Create or Modify a Price Adjusting Note Group

Create or Modify a Price Adjusting Note Group

Price Adjusting Note Groups hold and organize price adjusting notes, which alter the price of an item. When a newly created price adjusting note is added to price adjusting note group from the Back Office, it will be available to use from the Special Notes section of the Touchscreen.

*NOTE: To organize and house non-price-adjusting notes, see the instructions HERE on note groups.
 

Create a Price Adjusting Note Group

Follow the steps below to create a new price adjusting note group:

  1. Select the Admin Center button.
     
  2. Click the Notes tab.
     
  3. Go to the Price Adjusting Note Group subtab.
     
  4. Click the New Price Adjusting Note Group button.
     


 

  1. Enter the two required description fields:
  • Description – This field determines how the note group will appear in the Back Office.
  • Screen Description – This field determines how the note group will appear on the Touchscreen.
  1. Under Notes, click the Add button.
     
  2. Select an existing price adjusting note from the drop-down options.
     
  3. Optionally, change the Sort Order of the price adjusting note.

 *NOTE: Repeat Steps 6-8 to add any additional notes.
 


 

  1. Click Save and Close.

The price adjusting note group is now created. The group and its price adjusting notes will appear as pink buttons within Special Notes once the Touchscreen has been refreshed.

 

Modify a Price Adjusting Note Group

Price adjusting notes can be added or removed from price adjusting note groups. Use the instructions below to organize the Special Notes on the Touchscreen in a way that best suits your community’s needs. To find an existing price adjusting note:

  1. Select the Admin Center button.
     
  2. Click the Notes tab.
     
  3. Go to the Price Adjusting Note Group subtab.
     
  4. Search for the desired note group and click its Details button to the left.
     

 

Add a Price Adjusting Note

To add a price adjusting note to an existing price adjusting note group:

  1. Under Notes, click the Add button.
     
  2. Select an existing price adjusting note from the drop-down options.
     
  3. Optionally, change the Sort Order of the price adjusting note.

 *NOTE: Repeat Steps 6-7 to add any additional notes.
 


 

  1. If you are finished modifying this note group, click Save and Close.

 

Remove a Price Adjusting Note

To remove a price adjusting note from an existing price adjusting note group:

  1. Under Notes, find the desired note and check the box under the delete column to the right.

*NOTE: Repeat Step 9 to select any additional price adjusting notes. The note(s) will not disappear until the note group is saved and closed.
 


 

  1. Click Save and Close.

The price adjusting note group is now modified. The added or removed items will update once the Touchscreen has been refreshed.

Video Tutorial:




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