Customer Reference Validator

What is Customer Reference Validator?

This extension allows you to create templates for each customer to ensure that the external document number and your reference are correctly populated on the sales quote, order, invoice, and assignment.

Features of Customer Reference Validator

• Validate the external document number on the sales quote, sales order, sales, invoice, and assignment;
• Validate your reference on the quote, sales order, invoice, and assignment;
• Make external document number and/or your reference mandatory at the company level.

Benefits of Customer Reference Validator

• Accuracy of documentation: using the Customer Reference Validator, you can be sure that the external document number and your reference are correctly filled in on essential documents such as sales quotes, sales orders, sales invoices, and assignments. This ensures the accuracy of the documentation exchanged with customers and partners;
• Minimizes errors: the validator automatically checks if the information is filled in according to the template. As a result, human error is minimized, resulting in a more efficient process and less chance of errors that can lead to confusion or delays in communication;
• Improved customer satisfaction: ensuring that the external document numbers and references are correct can make a professional and trustworthy impression on your customers. This contributes to a positive customer experience and increases customer satisfaction;
• Customizability: the ability to create templates per client allows you to tailor validation to each client’s specific needs. This increases the system’s flexibility and ensures that it meets the various requirements of your customer base;
• Possibility to make fields mandatory: by making external document numbers and/or your company-level reference mandatory, you can ensure that important information is noticed. This helps maintain internal procedures and ensures consistency in documentation.

Availability and rates

The Customer Reference Validator app is available in the Microsoft AppSource. You can add this application to your environment without your implementation partner. However, your software changes and starts to react unexpectedly. The team at Bluace is on hand to guide you through purchasing add-ons and ensure a hassle-free expansion. This app is available in the following regions: Netherlands, Belgium, France, Germany, Switzerland, the United Kingdom and the United States. Please get in touch with us for the rate or if you are interested in using this app and it is unavailable in your area.