POS Quick Pick Products Setup

Product Quickpick Categories are used to organize frequently sold items into sets of buttons in the POS.  Each category has 12 keys available, and each product button can be color-coded based on size, type, varietal, or however you choose!  When a product button is selected while creating an order, the product and price will be added as a line item in the order.  Use the quantity pre-set keys to make order entry even faster.

To access Quickpick sets from the Admin Control Panel, go to:   Products > Quick Pick

Managing Quick Pick Sets

1

Name or edit the name of the default set.  Adding a number as the first character in the name of each set will order the categories in numerical order, in the POS.  Set Name examples:
-- 1. Tastings
-- 2. Current Releases
-- 3. Library Wines
-- 4. Wine Club Only

2

Click in the Product field to add or change a product.

3

Enter the text to be displayed in the ‘Alias’ field.  This is what displays on the button.  Make sure the Product selected matches your button description. 

4

Choose a color to display in the color field. Below is an example of several categories, and some of the colors available. 

Create a New Quick Pick Set

1

To access Quickpick sets from the Admin Control Panel, go to:   Products > Quick Pick

2

Scroll to the bottom of the screen and select to Create New Set

3

Name the Set. (Tastings, Whites, Reds, etc.)  Adding a number as the first character in the name of each set will order the categories in numerical order, in the POS.

4

Select up to 12 products, then create the alias – this is the text that appears on the button in the POS.  And, select a color.   (Note, do not complete slots 13 and 14.  These will not be displayed in the newer POS format.) 

5

Click Save at bottom of screen.

Testing your new QuickPicks

1

eCellar Admin Control Panel (ACP) > POS

2

Select each product to ensure the line item added matches the button alias

3

Continue to test each set of buttons

4

Click [New Sale] to cancel all products