--- title: "Using a POS Guided Order" slug: "using-a-pos-guided-order" updated: 2026-08-10T20:17:55Z published: 2026-08-10T20:17:55Z canonical: "help.idibilling.com/using-a-pos-guided-order" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Using a POS Guided Order This section shows you what a guided order looks like in the POS Front Office Make Sale Wizard. It demonstrates the operation of selectable and non-selectable folders. The folder hierarchy that drives this guided order is illustrated below and described in the following table. ![POS Guided Assignment Structure](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32381.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) | Summary: | | --- | | - The guided order is triggered by the sale of a handset that points to the ***Motorola CDMA Handset Is Related Items*** folder. - There are three sibling folders under the Is Related Items folder - Plans, Moto Accessories and Insurance Plans. All are configured as selectable, and are presented in an order dictated by the Step Order property. - The Plans folder is configured as selectable to let you skip it if the handset is sold as a replacement and a plan is already in place. - The Plans folder has a child Contracts folder which is configured as not selectable. If you select the Plans folder and assign a plan, the guided order forces you to assign a contract as well. - All other folders are selectable with varying Choose types according to the folder contents. | | Folder | Properties | | Motorola CDMA Handset Related Items Folder | - Folder Type: Standard - **Is Related Items Folder** check box is checked | | Plans | - Folder Type: Guided Assignment - Is Selectable (**Is a Selectable Folder** check box is checked) - Step Order = 1 - Choose Type: restricted to 1 (Choose property = Choose 1 to 1) | | Contracts | - Folder Type: Guided Assignment - Is Not Selectable (**Is a Selectable Folder** check box is cleared) - Choose Type: restricted to 1 (Choose property = Choose 1 to 1) | | Moto Accessories | - Folder Type: Guided Assignment - Is Selectable - Step Order = 2 - Choose Type: unrestricted (Choose property = Choose 0 to 0) - Select any number of child folders | | Child Folders (batteries, cases, chargers, hands free accessories) | - Folder Type: Guided Assignment - Is Selectable - Step Order = 1-5 - Choose Type: unrestricted (Choose property = Choose 0 to 0) - Select any number of items within each selected child folder | | Insurance Plans | - Folder Type: Guided Assignment - Is Selectable - Step Order = 3 - Choose Type: restricted to 1 (Choose property = Choose 1 to 1) | > [!NOTE] > Note > > This example starts at the point in the Make Sale wizard where the guided order begins (after the triggering product has been added). When you add a designated product in the Make Sale wizard, the corresponding guided order is triggered and presents a list of selectable folders. 1. Select one or more folders as required. ![StartingFolder](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32380.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 2. Click **Next** to continue. The Plans folder is presented first since it was selected in the previous step and its Step Order = 1. At this step you are instructed to select one plan. This limit is set via the Choose property for this folder (Choose 1 to 1). The wizard will not let you choose more than one item, nor will it let you continue without choosing one item. ![folder 6](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32378.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 3. Click **Next** to continue. The guided order forces you to assign a contract if a plan has been added to the order. The Contracts folder is a nonselectable folder, and is presented next since it's a child of the Plans folder. At this step you are instructed to select one contract. ![folder 7](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32379.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 4. Click **Next** to continue. The contents of the Moto Accessories folder is displayed (Step Order = 2). Since the Choose Type for this folder has no restrictions, you may choose as many folders as you want (or none). ![Folder 2](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32374.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 5. Click **Next** to continue. The Charger folder Step Order = 1 so it is the first child folder to be presented. This folder is unrestricted. Select one or more items (or none). ![Folder 3](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32375.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 6. Click **Next** to continue. The Batteries folder Step Order = 2. This folder is unrestricted. Select one or more items (or none). ![Folder 4](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32376.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) 7. Click **Next** to continue. The Cases folder Step Order = 3. This folder is unrestricted. Note how the Instruction pane is used to provide helpful information. Select one or more items (or none). ![folder 5](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32377.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A53Z&se=2026-11-14T12%3A19%3A53Z&sr=c&sp=r&sig=itBYZwQ1owJWyGloStEigX3behwlRoTO8xSob%2BLCi2M%3D) When the guided part of the order is finished, the Make Sale wizard will continue with standard operating procedures (print a quote or complete the sale and tender).