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.
To set up Description Presets:
Navigate to “Setup->Description Presets”
To add a new description preset:
- Click on the “+” button located on the right side of page.
- Set the “Description Text” which is the text added to the order description.
- Click “OK”.
- Repeat steps 1 to 3 to add more description presets.
- When all descriptions are added, click “Save Description Presets” on the bottom of the page.
To change description presets:
- Click on the description you want to modify.
- Apply the changes and click “OK”
- Repeat step 1 and 2 for all the description presets you want to change.
- Click on “Save Description Presets” button.
To Remove Description Presets:
- Select the description you like to delete.
- Click minus button (-)
- Click on “Save Description Presets” button.