Edit Personalization Information

Purpose: Use the Edit Personalization Information window to update the personalization defined for an item on an order.

How to display: Select the Edit option on the Personalization Information window.

The Edit option is available only if:

         You advanced to the Personalization Information window from the Order Summary page, or in Order Entry after you added the item to the order and defined personalization information.

Also, if you are at the Order Summary page, the window is available only if:

         You have authority to edit order information,

         The order is not currently locked by another user, session, or by the system, and

         The order line is open or held, and unprinted.

For more information:

         Edit Personalization Information Options for step-by-step instructions on the actions you can perform on the Edit Personalization Information window.

         Fields on Edit Personalization Information for a description of the fields on the Edit Personalization Information window.

         Personalization Overview for an overview on personalization.

Add personalization: To add personalization for an order line, select the Personalize option for an order line in the Order Lines Panel on the Order Summary page. See Add Personalization for more information.

 

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