Attach a Special Order to a Purchase Order
Steps for Attaching a Special Order to a Purchase Order Go to Modules > Special Orders, and make
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You can allow your website visitors to build Gift Registry lists using this feature. They will be able to share a link to their Registry and as people buy things from the list, the list will keep track and remove purchased items. In order to enable this feature, you need to have the following two things in place:
You can get to this part of the system by clicking the Admin button with your username in the upper right and then clicking on Settings > Website Settings > Shopping Cart.
If your Customer Login feature is enabled, the Gift Registry will be able to work as well. If not, you'll see a notice like the one above instructing you to get SSL enabled for your domain.
Once you've turned on Gift Registry in the settings, be sure to Save the change at the bottom.
You will then have a new module under Modules > Gift Registry with a full list of all registries saved in your system. You are able to see the customer that created the list, its Title, the number of items on it, the total value, and how much, if any of the requested items have been purchased.
You will also be able to add the Gift Registry website module to your website. To do so, click +Add Content at the top of the Website Editor and click Add Body Content in the list that drops down. Scroll down to Gift Registry, and click Add. Once you place it on the page, it will populate at the bottom of your body content area, and it will look similar to this:
Visitors can sign up to create a Customer account with you, and then from there create Registry lists as described below. They will also be able to search for lists by the Name of the customer, or just Browse All of the public lists. You will not be able to view lists saved as Private, and neither will your visitors. Here is an example of the Browse All view:
When a visitor clicks to View a list, here is what they see. They are able to add items directly to their Shopping Cart from this page:
When a visitor is viewing your website, they will see a Login link on the far right of your Navigation bar, as pictured below. To begin using the Gift Registry, log into the site. If you don't yet have a customer login for the site, you can click Create Account and follow the instructions.
Once you've signed in, you'll see a list of all Transactions you've done through Rain POS, for both Shopping Cart transactions through the Website and Register transactions through the Point of Sale. You can click to View any of the transactions. From the Navigation bar, you will see an Account menu, and Gift Registry will be on the list.
If you click to open Gift Registry, you'll see a list of any registries you've made. You can click to Copy Link so you can share a registry with others. You can also click to either View or Edit Details for any of your registries. Click the green +New Registry button to create a new one. Also, the Registry is not actually created until you click a confirmation link that is emailed to you as part of the process.
If you click to View the list, you can see all items currently in the registry, adjust quantities, see if it has been purchased yet or not, and you can click the X to remove items, if you need to do so.
If you click to create a new registry or to Edit an existing one, you'll see this window. You can add the Name of whomever the registry is for, set the Occasion (Baby, Wedding, Wish List, or Other), set a Date for the event, Title the list as needed, add a Description so people will know what it is for or supporting details, and you have the option of making the registry Public. Doing so will allow any visitors to the site to open and view the list, and if they like, they can purchase items for the list.
To add items to a Gift Registry, after you've done your Customer Login (as described above), you can go to the online store and when viewing any item that has inventory listed there, you'll have the option of adding it to any registry you've created, as pictured below.
Please note that the Gift Registry functionality currently works only through the web Shopping Cart. Items purchased by the customer in the Register do not update the Gift Registry, at present.
Also, if you are a new client and have lists of registries in another system, we have no way of migrating that data at present, so all registries will need to be recreated using the steps described above.
Out of stock items cannot be added to a Registry, but if they are added and then the item becomes out of stock, they stay on the list but display the out of stock state.
Steps for Attaching a Special Order to a Purchase Order Go to Modules > Special Orders, and make
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