# Reference List

_Applications › Reference List_

![Reference List](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5e42c65bf2920f2df385c15edfdc1c97.png)
*Reference List*

## Overview

Use Reference List to maintain product reference records, including serial number, manufacturer, delivery, warranty, customer, supplier, and market information. Sales, purchasing, warehouse, project, and finance users can use these records when they need a single reference for a delivered or managed product. Complete the record when the relevant product, order, and customer details are available.

## Workflow

1. Open **Data** > **Reference List** and open a new Reference List record.

   ![Reference List](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fc6620a4612978434216978615a8299f.png)
*Reference List*

2. Identify the product reference. Enter **Serial Number**, then complete **Manufacturer**, **Year of manufacturing**, **Category**, **Model name**, and **Application** as applicable.

3. Record the delivery and warranty details. Enter **Product delivery date**, **Warranty period**, and **Warranty end date**.

   > **Note:** Enter the delivery and warranty information consistently so that the reference record remains useful when reviewing product coverage.

4. Associate the reference with the commercial parties and orders. Complete **Vendor**, **Client**, **End User**, **Client Order No.**, and **Vendor Order No.**.

5. Classify the record for reporting and analysis. Select or enter **Market Segment** and **Country**.

6. Decide whether to continue editing or finish the record:
   - Select **Save** to retain the information and keep the Reference List record open for further review or changes.
   - Select **Save and Close** to retain the information and close the record.

7. Use **Attach** when you need to add supporting material to the record. Use **Tickets** to access ticket-related work from the Reference List record when required.

## Examples

A sales representative records a delivered industrial pump for a client:

1. Open a new Reference List record from **Data** > **Reference List**.

2. Enter the product identity:
   - **Serial Number:** PUMP-2026-00481
   - **Manufacturer:** Northstar Pumps
   - **Year of manufacturing:** 2026
   - **Category:** Industrial Pump
   - **Model name:** NPX-500
   - **Application:** Water Transfer

3. Enter delivery and warranty details:
   - **Product delivery date:** 15 June 2026
   - **Warranty period:** 24 months
   - **Warranty end date:** 14 June 2028

4. Enter the commercial references:
   - **Vendor:** Northstar Pumps
   - **Client:** Blue River Utilities
   - **End User:** Blue River Treatment Plant
   - **Client Order No.:** BRU-PO-1842
   - **Vendor Order No.:** NSP-SO-77109

5. Complete the classification:
   - **Market Segment:** Utilities
   - **Country:** United Kingdom

6. Select **Save and Close** to store the completed reference and return to the Reference List.

## Tips

> **Tip:** Use the same serial-number format used on the physical product and related order documents. This makes the Reference List record easier to locate later.

> **Tip:** Record both the client and end user when they are different organizations. This preserves the commercial relationship and the actual product user in the same reference.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| Changes are not retained after leaving the form. | The record was not saved. | Select **Save** before continuing work, or select **Save and Close** when the record is complete. |
| The record needs additional information after it has been saved. | Some product, warranty, or order details were unavailable when the record was created. | Open the Reference List record, update the relevant fields, and select **Save**. |
| A supporting document needs to be kept with the product reference. | The document has not been added to the record. | Open the record and select **Attach**. |

## Related pages

- [Reference List — Overview](doc:reference-list-overview)
- [Reference List — Learning Path](doc:workflows-reference-list-2)