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Edit Line Item Window

 
 

Edit Line Item Window

Line Items can be products, event registrations, or registrants. They appear in the last step of the Event Group Registration Wizard and the Individual Event Registration Wizard. Click the edit icon beside a line item to open the Edit Line Item window.

Reasons you might want to edit a line item include:

  • adding a discount or overriding a price
  • changing a ship to address

To edit the Line Item window, use the following steps:

  1. Go to Modules>Events> Find, Query, or Add Event>Event Profile>individual registration wizard>Step 6: Review Payment.
  2. Fill in the fields as described in the table below:
    Field Name Required Description
    sale price Required Enter the new price in dollars and cents.
    override reason Optional Select the reason for the new price from the drop-down list.
    override notes Optional Enter notes on the reason fro the new price.
    ship to address Optional Select an existing address from the drop-down list. Or click the add icon to add a new address to the drop-down list. Click the edit icon to edit the details of the selected address.
  3. Click the apply discounts icon to open the Add Discount window.
    1. In the discount field, enter the first few characters of the Discount Code to see a list of matching Discount Codes. Click the Discount Code you want to populate the field with it. Or click the look up icon to see a list of Discount Codes.
    2. In the notes field, enter the reason for the discount or any other notes you have about the discount.
    3. Click OK to apply the discount and return to the Edit Line Item window. The new discount appears in the Discount / shipping / tax list . Click Cancel to lose your changes and return to the Edit Line Item window.
  4. Click the apply shipping/freight charges icon to open the Apply Shipping Charges window.
  5. Click the trash icon to remove all the listed discounts. Click OK in the remove all items? pop-up window. All the listed discounts disappear.
  6. Click the delete icon beside the Discount type to delete that type.
  7. Click the OK button to apply all of your changes and return to the wizard. Click the Cancel button to lose your changes and return to the wizard.
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