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  4. Setting Up a Gift Registry

1. To set up your gift registry, first access the POS menu.

2. Under the POS menu hit Shift-F5 or click Gift Registry. Make sure you have the proper customer selected!

 

3.  Click the Create New button. Fill in any info required in the Registry Info tab.

 

4.  Overview of the Host Wish List tab: Here you can either scan items in or manually add them yourself. The items you add will appear on the wish list for this customers gift registry. Watch your quantities! After you have completed this step your Gift Registry can be closed.

      Step 1: Select the Host Wish List tab.

      Step 2: Input or scan the SKU codes into this field, press Enter key.

      Step 3: To load the SKUs from your scanner, select the Load From Scanner option.

      Step 4: These options will allow you to Edit a particular SKU, Clear the entire SKU list, set Priorities of SKUs, and Close the window. 

 

5. Now that you have your gift registry, we’ll assume you have a customer from a wedding party (for example) who wants to buy an item from the registry. To do this, you load up the POS again (create a new customer and select the customer, but it’s not required) and click “Gift Registry”.

     Step 1: Select the proper Gift Registry list from the customer name and go over to the Guests Purchase tab.

     Step 2: Here you can select what item(s) the customer will buy for the party by selecting them in the click box on the left.

     Step 3: Click the Purchase button to send it into POS.
6. Complete the purchase as normal. When you go back into the gift registry under the Host Wish List the Purchased quantity will reflect the purchase that was just made.

 

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