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[LSX] How to Setup Quick Keys (Desktop)

Updated

In this article, learn how to create, add, remove, edit, and configure quick keys, the sell screen tiles that make checkout faster and easier.

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.

This article is separated into nine sections listed below.

Creating a Quick Key Layout (Desktop)

  1. Navigate to "Sell" and then "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".

Adding Quick Keys (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 Key Folder (Desktop)

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.

  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.

Removing a Quick Key or Folder (Desktop)

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

Remove a quick key

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

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

Editing a Quick Key Layout (Desktop)

To edit an existing quick key layout, navigate to "Sell" and then "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.

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

Duplicating a Quick Key Layout (Desktop)

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

Navigate to "Sell" and then "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.

Deleting a Quick Key Layout (Desktop)

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

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

Assigning a Quick Key Layout to a Register (Desktop)

You can assign unique layouts to individual registers. To assign a layout to a register, navigate to "Sell" then "Settings", and then 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.

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" and then "Settings" and toggle the "Enable Quick Keys for this register" button off.  To enable it again, click the toggle to turn it back on.

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