6. Quick Tools and Keypad
Configure quick notes, keypad options, EBT, and Quick Sale buttons.
- How to create and manage Quick Notes
- How to configure keypad tax controls and EBT
- How to set up Quick Sale buttons and categories
How to create and manage Quick Notes
Quick Notes provide reusable words or short phrases that employees can select instead of typing the same information repeatedly.
Add a predefined word
- Open Settings > Register.
- Find Quick Note.
- Select Add.
- Enter the word or short phrase.
- Save it, then save Register settings.
Remove a Quick Note
- Find the word in the Quick Note list.
- Select the delete control beside it.
- Save Register settings.
Use short, recognizable wording so employees can make a fast selection without adding unnecessary text to customer records.
How to configure keypad tax controls and EBT
Supported register layouts provide keypad controls for tax choices and, for eligible configurations, EBT payment options.
Configure tax controls
- Open Settings > Register.
- Find Keypad Settings.
- Enable Hide All Tax when tax controls should not appear on the keypad.
- If tax controls remain visible, choose whether to hide the No Tax option.
- Configure the additional keypad button when available.
- Save the settings.
Configure EBT
- Find EBT Settings when this feature is available for your brand and account.
- Enable EBT.
- Choose whether the EBT button appears on the keypad.
- Save the settings.
Tax and EBT configuration can affect checkout compliance and payment handling. Confirm the business requirements before changing these controls.
How to set up Quick Sale buttons and categories
Quick Sale places frequently used products, services, or categories within easy reach of the register.
Enable Quick Sale
- Open Settings > Register.
- Find Quick Sale Settings.
- Enable Quick Sale.
- Select Add Button to configure an individual shortcut.
- If inventory categories are available, add a category to Quick Sale when appropriate.
- Arrange and review the shortcuts.
- Save the Register settings.
Good Quick Sale design
- Prioritize the products and services employees use most often.
- Use clear names that fit comfortably on a button.
- Avoid creating several buttons with nearly identical meanings.
- Review shortcuts whenever prices, products, or services change.