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:

• Item Group – An item group for order guides consists of items that customers order together. For example, you can create a group of items ordered by customers to create pizza. On item records, you can assign these groups to items.

• Pack Size – Pack sizes specify the quantity and unit of measure for the item in a pack.

• Brand – The brand of an item.

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:

• Setting Up Order Guides
• Setting Up Item Records for Order Guides
• Defining Item Saved Searches for Order Guides
• Setting Up Customer Center Price Preferences

General Notices