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🖥️ Quick Select in the New Sale screen lets you add products to a transaction by using a button instead of scanning in a product or typing its name / UPC. This is helpful for items that don't have scannable barcodes. For example, you can use Quick Select to enter a donation into a transaction. This article guides you through the process of adding items to the Quick Select menu so cashiers can use it. 

Configure Quick Select

Here is how to configure the Quick Select menu for the New Sale screen:

1. Click on Content in the main menu.
2. Click on Quick Select in the Content menu. This will direct you to the Quick Select customization page.
3. To add a new group to Quick Select, scroll to the bottom of the page to enter the group name.
4. Click on Save to create your new group. You will see a confirmation pop up in the upper right of the page if the group has been successfully added.
5. After adding a group, you can click on Edit Group below it to add or edit items. For more information about editing groups, go to the Edit a Quick Select Group section below.
6. Click on Delete Group below the group to remove it from Quick Select.
7. You can change the order of a group's items by clicking on an item's block then dragging and dropping it to your preferred spot. For example, if you move the Boar Cat item to the third spot from the left, it will appear as the third option when a cashier uses Quick Select in New Sale.

Edit a Quick Select Group

When you click on Edit Group, it will open a window where you can add and edit the items of a group. Here is everything you can do in this window:

1. You can edit the group name by typing its new name into the text field that is towards the upper left of the window.

2. Click on the Save Group Name button after typing in the new name to update it.

3. To scan an item into the group, click into the Scan UPC / System ID field and scan the item's barcode.

4. To instead add the item by selecting it, you can type in the product's name, UPC, or system ID. Matching results will appear in a drop-list below the field.

5. You can edit a product's name by entering its new name in the text field; this field is to the right of the product's table entry.

6. To remove a product from the group, click on the Trash Can icon on the right of the product's table entry.

7. Click on Save to save any changes you've made to the group.

Related Topics

POS Basket Configuration

POS PO Configuration

Donation Configuration

Frequently Asked Questions

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