Enhancement: Customer IDs & References

We've rolled out two enhancements to designed to reduce manual data entry and prevent duplicate records.

now automatically assigns a unique to every customer record.

This allows you to customers with the same name but different addresses clearly, validating across name and address fields to prevent accidental duplicates.

You'll see this new on the main and in the pop-up when manually creating a Sales Order.

You can now add (e.g., ) directly to a customer's record.

When you manually create a Sales Order and select that customer, these references are automatically , saving you valuable time.

You will find the new tab where you can manage them. You can also Customers with up to 5 references using the updated template.

⚠️ This feature applies differently depending on the . Check our documentation to learn the specifics. Changes to a customer's references affect existing orders, only new ones.

Learn more in our updated documentation: