Edit a Non-Document Record

Point of Sale Basics | Find a Record

This general procedure applies to editing items, departments, vendors, customers, and employees.

Click here for information about editing documents.

Use the general edit procedure below, or select a record type for specific instructions:

Edit a department | Edit a customer record
Edit an item | Edit a vendor record
Edit an employee record | Edit a time entry

To edit a non-document record:

1. Use standard sort, search, and filter procedures to locate the desired record in the applicable list.

2. Highlight the record and select Edit from the window toolbar or I Want To menu.

3. Navigate through the fields of the record, making changes as necessary.

4. Select Save.

Or, select Cancel at any time before saving to discard your edits.

Notes:

- Only fields white in color can be edited. Gray fields cannot be selected or changed. If you believe you should be able to edit a field but cannot, check the logged-in user's security rights or read Why is a Point of Sale feature not available to me?

- In some non-document lists, you can edit records directly in the list using list edit mode.

- Use caution when editing information that is a component of other records or documents. For example, if you edit a department or vendor name you must also edit any items in inventory that contain that department or vendor name as part of the item record.

Related Topics

Enter data

List items on documents