To add an order profile:
A new profile name and row in the rules panel are displayed and highlighted yellow.
Duplicate profile names are not allowed. The name also appears in the Profile column in the rules panel.
In the applies these fields section in the rule panel, double-click the cell in each column to enter a value.
The default settings display asterisks for the Prod, Exch, Group, and Type cells and cannot be edited. Refer to Order Profiles Reference for a description of each column.
To add a rule to the profile, click Add Rule and double-click a cell in each column to add values as needed.
Note: You cannot have the same combination of product, exchange, product group, and product type in multiple rules.
Tip: Repeat this step to create additional rules for the selected profile.
Check the Use column to include the rule in finding a best match for order entry.
To edit an order profile:
Tip: You can also double-click a cell in the rule panel to enter edit mode.
Note: Profiles created by your administrator are greyed-out and their fields cannot be edited. However, you can add your own rules to these profiles.
Note: The key fields for the default rule cannot be edited.
To add a rule to the profile you are editing, click Add Rule and edit each column cell as needed.
Tip: If you select a product in the Prod column, the Exch and Type fields will be seeded automatically.
Refer to Order Profiles Reference for a description of each column.
For more details about your editing options, refer to Edit Mode.