How to create a Shortcut

This document will show you how to create a Shortcut

How to create a new Shortcut

• Backoffice --> POS
• Right Click on the category you'd like to add the shortcut to
  • Shortcuts can ONLY go in categories 
• Then click "Add New Shortcut"

HereGive isyour whatshortcut thea Shortcut editor looks like:name:

• Icon: The shortcut will appear like any other item on the screen, so you can give it an icon
• Name: This name will only appear on the terminal and handheld.
  • It will not appear on reports or receipts
• Description: You can optionally enter a description to better describe it for future references
  
• Thethe Optional Settings Section on the right hand side is all optional andsection will apply to the whole Shortcutshortcut and not the individual actions

 

Add Actions

• TheName ACTIONSeach section is whereaction you willadd so that you can identify the action and that its in the right order
• You can add allcontext yourfilters to the individual actions for this shortcut to perform (details onin this section below)
• InUse the Availability"Action section,Type" checkdropdown to select which locationsaction you'd like thisto shortcutperform
available
• After atyou select the action type there will be a "help" section on the right to describe what the action will do and which devices support it
• Some of the actions will have additional steps (See below)

 

 

Action #1: Ring in a menu item

• This action will ring in the selected menu item
• Use the "Item" dropdown to select which item you want rang in
  • It will follow all the settings and prompts on that specific item

 

 

Action #2: Duplicate Item

• On the terminal it will duplicate the selected item(s), or the last entered item
• On the handheld it will ONLY duplicate the last entered item

 

 

Action #3: Apply a Discount - Questions

• On the terminal it will Apply the discount to the selected item(s), or the last entered item, or the 
• On the handheld it will ONLY duplicate the last entered item
• Use the "Discount" dropdown to select which discount you'd like to apply to the item/seat
• The discount will follow all the rules and settings applied when building the discount

 

 

Action #4: Price Adjust Item

• On the terminal it will adjust the price on the selected item(s), or the last entered item
• On the handheld it will ONLY price adjust the last entered item, that is still unsent (Green)
• You will need to set if you're changing the price to a specific amount or a percentage of the original price
• Optionally you can select an "Item Filter" so that the price adjust only applies to the items you'd like it to apply to

 

 

Action #5: Payment: Apply Tender

• This action is only supported on the terminal
• This shortcut is best used on the speedrail instead of in an item category
• Use the "Tender" dropdown to select the tender type that you'd like to apply
• Use the "Payment Action" dropdown to select how they'd like the payment to be applied
  • Default Prompt - is the prompt that would normally appear if you were using this tender on the payment screen. Note that it will only apply to the seat selected at the top
  • Custom Amount - Will prompt a keypad to type in a custom amount. Note that it will only apply to the seat selected at the top
  • Selected Seat - Will automatically apply the tender to the seat selected at the top without any prompts
  • Entire Order - Will automatically apply the tender to the entire order without any prompts

 

 

Action #6: Payment: Start Credit Card Tab

• This action is only supported on the terminal
  
• This shortcut is best used on the speedrail instead of in an item category
• This action will automatically light up the Pax reader attached to the terminal 

 

 

Action #7: Payment: Finalize Credit Card Tab

• This action is only supported on the terminal
• This shortcut is best used on the speedrail instead of in an item category
  
• The use the "Payment Action" dropdown to select how they'd like the payment to be applied
  • Default Prompt - is the prompt that would normally appear if you were using this prompt on the payment screen. Note that it will only apply to the seat selected at the top
  • Custom Amount - Will prompt a keypad to type in a custom amount. Note that it will only apply to the seat selected at the top
  • Selected Seat - Will automatically apply the Credit Card tab to the seat selected at the top without any prompts
  • Entire Order - Will automatically apply the Credit Card tab to the entire order without any prompts

 

 

Examples

Use the Links below to see example Shortcuts set up

1. 2 for 1 or BOGO - Buy one beer get a second for free
2. Double up for a Buck - Buy one drink and get the second one for $1
3. Food Special - Buy two pizzas and get a free cheese bread