Managing Lookups

The Lookups tab can be found in the Administration module of three applications: Product Management, Order Management and Marketing.

In each of these applications, only administrators can add the custom look-ups necessary to your business model.

Regardless of the application you are working in, Look-ups serve the same purpose: enabling you to create, view or edit lists of possible options that can then be used in drop-down menus, check box groups or other types of multiple-choice selections found in the custom attributes of customer profiles, categories or products, as well as in custom order and item statuses among other locations.

For example, in the Product Management, you may need a look-up (list) called Colors that would contain every available color for certain products. The system will also provide some default look-ups such as MerchandiseType, which contains options like "Accessory" or "Replacement part" that can be used to further define products.

In the Order Management application, look-ups are used to build the profiles that make up your customer records. If you'd like to know what age range your customer is in, you must start by creating your age ranges under Look-ups. Look-ups are also used in the Orders module, for example, to determine possible reasons for order cancellations or merchandise returns (RMAs).

REFERENCES

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Creating Profile Lookups

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Modifying Lookups