What is a description preset?

“Description Presets” helps you avoid typing repetitive order descriptions. You can create any number of descriptions and use them when placing a new order. 

On the “New Order” window, the last step (pricing), you can see the large green “+” button next to the description box. Clicking this button will show you a list of predefined description to choose from. Once you click any of the description buttons, the description will be added to the order description box next to the “+” button. Note that the description will not replace the current description and only gets added to it.

Add-from-description-presets

To set up Description Presets:

Navigate to “Setup->Description Presets”

To add a new description preset:

  1. Click on the “+” button located on the right side of page.
  2. Set the “Description Text” which is the text added to the order description.
  3. Click “OK”.
  4. Repeat steps 1 to 3 to add more description presets.
  5. When all descriptions are added, click “Save Description Presets” on the bottom of the page.

To change description presets:

  1. Click on the description you want to modify.
  2. Apply the changes and click “OK”
  3. Repeat step 1 and 2 for all the description presets you want to change.
  4. Click on “Save Description Presets” button.

To Remove Description Presets:

  1. Select the description you like to delete.
  2. Click minus button (-)
  3. Click on “Save Description Presets” button.