Transaction item options are fields that you can add to the line items of your transaction records to gather information specific to your business needs.
Item options can refer to characteristics of an item. For example, you might record different colors of an item as item options.
You can create item options for:
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purchase items
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sales items
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opportunities
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web store items
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kits and assemblies
Note
You may encounter performance issues if there are too many item option fields on your form. Try to limit the number of custom item option fields to 50 fields.
To create or modify custom transaction item option fields:
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Go to Customization > Lists, Records, & Fields > Transaction Item Options.
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On the Custom Transaction Item Option Fields page, each custom field is listed, with columns providing detailed information about the field and which records the field has been applied to.
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To edit an existing custom Transaction Item Option field, click the field name in the description column and then modify the field definition as desired.
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To add a new custom Transaction Item Option field, click New.
For more information, see Creating a Custom Field.
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Complete fields on the Item Option page and click Save.
Note
You can define a formula for an item option's default value (by checking the Formula box on the Setting Validation and Defaulting Properties), but formula references to non-item option fields are not supported. You may be able to save an item option successfully with a reference to a non-item option field, but users will encounter errors when they try to save a line item with the item option selected.
Offer your customers free promotional gift wrapping
After you have enabled the Item Options feature, you can offer your customers complementary gift wrapping on select items as a promotion. With item options, create a Gift Wrapping check box on items so customers can indicate if they would like gift wrapping.
To create an item option for gift wrapping:
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Go to Customization > Lists, Records, & Fields > Transaction Item Options > New.
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In the Label field, enter the name of your option, Gift Wrapping.
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In the Type field, choose Check Box to create a check box field.
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On the Applies To subtab, check the Sale and Web Store boxes for the option to appear on sales transactions and in your website.
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In the Items field, select the individual items you want to offer gift wrapping for.
You can choose multiple items by holding down the Ctrl key as you select the items with the mouse.
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On the Display subtab, in the Label for Input field, enter the name for the option as you want it to appear to customers on your website.
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When you have finished, click Save.
Now, you can offer customers complementary gift wrapping for items. The choice your customers make appears in the Options column of each sales transaction.
Here is an example of a custom transaction item option field.
When the custom transaction item option field is included on a form, it might look like the following example.
