Add Sales Ref to Credit Note Search field options

Jay Yasith

Add Sales Ref to Credit Note Search field options
CN isued by Shopify or within the SO Admin automatically reference the original SO# in this field - Summary view -field is called “Ref”
SO Detail field is called “Sales Reference”

Can we add this field to Additional Search Fields - current optins are:
Project Name    3PL Status
Channel    Sales Agent
Batch-Serial No    Special Notes
EDI Status    Tracking URL
Carton No    
 

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Comments

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  • Comment author
    Chris Saju

    Hi Kate,

    Are you referring to the "Sales Ref" to be searchable in CN list page? 
    If yes, it is currently searchable in the top search box. If it does not work for you, reach out to Cin7 support, as it is a simple customization.
     

     

    Thanks,
    Chris Saju
    CNZ Consultants

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