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Make Sale Wizard - POS Guided Assignment

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Selecting a certain item from the Product Catalog will start the POS .

Guided Assignment

Guided Assignment is a part of the make sale process where the selection of a certain product sets off a series of wizards that are designed to help with the selection of other related products. These may be optional or required. For example, if you select an Easy-123 handset, you may be prompted to offer the Easy-123 Handset Cases (optional). If you have selected a pricing plan, you will be prompted to select a contract (required).

These wizard windows consist of folders from which you can select one or more items, including handset related items, plans, contracts and accessories.

To complete these wizard pages:

  1. Look at the Choose Type.

    It will either indicate whether you can check one of the folders, or as many as you wish

  2. Read the Instructions field if applicable.

  3. Use the Start Date drop-down list if you want the starting date to be other than today.

  4. Check the folder or folders that you want to be included in the sale,

    or enter the SKU in the SKU field, then click the Check button.

  5. Click Next to continue.

    Note

    Click Back at any time to return to the previous window.

See also:

About Guided Assignment