Setting Up Order Guides

Prior to using the Order Guides feature, you can set up record entries, item records, and saved searches, based on your business requirements.

See the following topics:

• Creating Order Guide Record Entries

• Setting Up Item Records for Order Guides

• Defining Item Saved Searches for Order Guides

Related Topics:

• Order Guides
• Installing Order Guides
• Creating or Customizing Roles to Use Order Guides
• Creating Order Guides
• Updating Order Guides
• Items Filtering Criteria
• Working with Historical Order Guide
• Using Order Guides on Transactions

General Notices