How to create a quick button?

Summary

This guide walks you through creating a Quick Button for fast and easy purchases on the front-of-house dashboard.

Note: Before creating a Quick Button, ensure that a Point of Sale (POS) Pricing Option has been set up for the item you intend to sell via the Quick Button.


Overview

  1. Create a Quick Button
  2. Create a Quick Button Layout
  3. Manage Quick Button Layout
  4. Add the Quick Button to the Layout

Step-by-Step Guide

1. Create a Quick Button

  1. From the Home page, navigate to the System Configuration module.

    System_Configuration.png

  2. Select the Quick Buttons option.

    Quick_button_tab.png

  3. Click Create New Quick Button at the bottom of the page.

    Create_new_quick_button.png

    Complete the following fields:

    • Name: Enter the name you’d like displayed on the Quick Button.
    • Colour: Choose a color to categorize your Quick Button.
    • Type: Specify the type of purchase (select Pricing Option).
    • Pricing Option: Search for and select the pricing option you want to offer through the Quick Button.

      Create_quick_button_page.png

  4. Click Create to finalize your Quick Button.


Next Steps

Now that your Quick Button is created, proceed to Create Your Quick Button Layout to organize and display the button on the dashboard.

Was this article helpful?
0 out of 0 found this helpful