There are four ways to find and edit wishes:

• POS
• POS - Customer Display
• Customer Find
• Wish Lists Find (search by individual wish instead of customer)

You can convert a Wish to an Opportunity by using the Add Oppo button found in the bottom menu of the Wish edit screen.

POS

Wishes can be searched, edited, and removed from POS.

To find Wishes at POS:

1. Find the customer.  Utilize the Wishes tab of the customer filter to search by Wish criteria.
   

   If using Fast Customer Find, click the More... button to see the full customer filter.
2. Click Wish List > Show my Wish List Items.  The Customer Wish List window will appear.
   
   Buttons and options on this window include:

   See Wish	View and edit the selected Wish
   Buy Now	Stock - Load the selected item into POS Non/Out of Stock - Find an item to fulfill this wish or start a Special Order intake for it
   Remove Wish	Mark Wish inactive
   Show In Stock Only Items	Filter Wish list to only those linked to In Stock items
   Show Bought / Removed Items	Show purchased and removed Wishes

3. View Wishes and make any desired changes. Be sure to save if editing.

POS - Customer Display

Wishes can be searched, edited, and removed from POS using the Customer Display.

The Customer Display is a sidebar that appears on the right hand side of POS and contains tabs for working with the customer's record.  We strongly recommend enabling this by turning on the System Option Show Customer Display.

To view Wishes at POS using the Customer Display:

1. Find the customer.  Utilize the Wishes tab of the customer filter to search by Wish criteria.
   

   If using Fast Customer Find, click the More... button to see the full customer filter.
2. On the right, click the Wish tab.  The Wish List panel will slide out displaying current Wishes.
   
   Options and buttons on this screen include:

   Customer Selection	Use the radio buttons at the top to switch between viewing Wishes for the primary customer, their spouse/partner, or both
   Show	Use the radio buttons at the top to switch between viewing all active Wishes, only In Stock Wishes, Bought Wishes, or Remove Wishes
   Search	Use the Search box in the top right to filter displayed Wishes by entered text
   Order	Located below Search, use the drop-down to select how the Wishes are ordered on the screen
   	Stock - Load the selected item into POS Non/Out of Stock - Find an item to fulfill this wish or start a Special Order intake for it
   	Open the Wish to view and edit
   	Create a new Customer Quote and add this Wish to it
   	Mark Wish inactive
   Add	Use the Add button at the bottom to add new Wishes

3. View Wishes and make any desired changes. Be sure to save if editing.

Customer Find

Wishes can be searched, edited, and removed from the customer record accessible from the main menu.

1. Click Customer > Find.  The Customer Find Filter will appear.
2. Enter criteria to find the customer and click OK.  Utilize the Wishes tab of the customer filter to search by Wish criteria.
3. Edit the customer and click on the Wish List tab.
4. View Wishes and make any desired changes. Be sure to save if editing.

Wish List Find

Wishes can be individually searched and edited using the Wish List button on the main menu.

1. Click Customer > Wish Lists > Find.  The Find Wish Lists window will appear.
   
2. Enter desired criteria and click OK.  See Customer Find: Wishes Tab for definitions of the fields and options here.
3. Unlike the other methods, which find specific customers and their entire Wish List, this will search and return individual Wishes.
4. View Wishes and make any desired changes. Be sure to save if editing.