Product cross-references catalog
You and your suppliers might use different names for the same product. In this case, you might need to create purchase documents with product names that your suppliers use. To address this task, create product cross-references that map your product names to supplier's product names. Then you will be able to do the following:
- Manually specify supplier's product names in purchase documents.
- Import product details to a purchase document from an external file with supplier's product names.
- Print purchase orders with supplier's product names.
For managing product cross-references, use the Product cross-references catalog. You can do the following:
Viewing product cross-references
To view product cross-references:
- Go to Sales > Catalogs > Products.
- Double-click a product line.
- At the top of the product card, click Product cross-references.
The columns of the Product cross-references list can vary depending on the list settings. By default, the following columns are available:
- Description. A supplier’s product name or short description.
- Item #. A product number that a supplier uses. It can uniquely identify the product features such as brand name, color, model, capacity, or size.
- Counterparty. A supplier’s alias.
- Variant. A product variant description that you use.
To quickly find a product cross-reference:
- Sort the catalog by column by clicking a column header. To change the sorting order, click the header again.
- Search the catalog using the search field above the list.
To view the details of a product cross-reference:
- In the Product cross-references catalog, double-click a product cross-reference line.
Creating product cross-references
To create a product cross-reference:
- Go to Sales > Catalogs > Products.
- Double-click a product line.
- At the top of the product card, click Product cross-references.
- Click Create.
- Enter or select the following:
Field
Description
Counterparty
A supplier’s alias.
A list of values is based on the Counterparties catalog.
Description
A product name or short description that a supplier uses.
Item #
A product item number that a supplier uses. It uniquely identifies the product features such as brand name, color, model, capacity, or size.
The item number is shown on the print forms of business documents.
Product
A product name or short description that you use.
A list of values is based on the Products catalog.
Variant
A product variant description that you use.
You can specify a variant if Accounting by variants applies to the product.
The variant list is based on the Product variants catalog.
- Click Save and close.
Editing product cross-references
To edit a product cross-reference:
- Go to Sales > Catalogs > Products.
- Double-click a product line.
- At the top of the product card, click Product cross-references.
- Double-click a product cross-reference line.
- Edit the product cross-reference details. To learn more, see Creating product cross-references.
- Click Save and close.