Define Default Options on a Build to Order Sales Item

You offer a Build to Order sales item with options that come standard with the sales item? In this case, you set these options as default options in enforePOS. In addition, you can specify whether deselected default options should be calculated with other options. You will learn how to do that in this How-To.

If you have a Build to Order sales item with different variants, you will need to make the settings for the options in each variant individually.

Requirements

  1. In the POS menu, open Sales > Sales Items.
  2. Select the Build To Order tab. 
  3. Tap on the sales items whose options you want to edit. Bildschirmfoto⮕ The window with the product details opens.
  4. Select the Options tab.
  5. Tap on the option that is to be edited. Bildschirmfoto⮕ The Edit option window opens.

Define Price Mode and Number of Selections 

  1. Tap on Pricing mode.
    ⮕ The submenu opens.
  2. Tap on [Clearable] if deselecting this option should create credit on sale that can be offset against other options.
  3. Tap on [Not clearable] if the credit created by deselecting the option cannot be used for other options.Bildschirmfoto
  4. Activate the option Allow Multiple if the option should be selectable multiple times.Bildschirmfoto

Set Options as Default Options

  1. Tap on [Default option]. Bildschirmfoto⮕ You have set the option as the default option.
    ⮕ The subordinate selection options (Default quantity, Option is included in price, and Reduction pricing) are displayed.

Make Settings for Default Options

  1. Enter the default quantity.Bildschirmfoto

    To be able to save the option, the default quantity must be at least 1.

  2. Enable Option is included in Price if the option price should be included in the product price. Bildschirmfoto
  3. Tap on the Price reduction field.
  4. Tap on Reduction pricing if you want the total price of the sales item to be reduced by the option price when the option is deselected.
  5. Select Increase credit if deselecting this option should create credit that can be used for other options. This credit does not change the total price of the sales item.
  6. Select No change if neither the balance nor the price should change when this option is deselected.
    Bildschirmfoto
  7. Confirm your entries with SingleSelectionCheck.svg.Bildschirmfoto

Application in the Cash Register

  1. In the POS menu, open Sales > Register.
  2. Tap on the sales item with default options.Bildschirmfoto ⮕ The Select Options window opens.Bildschirmfoto
    In the upper area, the sales item is displayed with the associated standard options.
    In the lower area, the default options, which are highlighted in blue, are also displayed. The additional options that are selectable for the sales item are displayed with a white background. 

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