Reference codes eliminate the logistics and worry of managing multiple accounts for a single client. For example, if a client has multiple locations, you can create a reference code for each location to sort invoicing and eliminate the need to create and manage multiple accounts for one client.
To begin creating a Reference Code, click the gear icon at the top right corner of the portal.
Next, click the "Settings" tab, and then click "Reference Codes"
You’ll see two checkboxes at the top of the Reference Codes section: “Allow Free-form Typing” and “Require Reference Code”.
If Allow Free-form Typing is checked, it will allow your users to create custom, one-time reference codes on the order screen. If this item is not checked, the reference code dropdown on the order page will act as a search field for users to find and select previously created reference codes.
If “Require Reference Code” is checked, users will be required to select a reference code on all future orders. If the box is unchecked, reference codes are no longer required to place orders.
There are three options at the bottom of the reference codes section. “Download CSV Template” downloads and opens a CSV template for you enter multiple reference codes at once. “Upload via CSV” is used when you want to upload multiple reference codes at once from the downloaded CSV template. “Add Reference Code” allows you to enter individual reference codes directly from the portal.
Clicking the "Add Reference Code" button automatically displays an empty field for you to enter the new reference code name. Enter the new reference code name and click "Save".
Your Reference Code is now available for use on the Order screen!
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email ClientServices@VerifiedFirst.com