Creating and Adding To a Wish List

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Creating and Adding To a Wish List

To create a wish list:

 

From the Sales Screen

 

To create a Wish List from the Sales Screen

 

1.Open the Sales Screen and optionally add a customer to the sale.

 

2.Then add the items you want to add to the Wish List as you would for a regular sale.

 

3.Press the Goto Pmt button on the Sales Screen or the Advanced button on the Touch Sales Screen

 

4.Press the Wish List Button.

 

5.Select Convert Sale to New Wish List or Add Sale Items to Existing Wish List and select a Wish List.

 

6.Press the Ok button and the Edit Wish List screen will be displayed.

 

7.If you are Creating a new Wish List, enter the Wish List Name and Event Date on the General tab.

 

8.If you are creating a new Wish List or adding items to an existing Wish List make any item additions or deletions on the Wish List Items tab.

 

9.Add any recommended shoppers to the Shoppers tab.

 

10.Press the Ok button to save the Wish List.

 

From the Wish List Manager

 

To create or add to a Wish List directly from the Wish List Manager:

 

1.Open the Wish List Manager from the Customer | Wish List menu item.

 

2.If you are creating a new Wish List, enter the Wish List Name and Event Date on the General tab.

 

3.If you are creating a new Wish List or adding items to an existing Wish List make any item additions or deletions on the Wish List Items tab.

 

4.Add any recommended shoppers to the Shoppers tab.

 

5.Press the Ok button to save the Wish List.

 

Note: You can add items to the Wish List quickly using a scanner on the Wish List Items tab by clicking into the Stock Number, Item ID, or UPC box and scanning the item(s) barcode.   Or by scanning into the PICs list and using the Sales Screen PICs update.