Creating Order Guide Record Entries

Order guides use fields on item and customer records that are added by the Order Guides feature. You can add entries to these fields:

To create order guide record entries:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. On the Record Types page, click New Record in the row for one of these records:

    • Brands

    • Items Group

    • Packs Size

    Check the topic overview for details on the customer and item fields.

  3. On the record page, in the Name field, enter a name for the record.

    This name appears as an entry in the list for the corresponding field on an item or customer record.

  4. Click Save.

    To view the list of entries for a record, click List at the upper right corner of the page.

    For detailed instructions on creating and viewing entries, see Using Custom Record Entries.

Related Topics:

General Notices