Quick keys are tiles displayed on your sell screen used to quickly add products to a sale. This feature keeps your most commonly sold items easily accessible on the sell screen for smoother checkouts and less time searching for products.

You can set up and manage quick keys on computer or iPad and because quick keys sync between devices, you can use the same layouts at any register or outlet.

Creating a quick key layout

• Creating a quick key layout on desktop

  1. Navigate to Sell > Settings.
  2. In the Quick Keys section, click Add Layout.
  3. Enter a name for the layout.
  4. Enable or disable the toggle to leave the selected folder open after selecting a quick key.
  5. Click Done.

• Creating a quick key layout on iPad

  1. From the main menu, navigate to Settings > Quick Keys.
  2. Tap New layout.
  3. Enter a name for the layout and tap Create.

Adding quick keys

• Adding quick keys on desktop

  1. Click the layout you wish to add products to.
  2. In the Add Products section, search for the item by name or scan the barcode to add it to the grid. You can rearrange the tiles by clicking and dragging to new locations within the grid. 
  3. If adding a product with variants, choose the parent or an individual variant. If the parent is selected as the quick key, the variant selector will show when interacting with that quick key on the sales screen.
  4. Click on the quick key to edit the label, color, and to choose to show a product image.
  5. Click Save.

• Adding quick keys on iPad

  1. Tap the edit arrow under the layout you wish to add quick keys to.
  2. Tap Edit Quick Keys.
  3. Search for a product to add to the grid. You can rearrange tiles by tapping and dragging them to new locations on the grid.
  4. If adding a product with variants, tap the product name to choose the parent or tap Select variant to choose an individual variant. If the parent is selected as the quick key, the variant selector will show when interacting with that quick key on the sales screen.
  5. Tap on a quick key to edit the label, color, and choose to show a product image.

Adding quick key folders

To group product quick keys together and keep your quick keys layout more organized, you can create quick key folders.

You can only create one level of quick key folders. Retail POS does not support sub-folders.

• Adding quick key folders on desktop

  1. On the layout grid, click and drag one product quick key onto another. This will create the new folder.
  2. Click on the folder tile to expand the folder details.
  3. Click the pencil icon to edit the folder label and color.
  4. Edit details and click Save.
  5. Add additional product quick keys to add to the folder by searching or scanning the barcode. 
  6. Arrange the order of the tiles within the folder by dragging and dropping them to other locations within the folder grid. 
  7. Click the X icon to close the folder and return to the main grid.

• Adding quick key folders on iPad

  1. On the layout grid,tap and drag one product quick key onto another. This will create the new folder.
  2. Tap the folder tile to expand the folder details.
  3. Tap the pencil icon to edit the group name and color.
  4. Add additional product quick keys to add to the folder by searching for products.
  5. Arrange the order of the tiles within the folder by tapping and dragging them to other locations within the folder grid. 
  6. Click the X icon to close the folder and return to the main grid.

Removing a quick key or folder

Deleting a folder will also delete all the quick keys in that folder.

• Remove a quick key on desktop

  Click the quick key to open the details and click Delete Quick Key.

  To remove a product quick key from a folder, you must delete the quick key and recreate the quick key in the main layout.

  Remove a folder on desktop

  1. Click the folder you wish to remove.
  2. Click the pencil icon to open the details.
  3. Click Delete Folder.

• Removing a folder or quick key on iPad

  To remove a quick key or folder, tap and drag the tile to the trash icon.

  To remove a product quick key from a folder, you must delete the quick key and recreate the quick key in the main layout.

Editing a quick key layout

• Editing a quick key layout on desktop

  To edit an existing quick key layout, navigate to Sell > Settings and click the pencil icon beside the layout. Here you can change the label for the layout, add, remove, move, or edit products, and change the quick key behavior.

  Layouts can be edited while they are assigned to a register and will update in real time.

• Editing a quick key layout on desktop

  To edit an existing quick key layout:

  1. From the main menu, navigate to Settings > Quick Keys.
  2. Tap the Edit arrow. 
  3. Tap Edit Quick Keys. You can then add or remove product quick keys, add or remove folders, and rearrange the layout as needed.

  To change the quick key behavior in a layout, tap Options and enable or disable the toggle to choose to leave the selected folder open after selecting a quick key.

  Layouts can be edited while they are assigned to a register and will update in real time.

Duplicating a quick key layout

To create multiple but similar layouts more efficiently, you can duplicate an existing layout.

• Duplicating a quick key layout on desktop

  Navigate to Sell > Settings and click the duplicate icon beside the layout you wish to duplicate.

  The layout copy will be added to the bottom of the layout list and can be fully edited to suit your needs.

  It may take up to five minutes for all the layout contents to completely sync to the copy.

• Duplicating a quick key layout on iPad

  To duplicate a quick key layout, navigate to Settings > Quick Keys and tap Edit under the layout you wish to duplicate. Tap Duplicate.

  The layout copy will be added to the end of the layout list and can be fully edited to suit your needs.

  It may take up to five minutes for all the layout contents to completely sync to the copy.

Deleting a quick key layout

• Deleting a quick key layout on desktop

  To delete a quick key layout, navigate to Sell > Settings and click the trash icon beside the layout you wish to delete.

  Layouts cannot be deleted while they are assigned to a register.

• Deleting a quick key layout on iPad

  To delete a quick key layout, navigate to Settings > Quick Keys and tap Edit under the layout you wish to delete. Tap Delete.

  Layouts cannot be deleted while they are assigned to a register.

Assigning a quick key layout to a register

• Assigning a quick key layout to a register on desktop

  You can assign unique layouts to individual registers. To assign a layout to a register, navigate to Sell > Settings and click Set as Current Layout beside the layout you wish to set.

  To assign a layout to a different register, switch registers by clicking Switch under your location name, switch to a different register, and follow the above workflow.

• Assigning a quick key layout to a register on iPad

  You can assign unique layouts to individual registers. To assign a layout to an iPad, navigate to Settings > Quick Keys and tap Use this layout on the layout you wish to use.

Enabling and disabling quick key functionality

Enabling or disabling quick key functionality can only be done on computer. Quick key functionality cannot be disabled on iPad registers.

Quick key functionality is enabled by default in Retail POS but can be disabled at any time without losing your saved layouts. To disable quick keys for a specific desktop register, navigate to Sell > Settings and toggle the Enable Quick Keys for this register button off. To enable it again, click the toggle to turn it back on.