Choose quotation reference display

Select system reference or the entered company quotation reference.

How to use this function

1. Sign in with a role allowed to access company profile.
2. Open Company profile and choose Choose quotation reference display.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Quotation reference mode.
5. Select system reference or the entered company quotation reference.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Quotation reference mode

Guide updated 2026-09-27. Release changes must update this page and its image together.