Custom order Reference Overview

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Custom Order Reference is designed to help you control purchases and link the internal orders to external systems from your company using your external order reference. With the feature in place, you can add a custom order reference, such as invoice, to the order on Yves.

Info

Keep in mind that the feature is available only for logged-in users.

In the Storefront, you, as a Buyer, can add a custom order reference to the order or edit it (if needed) on the Cart page, and then view it on the Summary page. Once the order has been placed, the reference becomes non-editable and is displayed on the Order Details page in your customer account.

Cart Page

yves-custom-order-ref-cart-page

Summary Page

yves-custom-order-ref-summary-page

Order Details Page

yves-custom-order-ref-order-details-page

When working with the order in the Back Office, you, as a Back Office user, can view, edit, or remove the custom order reference on the order details page.

zed-custom-order-ref-new

If you submit a quote request and then convert it to the shopping cart, the cart gets locked. However, adding and updating the customer order reference for the locked cart is still possible.

In the Approval Process scenarios, both approver and buyer can add or edit the custom order reference during the checkout.

When sharing a cart via a link with external users, they can only view a custom order reference. However, when sharing a cart via a link with internal users, they can update a custom order reference for the shopping cart with the read-only and full-access permissions.

Current Constraints

If you added a custom order reference to the cart, submitted a request for quote, and then converted the RFQ to the cart, the custom order reference will be removed. Thus, you will need to add the reference once the RFQ has been converted to the cart.