To add Menu bars in the “Configuration.js” in “navigationTabs” section and need to provide the URL for each Menu Bar we added here.

• Location & Available Quantity

To add the fields on Item Details Page, Need to update the “item_details.txt” file which fetches the details of Items from the Facet Fields which we define under Website Set up -> Facet Fields sub tab.

Perform the following steps to Issue a Customer Refund to a customer through a “Gift Certificate”

• Open the credit memo of the customer
• Create a new Invoice instead of issuing a Refund
• In the Invoice select the Gift Certificate Item
• Select the same ‘Customer’ name used in the ‘Credit Memo’
• A new code will be sent to the email address entered in the Gift Certificate Column
• Save the Invoice after entering all the applicable details
• The Status of the Invoice will be ‘Open’
• Use the ‘Credit Memo’ as a ‘Payment’ for the ‘Invoice’
• Accept the Payment from the Invoice
• On the Payment page, navigate to Invoices subtab of the ‘Applies’ tab
• Check the apply box next to the Invoice
• Navigate to Apply > Credits and check the ‘Apply’ box on the credit memo
• Check the Payment Amount field, change it to $0 and make sure that ‘To Apply’ and ‘Applied’ amounts are equal.
• Save the Payment transaction

Scenario:

1. Go to Setup > Customization > CRM Fields > Click New.
2. Enter a value on Label field.
3. Choose List/Record on Type field.
4. Choose Transactions on List/Record field.
5. Check on Store Value field.
6. Check on Record is Parent.
7. On Applies to > check on Event.
8. On Display > Parent Subtab assigned your preferred subtab.
9. On Sourcing & Filtering > Set Filter Using to Type.
10. Set Value is field to Sales Order.
11. Click Save.

1. Go to Customization > Forms > Transaction PDF Layout > Choose PDF Layout
2. Highlight the Body Field Element. The border will turn blue.
3. On the Editor window on the left, under Element Size, set Height as 1.0.
4. Click Save.

This warning message is usually encountered when a user is trying to delete a record in the system and it has child records as indicated under History> Transactions

1. Create a Terms and Conditions like a PDF or a Word document.
2. Upload the Terms and Conditions file to the File Cabinet.
3. Navigate to Documents > File > File Cabinet > Find a folder to save the file.
4. Click Add File.
5. When the file is uploaded, edit and mark Available without Login.
6. Copy the URL.
7. Click Save. 
8. Navigate to Setup > Customization > Transaction Body Field > New.

• Select Hyperlink in the Type field
• Mark Store Value
• Enter a Label for the field

9. In the Applies to tab mark Sales.
10. In the Display tab

By default Vendor name is not available in the standard column of packing slip print, perform the below steps as a work around.