How to use the customer wish list

The customer wish list can be found to the right of a customers details screen. The purpose of the wish list is so that customers can let you know of their intention to purchase or at some time acquire a particular item.

To add a new wish just follow the steps below:

1. Navigate to a customers details.
2. Click on Wish List to the right of screen.
3. Click on New Wish and search for the stock item as you would usually via Find Stock.
4. Once you have located your item, select it by clicking on it, effectively highlighting it yellow. Then click Add to Wish List at the bottom of the screen.
5. You will then have the option to add in some comments about the item, a date that the client would like to be reminded about the item, and a person who the client might like to be reminded on their behalf (for a birthday or present as an example).
6. After entering in the details, click Save. The item will then be added to the customers wish list.

Tip: You can use the wish list report under Reports Menu > Customer Reports to send out reminders on the reminder dates.