How to create a Shortcut

This document will show you how to create a Shortcut

A shortcut is a set of actions that can occur with 1 button click

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"

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
the Optional Settings section will apply to the whole shortcut and not the individual actions

Name each action you add so that you can identify the action and that its in the right order
You can add context filters to the individual actions in this section
Use the "Action Type" dropdown to select which action you'd like to perform
After you 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)

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

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

On the terminal it will apply item level discounts to the selected item(s), or the last entered unsent item,
- It will apply check level discounts to the selected seat
On the handheld it will ONLY apply item level discounts. It will not apply a check level discount
- It will only apply the discount to an unsent item that is still green. It will not add it to a previously sent 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

On the terminal it will adjust the price on the selected item(s), or the last entered unsent 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

This action is only supported on the terminal
This action is most often used directly on the speed rail instead of in a shortcut
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 this will only apply to the seat selected at the top
- Custom Amount - Will prompt a keypad to type in a custom amount. Note this 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

This action is only supported on the terminal
This action is most often used directly on the speed rail instead of in a shortcut
This action will automatically light up the payment device attached to the terminal

This action is only supported on the terminal
This action is most often used directly on the speed rail instead of in a shortcut
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 tender on the payment screen. Note this will only apply to the seat selected at the top
- Custom Amount - Will prompt a keypad to type in a custom amount. Note this 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

Use the Links below to see example Shortcuts set up