Customize Your POS With Quick Action Buttons and Manual Items

Table of Contents

1. What are Quick Action buttons?
2. What are Manual Items?
3. Request a New Quick Action Button

What are Quick Action buttons?

Quick Action buttons are shortcuts on your Point of Sale (POS) screen. They are designed to streamline your checkout flow. Each button is customized to your store’s setup and can be applied per POS lane.

Typical Quick Action buttons include:

• Manual Menu: Access the menu for non-barcoded or variable price items.

• Bag Fee: Quickly add state or local bag fees.

• Discounts: Apply specific markdown percentages or dollar amounts.

• Membership Sign In: Trigger to enter in the customer loyalty number.

• Bottle Deposit Refund: Process bottle deposit refund.

• Refund Item: Initiate an item refund. 

Troubleshooting: Missing Quick Action Buttons

If a Quick Action button suddenly disappears from your POS screen, it is usually because the product linked to that button has been deactivated.

How to investigate:

1. Identify the product that was linked to the missing button.

2. Log in to the Back Office.

3. Search for the product in your Product Catalog.

4. Check the status of the product. If it is set to Inactive, the button will automatically remove itself from the POS.

5. Set the product to Active to restore the button.
   
   

What are Manual Items?

Manual Items are generic "catch-all" products used to ring up items that do not have a barcode or cannot be scanned.

Purpose for Cashiers: Beyond handling "product not found" scan errors, Manual Items should be used in rare cases for items that do not exist in the store's Product Catalog.

Setup Strategy: Stores are encouraged to use Manual Items sparingly to maintain data accuracy. When you ring up a generic manual item, it generally does not link to a specific product ID in reporting. However, there are two common ways to set this up depending on your reporting needs:

1. Simple Setup (Recommended for speed): Most stores operate efficiently with just three general manual items:

   • "Per Pound" (For variable weight items)

   • "Each" (For non-taxable single items)

   • "Each Taxable" (For taxable single items)

2. Department-Based Setup (Recommended for data):

   • Some stores create specific manual items for each major department (e.g., "Manual Grocery," "Manual Frozen," "Manual Deli").

   • Why do this? This provides more granular data in your reports. Even if you don't know exactly which product was sold, you will still know which department generated the revenue, helping you track sales performance more accurately.

How to Enable a Manual Item

You can enable a product to appear as a Manual Item directly from the Back Office.

1. Open the Product Detail Page for the item you want to update.

2. Scroll down to the Product Attributes section.

3. Look under the Unused Attributes list.

4. Select Manual Item.
   
   

Timing: The item should be added to your POS in 5 minutes or less.

Request a New Quick Action Button

If you’d like to add or change a Quick Action button (the main tile on the home screen), send a request to Vori Support with the following details: