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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Create Item list

In this example we will create an Item list, also called a Mix list, that we can use for Match prices.
 
Create Item list
 
1

Select Item List Setup

1. Select Item List Setup
    Click Item List Setup.
2

Click Add List

2. Click Add List 
  This will add a new line in the Item List grid.
3

Enter List Code

3. Enter List Code
   Enter the code that will be used at the register.
4

Enter Description

4. Enter Description
Enter Description. In this example we are make a List or Mix for 2 lliter Pepsi Products
5

Click Add

5. Click Add
Start adding items to the Item List
6

Add Items using Down Arrow

6. Add Items using Down Arrow
You can pick from a list of items that opens when you click the Down Arrow or....
7

or Pick Items

7. or Pick Items
Clicking Pick Items opens up a larger Choose Items for List window. In this window you can choose multiple items at once and apply a filter. In this example we apply a filter and use the items in the filter for the list. See an example of the Pick Items Window:
Please note multiple items can be selected. After completed the selections, click the Add Selected Items  button.
 In this example we apply a filter and use the items in the filter for the list, we are not using this function.
8

Click Filter

8. Click Filter
Build and apply the filter you need for the Mix list you are creating. See Build a Filter 2 to see instructions for the filter we built in this example.
9

Click Select All

9. Click Select All
This will select all items in the list and put a check mark in the Select box by each item in the list. You can unselect by clicking in the Select box by an item. You can also clear all check marks by clicking the Clear All button.
10

Click Add Selected Items

10. Click Add Selected Items
When you have check marks next to the items you want, click this button.
11

Click OK

11. Click OK
Once all items are added, This window will pop up, click OK
12

Click Save List

12. Click Save List
Click Save List to save the list of items.
13

Click Upload to Register

13. Click Upload to Register
Once you have created the list the next step is to send this list to the register.  Click this button to start the process.
14

Select List

14. Select List
Select the list to upload by clicking the Selected box.  In this example we select the list we just created.
15

Click Upload

15. Click Upload
When all the lists you want are selected, click the Upload button.
16

Click Yes

16. Click Yes
If every thing is correct, click Yes. Click No to make changes to the Upload if needed.
17

Status Window

17. Status Window
While the List uploads, this window stays on screen - Messages may be different depending on your register type.
18

Click Close Buttons

18. Click Close Buttons
After every thing is complete, click the Close Buttons
19

Go to Mix and Match Setup

 Go To Mix and Match Setup instructions