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In some situations you may want to make entry of Make an Order Reference either mandatory or optional per customer/account.mandatory when checking out based on the Customer/Account.
 

Note

This page information only applies to a B2B Environment, A customer references environment; a customer reference is never mandatory in a B2C scenario.

Configuring the Customer for Mandatory or Optional Order Reference Entry

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Step-by-step guide

To update the 'Mandatory Order Reference' flag for a Customer:

  1. Go to Users → Customer Maintenance.

  2. Search for the required Account Code. 

  3. Select the customer record via the radio button.

  4. Click the Customer Details

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  1.  tab.

  2. Click Modify

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  1. .

  2. Set the value of the Is Order Reference Mandatory

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  1.  flag as

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  1. required.

Related Resources

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