Introduction

There may be an occasion where a pre-existing product will not be sufficient.  For those times, a Boomer Admin user (but not the shopper) can add a custom item to a contact's shopping cart. A custom item may be added in the shopping cart prior to order generation or after the order has been created in the Order Summary area.

If in the Shopping Cart, click "Add Custom Item" during Step 2 of the process:

To add a custom item after the order has been created, click the "Add Custom Item" button in the Order Summary screen or in the Order Items area:

Add Custom Item

After clicking the Add Custom item button, a form appears:

Field Name	Description
Name	Name of the custom item. Character limit of 255 characters.
Supplier	Use the Picklist(accessed with the button next to the field) to choose the appropriate supplier for the item.
Revenue Type	Select the revenue type from the list.
Tax Exempt	Check this if you don't want the charge/credit associated with this custom items to abide by the Revenue Type's tax settings.
Gratuity Exempt	Check this if you don't want the charge/credit associated with this custom items to abide by the Revenue Type's gratuity settings.
Exclude From Invoice	The item will not print on any invoice.  Take care when using this flag because if the item has a price, the balance of the invoice may not reflect the total of the items!
Transaction Type	Choose whether the item is a charge or a credit.
Code	Enter a code for the item, if applicable.
Quantity	Number of the custom item needed.
Price	Price of the custom item.
Apply Discount	Check box that makes the Discounted $ field editable so you can enter a discount for the item.  This will appear on invoices when the discounted view option is chosen.
Required Delivery	If the custom item requires a delivery date and time, check the box and enter the date/time.
Required Pickup	If the custom item requires a pickup date and time, check the box and enter a date/time.
Notes	Optionally enter any additional notes for the item.
Description	Click on the description tab to add lengthy, formatted content to your custom item.

To add a custom item:

1. Click "Add Custom Item" from the menu options at the top of the shopping cart or order summary area
2. Fill in the custom item details following the field descriptions above.
3. Click "Add Item" to add the item to the shopping cart.

Copy Custom Item

After filling out a custom item, you can click "Copy" to copy the contents of the item you just entered and then make edits to it.  Note the name does not copy since it is most likely something you need to change.  You can also copy an existing custom item anytime by clicking "Edit Custom Item" within an order and clicking the Copy button.