101 lines
4.9 KiB
HTML
101 lines
4.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Edit a Non-Document Record</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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tr.hcp1 { vertical-align:top; }
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td.hcp2 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px; }
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font.hcp3 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Edit a Non-Document Record</p>
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<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">This general procedure applies to editing items, departments, vendors, customers, and employees.</p>
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<p class="Help-Text">Click <a href="basic_edit_documents.htm">here</a> for information about editing documents.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">Use the general edit procedure below, or select a record type for specific instructions:</p>
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<table cellspacing="0" width="366">
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<tr class="hcp1">
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<td style="width:49.02%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_departments/dept306.htm">Edit a department</a></p>
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</td>
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<td style="width:50.98%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_customers/cust905.htm">Edit a customer record</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:49.02%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_inventory/inven404.htm">Edit an item</a></p>
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</td>
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<td style="width:50.98%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_vendors/vend356.htm">Edit a vendor record</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:49.02%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_secadmin/secadmin04.htm">Edit an employee record</a></p>
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</td>
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<td style="width:50.98%;" class="hcp2">
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<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_timecards_history.htm">Edit a time entry</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Info-Line">To edit a non-document record:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Use standard <a href="basic261.htm">sort</a>, <a href="basic261.htm">search</a>, and <a href="basic262.htm">filter</a> procedures to locate the desired record in the applicable list.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Highlight the record and select <span style="font-weight: bold;"><font class="hcp3">E</font>dit from</span> the window toolbar or I Want To menu.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Navigate through the <a href="../qbpos_fields/fields10.htm">fields</a> of the record, making changes as necessary.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">Or, select <font class="hcp3">Cancel</font> at any time before saving to discard your edits.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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 <a href="../qbpos_secadmin/secadmin04.htm">security rights</a> or read <a href="../qbpos_help_and_support/help_featurenotavailable.htm">Why is a Point of Sale feature not available to me?</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">In some non-document lists, you can edit records directly in the list using <a href="basic_list_edit_mode.htm">list edit mode</a>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
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<p class="Help-Main-Topic-Links"><a href="basic303.htm">List items on documents</a></p>
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</body>
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</html>
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