Customize a Product
	Create custom messages for products that appear on invoices.
	Quick Jump to:
	Search for a Product Customize a Product Using Customize on an Order

Instructions
Search for an existing product to customize. Then, a customize message/prompts..

1. You can search for an existing product by clicking the Find link on the Mailware Explorer. Or, simply click the Find icon below.
    

   		View Products
   		Find    Add    Help

   The following search screen will open.

Type a Product Number in the Search Characters field to locate your product, then click the button. The Product screen will open to the selected item.
 
Note: You can also select a different Search By field to locate a Product by its Supplier Number, or short Description.

 

Customize a Product
Create Customize messages and prompts for individual products. The Customize messages you create will then appear automatically on the invoice when the item is added to the order. The pre-created Customize text may be edited in the order.

2. Find a product as described above. You can also add a new product and then clone it. For help creating a new product see the Add/Edit a Product help topic.
   Click here to find an existing product.    Click here to add a new product.
    

3. Click the Stock Levels tab: 
   
   
    
    
   Then click the Customize button:
    
   
   

4. The Customize window will pop up.
   
   
   
   

5. Type any information you wish into the window. There is no limit to the amount of text you may enter. When you are done click the button to save your changes. Examples of Customize messages follow:
   
   Sample 1: Product Instructions - The following message was assigned to a specific product in the sample company's inventory. When the arrangement is added to an order this text prints below the Product Number and Description on the invoice. It could also be printed on a separate card, or any other report you wish.
   
   
   
   Sample 2: Custom Prompts - The following text prompts the order taker for specific information when the item is added to an order The entered text may be printed on the invoice, work orders etc.
   
   
   
   Sample 3: Order Messages - The following message was added to a product in our inventory with a Product Number of "MESSAGE." In each order the MESSAGE product is added to remind our customers to visit our web site. You can create a blank message product to be edited on the order, and as many pre-defined message products as you wish. Then and add them to orders like any other product. Be sure to check the Non Inventory Item field on the Product screen to avoid backorder notices.
   
   
   

To Use Customize on Orders
Add/Edit customize messages to any items in an order.

1. Add an Order, or edit an existing one.
    

2. Add an item to the Product Grid, or click on any existing item in the grid.
    

3. Click the Customize button on the Item Detail tab.
    

4. The Customize window will open. If the item has a Customize message already defined on the Product screen the text will appear in the window and may be edited (if necessary). Otherwise the window will be blank. Enter any text you wish into the Customize window and click the OK button.
    

5. The Customize window will close, and your changes will be saved. To add another message return to step 2 above.
    

6. The Customize messages you entered will appear on the invoice for this order, (and any other reports you edit to include it). You can preview the invoice for this order now to see the results. Click the Reports button and select "This Invoice" from the list. A preview of the invoice will appear with the Customize message(s) in the product listing.