How to Create Quick Buttons

Overview:

Quick buttons is a feature of the Sales module to make searching for items possible in a series of a few clicks. This feature is the most helpful for commonly purchased items like drinks, golf balls, or range buckets. 

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Sales module
• Inventory items created

Steps:

Follow the below steps to create Quick Buttons:

1. Go to the Sales module
   
   
2. Click the quick button tab to choose where the quick button will be created
   
   
   
   
3. Click "Edit Buttons" in the quick buttons sidebar on the left side of the screen
   
   
   
   
4. Click "Add New Button"
   
   
   
   
5. Fill out the New Quick Button fields 
   1. Label: Name of the quick button that will show in the sidebar
   2. Color: The color of the quick button in the sidebar 
   3. Add Item: Search bar to add inventory items
      1. Note: The inventory item must be created before it can be added to a quick button. Add the inventory item and refresh the software before creating the quick button
   4. Items: The list of items attached to the quick button 
      1. Note: There is not a limitation of items that can be added to a quick button. Screen size can affect the number of visible items for large quantities of items in one quick button
      2. Note: Delete an item from the quick button by clicking the red "X"
         
         
         
         
6. Click "Save" to finish creating the new quick button
7. Adjust the placement of the quick button by clicking and dragging it to the desired spot
8. Click "Save Buttons" 
   
   
   

FAQ:

Q: How do I add text labels to quickbuttons?

A: Please see the article Adding Text Labels to Quickbuttons.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737