Quick Pick Item

List Items on Documents: Overview

Quick Pick allows you to group items in inventory and then quickly add items from these groups to be purchased with fewer mouse clicks. Quick Pick works especially well for frequently sold items or services that you do not tag.

One example: In a sports shop, you keep a barrel of ice-cold sports drinks in several flavors near the checkout counter. The icy wet conditions make tagging impractical. So, you complete the following steps to make them Quick Pick items.

Note: These procedures illustrate using Quick Pick for sales. They can also be set up and used when receiving items from your vendors.

Define Quick Pick Groups

1. On the Make a Sale page, click Quick Pick Items from the left sidebar.

2. Click Add Group.

3. Type the name of the new Group on the new icon that displays.

4. Right-click on any Group icon to change the Group color, rename the Group, or remove the Group from Quick Pick.

There is no limit to how many Quick Pick groups you can add; add one group for each collection of related items you wish to add as Quick Pick items.

Add Items to Quick Pick Groups

1. On the Make a Sale page, click Quick Pick Items from the left sidebar.

2. Click on the Group to which you want to add items.

3. Click Add Item.

4. In the Select an Item box, type, search, and select the item you wish to place into this Group. Once selected, the item information will display within the Group. An item can be assigned to only one Quick Pick Group at a time.

5. Repeat steps 3 and 4 to add more items to the same Group.

6. To select another Group, click Groups.

For Quick Pick to work effectively, try to keep the number of items to 12 or less (so they can all be displayed on a single Quick Pick page from a receipt).

Remove Items from Quick Pick Groups

1. On the Make a Sale page, click Quick Pick Items from the left sidebar.

2. Click on the Group with the item you wish to remove.

3. Double-click on the item you want to remove and select Remove Item from Quick Pick.

The removed item was only removed from the Quick Pick Group. It still remains in the Item List.

Sell the Item

1. On the sales receipt, click Quick Pick Item from the left sidebar.

2. From the Quick Pick Item dialog, click the desired Group. If more than 12 groups exist, previous and next page buttons are added to this dialog.

3. Click the specific item to add it to the receipt.

Note:

- You can use the Quick Pick Item List report (In Items > Current Inventory category) to view or print a list of all your Quick Pick groups and items.

Related Topics

Make a sale

Receive items

Run a report