We’ve updated the
References
tab within Sales
and Purchase Orders
to give you a complete picture of your data. Now, you can view Order, Order Line, and Customer references all in a single, centralized table.What’s New
- Unified View: See every key-value pair associated with the order, its specific lines, or the assigned customer in one place.
- Enhanced Details: New columns likeType,Line #, andContexthelp you instantly identify where each reference comes from.
- Better Controls: Use theSearch barto find values quickly or theAdvanced Filterto narrow down the list by specific reference types.
Where to Find Them
- Open the desired SalesorPurchase Order.
- Click the Referencestab.
That's all! You can manually add and edit
Order
and Order Line
references directly from this tab. Customer references are automatically copied
to the list when you assign a customer to the order, saving you manual work.Resources
Learn more in our updated documentation: