Using Funerals to Select Recipients
From FloristWiki
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'''To complete the Recipient information from the Funeral Log:''' | '''To complete the Recipient information from the Funeral Log:''' | ||
| - | #In | + | #In Order Entry or Point of Sale, click the Funeral Log button. Current or future funerals will appear in the list of funerals. |
| - | #From the list of funerals, click the recipient and click | + | #From the list of funerals, click the recipient and click Select, or simply double-click on the recipient. The Funeral Log window will close and the recipient information will appear in the Recipient area of Order Entry or Point of Sale. |
Current revision
Once funerals have been added to the Funeral Log, you can use the Funeral Log to fill in the Recipient for new orders. When you create an order for a recipient who is listed in the Funeral Log, the order is associated with the funeral and will appear in the Acknowledgment List.
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If you copy a ticket or sale that has a recipient selected using the Funeral Log, the new tickets will also be associated with the funeral, as long as you do not change the recipient name. |
To complete the Recipient information from the Funeral Log:
- In Order Entry or Point of Sale, click the Funeral Log button. Current or future funerals will appear in the list of funerals.
- From the list of funerals, click the recipient and click Select, or simply double-click on the recipient. The Funeral Log window will close and the recipient information will appear in the Recipient area of Order Entry or Point of Sale.
