Learn how to use the Quick Pick feature to quickly add frequently purchased items during a sale.
If you sell products and services frequently but don't use SKUs or barcodes, use the Quick Pick feature. This lets you group items and quickly add them to customer purchases.
Step 1: Create a Quick Pick group
You get three Quick Pick groups by default. You can also create your own groups. There’s no limit to how many groups you can create.
- On the homepage, select Make a Sale to start a new sales receipt.
- Select Quick Pick Items.
- Select Add Group.
- Give the new group a name. If you need to rename, remove, or change the color of the group icon, right-click and select the option.
Step 2: Add items to a Quick Pick group
Now that you have Quick Pick groups, you can add items to them during a sale. An item can be assigned to only one Quick Pick Group at a time.
- Open a new sales receipt and select Quick Pick Items.
- Select the group you want to add items to.
- Select Add Item.
- In the Select an Item field, enter in the product or service name to search your inventory. Then select it from the list. You can also scan the item.
Once you select the item, its info appears in the group.
To see all of your Quick Pick groups and items, select the Reports menu. Then select Items and Quick Pick Item List.
If you need to remove an item from a group:
- Open a new sales receipt and select Quick Pick Items.
- Select the group you want to remove items from.
- Right-click the item you want to remove and then select Remove Item from Quick Pick.
Note: This only removes the item from the group, not from your inventory list.
Step 3: Add Quick Pick items to a sales receipt
- Open a new sales receipt and select Quick Pick Items.
- Select the Quick Pick group.
- Select the item and then Continue to add it to the sales receipt.