How to Set up a Customer Gift Registry

Step-by-step guide

1. Go to Operations > Customers > Customers.

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2. Enter a customer name in the Search field, then press Enter. Once the customer is loaded, click on Gift Registry.

3. In the Gift Recipient Name field, enter the name of the event’s recipient. You can use preferential pricing for all items in the registry product list. Use the drop-down list to select a Price List.

4. Select an Event from the drop-down list. If necessary, choose the Event Date and Delivery Date, the Delivery Contact and Delivery Phone, or add Delivery Address and Comments.

5. To add products to the Gift Registry, click on Select Products. In the Gift Registry Productsscreen, add the desired items (PLU) in the Item field. Press Enter to add the item.

6. When you’re finished adding items to the Gift Registry, click on Accept. Then click on Save and then Quit to exit.

7. To access this registry at the Sales screen, go to Operations > Sales > Sales.

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8. Enter the customer in the Customer field and then press Enter. Once the customer is loaded, click on Access F11 at the top of the screen.

9. In the Access screen, click on F7 Gift Registry Sale to access Gift Registry.

10. In the Gift Registry screen, input the gift recipient’s name, then click on Gift List.

11. In the Gift Registry List screen, you can adjust the products available for the gift registry.

12. To confirm the selected products, double-click on each one. This will add 1 of each product to the list. To change product quantity, click on the + or – buttons. You’ll notice that the Total Selected Items as well as the Total Selected Amount (located in the top right corner), will increase as you confirm the items.

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13. To complete the transaction and return to the Sales screen, click the Buy Selected.

14. The items will be added to the Sales screen. Now go ahead and complete the sale as per usual.