Creating Order Guide Record Entries

Order guides reference the fields added by the Order Guides feature on item and customer records. You can add entries or values to the list in 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 the following records:
3. Brands
4. Items Group
5. Packs Size
6. Refer to the description of the customer and item fields associated with these records in the topic overview.
7. On the record page, in the Name field, enter a name for the record.
8. This name appears as an entry in the list for the corresponding field on an item or customer record.
9. Click Save.
10. To view the list of entries for a record, click List at the upper right corner of the page.