If the Company needs to have a customer order reference when an order is confirmed, change this field to 'Yes'.

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