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Procedure documentationDefining Sell and Return Required Data

Procedure

Use this procedure if you want to collect information when an item is sold or returned.

To define required sell and return information:

  1. To locate the item for which you want to collect additional information when the item is sold or returned, follow the procedure Searching for Items.

    The Item Maintenance window appears.

    Alternatively, if you are creating a new item (see Adding and Editing an Item), the Item Maintenance window appears automatically after you click Add.

  2. In the Sell Required Data and Return required Data sections of the Item Maintenance window, select the appropriate checkboxes:

    • Last Name: the last name of the customer

    • First Name: the first name of the customer

    • Warranty: applies if the item has a warranty

    • Serial No.: the serial number of the item

    • Check ID: applies if the item has an age restriction (for example, alcohol or tobacco)

    • Birth Date: the birthday of the customer (appears only in Sell Required Data column)

More Information

To define item details, see Defining Item Information.

To define item attributes, see Defining Item Attributes.

To define messages displayed during sales and returns, see Defining Sell and Return Display Messages.

To define linked items, see Defining Link Items.