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[LSX] How to Setup Quick Keys (iPad)

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 X sections listed below.

Creating a Quick Key Layout (iPad)

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

Adding Quick Keys (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 (iPad)

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, 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 (iPad)

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

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 (iPad)

To edit an existing quick key layout:

  1. From the main menu, navigate to "Settings" and then "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 (iPad)

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

To duplicate a quick key layout, navigate to "Settings" and then "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 (iPad)

To delete a quick key layout, navigate to "Settings" and then "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 (iPad)

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