Add a reference number from the Staging Area

In this article, you will learn how to add a Reference number from the Staging Area tab.

User Roles: Admin, Procurement User, Sales Manager and Inventory.

Table of Contents


Add a reference number

This feature can help you quickly identify product lines.

To add a reference number from the Staging Area, do the following instructions:

  1. Go to Inventory and select Staging Area.

  2. Check if the Ref # column is visible in the table.
    If not, enable it by clicking on the gear icon > Ref # > Save

  3. Enter the reference number for the respective product and press Enter.

After confirming the product, you can view the reference number on both the inventory and the invoice.

Once you define the reference number for each product, you can find them using the Ref # search filter.

Enable the Ref # column in the Staging Area window of the Inventory tab to add the reference number for each product.

 

 

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