Standard Messages

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Overview

The Standard Messages screen is where the user defines product-related messages to be displayed at the Manual Orders screen when an item is added to an order.
Once messages have been defined here, they are assigned to individual products at the Miscellaneous tab of the Inventory screen.
An unlimited number of product messages can be defined, but only three Standard Messages can be assigned to a single inventory item.
The program does allow the user to define one Unique Message for each inventory item via the Miscellaneous. tab of the Inventory screen, in addition to the three standard messages.
The Standard Messages screen is accessed via:

Main Menu>Settings>Inventory Functions>Standard Messages

Description of the Standard Messages Screen

Standard Messages screen

Create a New Message Button

select this to add a new product message

Select a Message Drop-down List

choose an existing message from the list
the message is re-loaded at this screen where it can be changed or deleted

Message Name Field

enter an arbitrary name for the message

Message Text Field

the text of the product message is entered here or recalled and displayed in this field

Delete Button

select this to remove the selected message from the program
the program does not prompt for confirmation prior to deleting a Standard Message, so be sure that you have the correct message selected before selecting this button.

Save Button

select this to store the new message or changes that were made to an existing message

Adding a Standard Message

Go to Main Menu>Settings>Inventory Functions>Standard Messages
Select Create a New Message.
Enter a name for the new message in the pop-up box.
Select OK.
Enter the text of the message in the Message Text field.
Select Save.
Select OK to confirm the creation of the message.

Deleting a Standard Message

The program does not prompt for confirmation prior to deleting a Standard Message, so be sure that you have the correct message selected before selecting the Delete button.

Go to Main Menu>Settings>Inventory Functions>Standard Messages
Choose an existing Standard Message from the Select a Message drop-down list.
Select Delete.

Editing a Standard Message

Go to Main Menu>Settings>Inventory Functions>Standard Messages
Choose an existing Standard Message from the Select a Message drop-down list.
Change the name of the message or change the text of the message.
Select Save.
If the text of the message is changed, the program will request that the user acknowledge the completion of the change. Select OK.
If the name of the message is changed, the program will prompt for confirmation before making the change.
Select OK to proceed with the change and select OK again to acknowledge the completion of the change; or select Cancel to abandon the change.

Assigning a Standard Message to a Product (Inventory Item)

Go to the Main Menu>Manage My Inventory>View & Manage My Inventory>Miscellaneous tab
Navigate to the desired inventory record.
Select Edit in the upper right-hand corner of the screen.
Select one of the pre-defined product messages from the Standard Message 1 - 3 drop-down lists as necessary.
Select the Save in the upper right-hand corner of the screen.
Go to the Manual Orders screens. When the item is added to an order, the Standard Message appears in a pop-up.
Select OK to add the item to the current order.
Or select Cancel close the pop-up. If the order is placed at the Manual Orders screen, the user will have to manually remove the line item from the order.

Additional Information

Inventory

Created:

Revised: 6/11/12

Published: 08/19/15