Custom Order Reference overviewEdit on GitHub
Custom Order Reference helps you to 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 an invoice, to the order on Yves.
Keep in mind that the custom order references are 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.
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.
Custom Order Reference with the RFQ, approval process, and share cart via a link
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 an 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 the custom order reference. However, when sharing a cart via a link with internal users, they can update the custom order reference for the shopping cart with the read-only and full-access permissions.
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.
Related Business User articles
|BACK OFFICE USER GUIDES|
Are you a developer? See Order Management feature walkthrough for developers.
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