Item Sets are available on the Max plan of FoodStorm only.
Note that an Item Set can be allocated to a Customer Company only, not individual Customer Contacts.
To link a Customer to an Item Set:
- Click Contacts to view the Contacts page.
- Either locate and edit an existing Company, or create a new Company. See Adding a Company for more information.
- Ensure This company is a customer is ticked, then select an item set from the Item Set drop-down list.
- Click Save & Exit.
The item set is then allocated to the Customer Company, and all contacts who belong to that company. When placing a Customer Order, the prices from the selected item set will be applied to the items in the order.