Orders Ref. IDs Tab

Ref. IDs Tab

Features in the "Ref. IDs" tab in Neovest's "Order Entry Preferences" box let you enter reference IDs that you may then use as identifiers to distinguish individual orders.

Once you enter one or more reference IDs in the "Ref. IDs" tab, the reference ID(s) will appear on the "Ref. ID" drop-down menu in Neovest's Order Entry window and in the Order Entry section in Neovest's Order Entry Montage window.

Note: In order for the "Ref. ID" drop-down menu to appear in a particular Neovest Order Entry window, the "Display Ref. ID in Ticket" box must be checked in this tab.

Your entered reference IDs will also appear on the "Ref. ID" drop-down menu in one of four "Confirm" dialog boxes each time you send an order in a Neovest Montage or Order Entry Montage window using an Action Button.

The following instructions explain how you may enter reference IDs that you may then use as identifiers to distinguish individual orders:

With an Order Entry window open on your screen, click the gear icon, located on the far-right of the toolbar.

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Click the "Preferences" icon on the drop-down menu that appears.

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Once the "Order Entry Preferences" box appears, select the "Ref. IDs" tab.

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Click Add.

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Enter the reference ID you wish in the "Ref. ID Name" box, and click OK. (Keep in mind that you may repeat this process to enter as many reference IDs as you wish.)

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In addition to the reference IDs that you may enter in this tab, you may also specify certain settings that relate to the reference IDs that you have entered.

The following table provides descriptions of the features in the "Ref. IDs" tab that you may use to specify certain settings that relate to the reference IDs you have entered:

Feature:	Description:
Set Default/ Clear Default	Lets you select a reference ID as the default. Once you (1) click on a particular reference ID that you have added to the "Ref. IDs" tab, (2) click Set Default, and (3) click Save—your selected default reference ID will be assigned to each order you send from an Order Entry window to which you have access in your account. If you do not wish to specify a default reference ID, simply click Clear Default. Note: If you do not specify a default reference ID, then you may simply assign the desired reference ID to each order you wish in a particular Neovest Order Entry window, provided that you have chosen to display the "Ref. ID" drop-down menu in the Order Entry window.
Display Ref. ID in Ticket	Lets you choose to display a "Ref. ID" drop-down menu in a particular Neovest Order Entry window. If you check this feature, then the reference IDs that you have entered will appear in the "Ref. ID" drop-down menu.