How to customize quick picks and speed keys?
Quickpicks
Overview
Go to Configuration --> POS Settings --> Quick Pick
This is the CAS set up for Quick Pick which gives the cashier menu driven access to 144 items at the sales transaction screen. The items are pre-defined customizable speed keys for ringing up sales based on pre-defined classifications or attributes.
This is especially useful when check out is menu based such as in an ice cream shop or fast food merchant, items which cannot be scanned easily.
Select from 1 to 12 Labels to define the items that will be represented in the Quick Pick items. These should be grouped in like items that will help the cashier select the items that the customer is purchasing.
Enter the name for the Label to define the Quick Pick Group
Press on the Group Item button to display a screen to enter the items in the group. Save the Groups, then save the Quick Picks.
When originally creating Quick Pick Settings, leave the Venue and Store as ALL. Your Quick Pick will send to every Register within your Domain.
Now if you have multiple Venues and/or Stores, you can filter through them and define your Quick Pick Settings for each.
Group Items
There are two ways to display Items for Quick Pick. You can display the items by Item description or by selecting the Attribute (such as style or department).
When Item is selected, the items can be selected by entering the item ID's in the area or by pulling up the item search and selecting the items to include. This is used for quick access to items such as the most commonly sold items, especially those without barcode labels to scan.
When Attribute is selected, the items can be selected by selecting the Attribute Type, then all items that are attached to those Attributes will be added to Quick Pick. This is used when it's easiest to display the items by a specific department or style, etc. It's helpful in retail environments where you group by style and items selected are by size/color.
Once all items are selected, save the Group.
The URL entered will display the picture of the item on the Quick Pick button on the POS or Tablet. The url can be entered here or entered on the Master item screen.
Reset the Quick Pick Labels and Details
To clear data and start fresh, you can reset the quick pick settings by going to Configurations>POS Settings>Reset Settings select Quick Picks and Save. This will clear the labels as well as the item details
Access:
Access is given to System Administrator and Financial Roles.
Speed Keys
Overview
Go to Configuration --> POS Settings --> Speed Keys
The 12 Function keys plus plus the 12 combination Shift + Function keys can be each be associated to an SKU and can be entered into the transaction by pressing the Function key or appropriate Shift/Function key combination. This function allows a cashier to press a "speed key" instead of scanning the bar code of an item. (Note: Can also be set up directly on the windowsPOS terminal)
To add a speed key the user takes the following steps: After selecting the venue and store, they choose a speed key and types in the product name, or clicks the Shortcut number button next to the box and is taken to an item lookup screen where user can search for an item using its UPC, name, vendor, etc. After making changes to the speed keys the user can press save, or if user wants to clear the keys to reassign them to different items the user can press the reset button. At the POS cashier can use the speed key function to quickly bring up the designated items during the sales transaction screen.
Function speed keys can be set at an enterprise level or modified at a store or register level. Function speed keys can also be set at a POS level by users with appropriate rights
Reset - Clears all fields and if saved resets all speed keys.
Access
Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Venue and Store managers may modify settings at Venues or Stores assigned to them.
Articles in this section
- Overview
- Creating Employees
- Creating Stores and Register
- Master Item
- Transaction Code Creation/Management
- Create Customers
- Create a Purchase Order
- Barcode Label Printing
- Receiving
- Store Orders
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