Sales Keys provide a huge range of powerful customisations to the Sell Screen. With Sales Keys, you can add Products to the sale, discount Products, add notes, return items and more.
Customising Your Sales Keys
To view a list of your current Sales Key Folders navigate to Sales Keys via Menu > Setup > Sales Keys.
From this point, you can now edit your existing Sales Key Folders or create new ones.
After pressing Edit or Add New you'll be presented with the Sales Key modification page, from this page you can resize your keys, add new keys and delete keys.
For a guide on how to create and link sales keys to a new page, follow the link below:
How to Create and Link Sales Key to a New Page
Sales Key Fields
| Field | Description |
|---|---|
| Key Action | The action this key will perform when selected (more details below) |
| Disable Key | Whether the key is disabled for use |
| Prevent Disable | This prevents the key from being automatically disabled due to context |
| Prevent Hover | When enabled no hover options are available |
| Prevent Hover Animation | When enabled hover animations are not available |
| Border Colour | The colour of the key border |
| Normal Background Colour | The colour to use in the background of the key |
| Normal Text | The text that appears when no image is present |
| Normal Text Colour | The normal colour of the text |
| Normal Image | The image that will be displayed on this key |
| Hover Background Colour | The background colour that will appear when hovered |
| Hover Text | The text that will appear when hovered (text is not visible when images are present) |
| Hover Text Colour | The colour the text becomes when the key hovers over |
| Constrain Width | Whether the image should be constrained to the width of the key |
| Constrain Height | Whether the image should be constrained to the height of the key |
| Fill Key With Image | Whether an image that is too small should be increased in size to fill the image |
Sales Key Actions
Note: This does not contain all options, just the first one of the set
| Actions | Description |
|---|---|
| Add Customer to the Sale | Adds a customer to the current sale |
| Add Quantity to the Current Product | Increases item quantity |
| Add a Component to the currently selected Package | Allows you to specify one component per key to quickly add them to a selected package |
| Add a gift card | Adds a gift card to the current sale |
| Add a Note | Adds a note to the sale |
| Add a Product | Adds a specified single product to the sell screen |
| Add a Product using Case Quantity | Adds a case of a specified product to the sell screen |
| Add an Order Reference to the Current Sale | Adds an order reference to the current sale on screen |
|
Apply Predefined Discount |
Enables a discount type and discount amount to be pre-set |
|
Cancel the current sale |
Clears the current sale |
|
Change Price Set |
Changes the current Price Set |
|
Create a customer |
Quickly create a customer from the register |
| Discount Product | Discounts the currently selected item |
| Discount Sale | Discounts the current sale |
| Display Product Details | Opens the Product Details screen for the currently selected product |
| Display a list of components to add | Shows a list of all components to add from the current package |
| Display a list of components to remove | Shows a list of all components to remove from the current package |
| Use Case Quantity | Makes the next product selected or scanned a case |
| Display all Products in Classification | Shows all products with the assigned classification allowing you to quickly add them to the sale |
| Display all products with a Classification and add Case | Shows all products with the assigned classification allowing you to quickly add a case to the sale |
| Enter a key into the Product Search Box | Adds a key into the search box, useful if you're creating your own keyboard out of Sales Keys |
| Flip the sale quantities | Flips the quantity for all of the products in the sale |
| Make Customer Payment | Opens customer payment page for the customer currently applied to the sale |
| No Action | An option for an empty key without actions |
| Open Cash Drawer | Open the cash drawer |
| Open sale key folder | Opens another "folder" of Sales Keys |
| Pay the exact amount | Pay the remaining balance on the sale using a Payment Method |
| Pay a specified amount | Pay the amount specified to the sale using a Payment Method |
| Remove a Component from the currently selected Package | Allows you to specify one component per key to quickly remove them from a selected package |
| Return a Product | Flips the quantity for the currently selected item |
| Return to the previous folder | Closes the current "folder" of Sales Keys and returns you to the previous "folder" |
| Search by Additional Information | This allows you to search for products through additional information |
| Search for a sale | Searches for a previously completed sale to return |
| Add quantity | Increments the currently selected product's quantity |
| Subtract Quantity from the Current Product | Decrements the currently selected product's quantity |
| Use Case Quantity | Applies the case quantity to a selected product |
| View Live Profit | Shows the current profit for the sale |
| View a Previous Date | Shows a dynamic date that previously occurred, useful for checking ID cards |
| View a list of customers | Shows a list of all customers in Shopfront |
| View the Current Promotions | Shows the current promotions dialog box displaying all current promotions and what products they apply to |
| View the current time | Shows the current time |
| Weigh Again | Checks the scales for the current weight |
Setting the Default Sales Keys
You can specify which Sales Keys are displayed by default for several different levels, each overriding the next in this order (top is the default):
- Vendor / Company
- Outlet
- Register
- User
To specify what set of key should be used, you'll need to change the General Settings.
- Open the Menu
- Select Setup
- Select General
- Change the tab to the level you wish to change
- Find the Sales Keys setting under the Miscellaneous section
- Set the setting to whichever key folder you wish to use
- Press Save
Adding A Customer To A Sales Key
It is possible to create a sales key that will add customers to sales. Please follow the below steps:
- Add a key and set it up following the above guides
- Apply the action 'Add Customer to the Sale'
- Search for the customer by typing into the text box and selecting the right name from the dropdown list
- Click Save to finalize
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