Adding/Editing/Removing a Folder

• Browse the Product Catalog hierarchy to find the location where you want to add the folder.

  • To create a new folder, right-click inside the right pane and select New > Folder.

  • You can add subfolders to an existing folder in the Product Catalog to logically organize the items listed underneath that folder. The existing folder is referred to as the Parent folder and the subfolders are referred to as Child folders. To add a Child folder to an existing folder in the Product Catalog, right-click the desired folder and select New > Folder.

  • To edit an existing folder, right-click on the folder in the right (selected folder contents) pane and select Edit > Folder.

  This displays the New/Edit Folder window.

  

• Configure the folder properties.

  These properties are applicable for all folder types (Standard or Guided Assignment):

  Field	Description
  SKU	SKU (Stock Keeping Unit) is a property typically applied to salable products in the Product Catalog. SKU has a special application for folders and Guided Assignment for POS. You can create a guided order that is triggered without the sale of a catalog item by creating a folder, assigning a SKU and checking the Is Related Items Folder check box. This folder can then be added to a POS order as if it were a salable item and thus trigger a guided order.
  Folder Description	Name of the folder as it appears in the Product Catalog.
  Alias	Used to link this folder to a folder in another system.
  Available Date	Date you want this folder and its contents to be available for selection during an order. Defaults to the current date. To change the date, enter the date directly in this field, or click on the drop-down arrow to display a calendar for selecting the date. The Available Date must be less than or equal to Discontinue Date. If the Available Date is in the future, this folder is not available for selection during an order until the specified Available Date.
  Discontinue Date	Date that you no longer want this folder and its contents to be available for selection. Defaults to no discontinue date (available indefinitely). To specify a date, first check the check box to enable this field, and then enter the date directly, or click on the drop-down arrow to display a calendar. If a Discontinue Date is specified, it must be greater than or equal to Available Date. If the Discontinue Date is in the past (date occurs before the current date), this folder is grayed out in the Product Catalog and is not available for selection during an order.
  Folder Type	Defaults to Standard. This folder type is applicable for all folders not used for Guided Assignment. When configuring folders for Guided Assignment, the Starting folder or Is Related Items folder may be configured as Standard or Guided Assignment. Selecting Guided Assignment makes the Guided Assignment folder properties available. Use this folder type for the child folders of Is Starting and Is Related Items folders when setting up Guided Assignment.

  These properties are applicable for folders used for Guided Assignment. Some properties are only available for Guided Assignment folder types.

  Field	Description
  Is Starting Folder	Every guided order sequence requires a starting folder at the top of the hierarchy. Check the Starting Folder check box to designate a folder as the starting folder. The Is Starting Folder is used for starting a guided assignment in a Customer Management order. POS Guided Assignment DOES NOT use the Is Starting Folder. The Is Related Items folder is used instead. If more than one starting folder exists in the tree, the Limit-To criteria dictates which starting folder is evaluated first.
  Is Related Items Folder	Every POS guided order sequence requires an Is Related Items folder at the top of the hierarchy. Guided Assignment folders are created as children under the Is Related Items Folder. To designate a folder as an Is Related Items folder, check the Is Related Items Folder check box. Checking this box adds this folder to a list of Is Related Item Folders. This list populates the Related Items Folder drop-down menu on applicable Catalog Item configuration windows. This menu is used to designate an item as the trigger for a guided order, and to specify the folder sequence to use during the order.
  This Folder can be Selected	This indicates whether the folder is automatically selected in a guided order (mandatory), or whether the salesperson has the option to select or not select this folder. If checked, the folder is displayed with a check box during the guided order, and the salesperson has the option to select or not select the folder. If unchecked, the folder content is always evaluated during the guided order, and one or more items must be selected according to the Choose _ To _ Children field. If unchecked, AND, if the folder contains ONLY ONE item, that item is automatically added to the order during the Guided Assignment process. The salesperson does not need to select the item. If unchecked, AND the folder contains MULTIPLE items (as in Choose _ To _ Children), salesperson is prompted to select as directed by that wizard page. If unchecked, AND the folder contains another subfolder, then the relevant screen that contains the items in the subfolder displays a 'second' time; this means it would 'normally' display once for the item the user actually selected, and once for the item that is being automatically added based on the check box being unchecked.
  Choose_To_Children	Lets you specify the number of items to be chosen from this folder. 0 to 0 (unrestricted) can select any or all items; there are no restrictions; selecting none is OK 1 to 1 (exactly x) can only select 1; no more, no less 1 to 0 (at least x) must select at least 1 0 to 1 (at most x) select at most 1, but no more than 1; selecting none is OK 1 to 3 (between x and y) select 1 or more items, but no more than 3 Note If the choose value is left blank, or is set to "0," the wizard auto-assigns the features in the choose folder.
  Step Order	One of the criteria that determines the order by which folders are presented in the order wizard. Folders are evaluated: First by their relative placement in the folder hierarchy. Folders at the same level in the hierarchy (sibling folders) are evaluated according to their step order. If a sibling has child folders, the child folders are evaluated according to their respective step orders before the next sibling. That is, once folder evaluation has started on a branch, the branch is evaluated to completion before the next branch is evaluated. Selectable folders at the current level being evaluated in the hierarchy are evaluated first, regardless of the step order. See example below,
  Caption	Optional subheader text which is displayed in the white area at the top of the wizard screens. If not specified, the folder's description is displayed.
  Instructions	Optional instructions or helpful tips to display when this folder is presented in a guided order.

Step Order Example

Removing a Folder

To remove an existing folder from the Product Catalog window:

• Right-click the desired folder and select Remove. The following confirmation window is displayed.

  

• To remove the folder, click Yes. The confirmation window closes and the folder is removed from the Product Catalog window.

  Note

  Folders can only be deleted from the Product Catalog from the View Detached Items window. See View Detached Items for more information.

See also:

About Guided Assignment