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:
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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.
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Pack Size – Pack sizes specify the quantity and unit of measure for the item in a pack.
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Brand – The brand of an item.
To create order guide record entries:
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Go to Customization > Lists, Records, & Fields > Record Types.
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On the Record Types page, click New Record in the row for one of these records:
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Brands
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Items Group
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Packs Size
Check the topic overview for details on the customer and item fields.
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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.
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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.