3. Double click a customer record or press edit from the navigation bar
4. Select the Product guide tab
5. Add items
a. Add items single method
1. Select the first blank field of the items list
2. Enter or look up the item number
b. Add items multiple
1. Select the add multiple button
2. Choose the items by CTRL clicking each row or Shift click groups
3. Press the select button
c. Add items via Kit (See Product Kit Template instructions for creating new)
1. Select the add Kit button
2. Choose from an existing product kit or create a new one
3. Enter S/CO (Expected on shelf when arriving) (Optional)
4. Enter target (Single expected sales value for all days of the week, if multiday product guide is enabled, there will be a target for each day of the week) (Optional)
If Customer Requires Their Own Item Number To Be Printed
1. Check print internal customer number
2. Fill in the item number to print in Customer internal number
3. Include on invoice – Check on if using fill from product guide or to prefill android invoice screens with 0 QTY
4. Include on Survey – Check if using Count/ Fill, Survey, Count or forecasting
