Product Cross Reference – Help Center

1. Product Cross Reference Introduction

The Product Cross Reference feature enables businesses to align their internal product codes with the codes used by customers or suppliers. By mapping a single product to multiple reference codes, businesses ensure seamless communication between different systems. When a product is saved under one code in the internal database and another code in a customer's system, cross-referencing helps link these variations. This prevents confusion and discrepancies during order processing, inventory tracking, and reporting.

Go to Administration
Click on Products
Click on Product Cross Reference under Products Action.

2. Key features of the Product Cross Reference tab

Edit Details: Please select an appropriate filter to modify the product's details.
The Edit Details button allows users to modify existing cross-reference entries. This ensures that if a customer's product code changes, it can be updated in the system to maintain accurate mapping. Clicking this button opens an editable form where users can update product codes, customer accounts, or reference codes.
Click on "Edit Details."

Search Bar: The Search Bar at the top enables users to locate specific product cross-references by entering a product code, customer account number, or customer system product code.
Product Code: The Product Code column displays the internal system’s product code.
Customer Account No : The Customer Account No column lists the accounts associated with the cross-referenced product.
Cross-Reference Product Code: The Cross-Ref. Product Code column shows the product code as referenced by the internal system.
Customer System Product Code: The Customer System Product Code column displays how the product is stored in the customer's database.
Action Column: The Action column contains delete icons.
Save and Cancel Buttons: The Save button confirms any modifications made to the cross-reference table ensuring updates are stored in the database. The Cancel button discards any edits and restores the previous data.

Refresh Button: The Refresh button updates the displayed cross-reference data by fetching the latest records from the database. This ensures that any recently added or modified cross-references are visible without requiring a manual page reload.
Add New Button: The Add New button enables users to create new product cross-references by linking internal product codes to external codes used by customers. Clicking this button opens a form where users can input the internal product code, customer account, and the corresponding reference code.
Search Bar: The Search Bar allows users to quickly find specific product cross-references using account numbers, internal product codes, or customer reference codes.
Filter Dropdown: The Filter Dropdown helps users refine search results by applying specific criteria such as customer name, product category, or reference type. Selecting filters narrows down the list, displaying only relevant cross-referenced products.

3. Product Cross-Reference Overview

Product Code and Description: The Product Code is displayed at the top left, indicating the internal system’s reference for the product. This code is essential for internal tracking, ensuring the product is correctly linked across different databases. Next to the code, the Product Description provides a brief yet specific detail about the product, such as its design, color, or specifications.
Cross-Reference Product Code: The Cross-Ref. Product Code field represents how the internal system recognizes this product within its cross-referencing framework. This code ensures that even if a customer uses a different reference, the system can correctly match it to the corresponding product.
Customer Account No.: The Customer Account No. represents the specific account associated with the customer who uses this product reference. This field is used to differentiate between multiple customers that may have their own distinct product codes. Ensuring that the correct customer account is mapped to the right product prevents misrouting of orders or inventory discrepancies.
Customer Name: The Customer Name field provides the business or organization's name associated with the customer account number. This helps users quickly identify which customer the product reference belongs to without relying solely on numerical account codes.
Customer System Product Code: The Customer System Product Code represents how the product is recorded in the customer’s database. If a customer uses a different reference code from the internal system, this field ensures that both references are correctly mapped.

Click on "View Details"

Customer Account No : The Customer Account No column lists the accounts associated with the cross-referenced product. Each row corresponds to a different customer who uses a unique product reference.
Product Code: The Product Code column displays the internal system’s product code, which remains consistent across all customer accounts. This ensures that even if customers use different reference codes, the internal system recognizes the product accurately. Users can verify that all cross-references align with the correct product. Keeping this field accurate is essential for maintaining consistency in order processing.
Cross Reference Product Code: The Cross Ref. Product Code column shows the product code as referenced by the internal system. This column confirms that all listed customer-specific product codes correspond to the correct internal code. Users can verify that no duplicate or incorrect cross-references exist.
Customer System Product Code: The Customer System Product Code column displays how the product is stored in the customer's database. This field allows the internal system to correctly interpret customer orders based on their reference codes.
Save and Cancel Buttons:
- The Save button confirms any modifications made to the cross-reference table, ensuring updates are stored in the database.
- The Cancel button discards any edits and restores the previous data.