Create Quick Actions in Back Office

Quick Actions — also called Hot Keys — are the shortcut buttons on your POS home screen. From the Back Office, you can create individual actions, group them into a Lane Template, and assign that template to any lane in your store. This is also where you control the button order that cashiers see on the register screen.

POS home screen with the Quick Actions grid outlined, showing buttons like TAQUERÍA, Taxable Grocery, Member Sign In, Refund Item, Manual Item, ICE BIG BAG, DELI, and Discounts

For a deeper look at how Quick Actions work on the POS — including manual items, nested department menus, and how to troubleshoot missing buttons — see Customize Your POS With Quick Action Buttons and Manual Items.

Open POS Quick Actions

In the Back Office left navigation, expand Point of Sale and select POS Quick Actions. You’ll land on the Actions tab, which lists every action currently in your store. Use the Templates tab to manage saved layouts, and the Lanes tab to see what template is assigned where.

Create a new action

New Quick Action dialog with the Type dropdown set to Item and the Product field set to Paper Bag, with the Create button highlighted

Select + New Action.
Open the Type dropdown and choose what this action should do. Options include:

Type	Description	Example and use case
Item	Sell a specific product.	Ring up a high-volume item with one tap (e.g., Bag Fee, 24 PK Water).
Bottle deposit	Apply a bottle deposit to the current item.	Add a deposit on the fly when it isn’t configured on the item in Back Office (e.g., $0.05 CRV).
Refund item	Refund the current item.	Refund an item when the shopper doesn’t have a receipt (e.g., a damaged $5.99 bakery item).
Bottle refund	Process a bottle deposit return.	Process a bottle return with one tap (e.g., refund a $2.00 glass milk bottle deposit). See Issuing a bottle refund using the quick action.
Discount	Apply a fixed discount.	Apply a preset discount without opening the discount menu (e.g., 10% First Responder Discount).
Discount menu	Open the discount picker.	Browse and apply any custom or manual discount from one menu (e.g., Senior 5%, Employee 10%).
Department menu	Open a department-specific menu.	Ring up items from a specific department, including its sub-departments (e.g., a Coffee Bar department with nested sub-departments). See Set up your Quick Food Service departments.
Loyalty menu	Open the loyalty flow.	Member sign-in. Sign in Loyalty members and view their rewards at the register.
Manual item menu	Open the manual item entry screen.	Ring up catch-all items that don’t have a barcode or can’t be scanned (e.g., Open Produce, Open Deli).
Variable weight menu	Open the weighed-item entry screen.	Give cashiers a fast way to select a tare weight for bulk items (e.g., a Tare (containers) menu).

Fill in any required fields for the type you selected. For an Item action, search for and select the product.
Select Create.

Build a lane template

A Lane Template is a saved layout of Quick Actions you can apply to one or more lanes — for example, a Default grocery layout or a Coffee Bar layout.

Lane Template editor for a template named Default, showing four ordered actions — Produce LB, Discount menu, Grocery, and Quick Food Service — with empty slots below and a Save button

Select the Templates tab, then + New Template.
Enter a Template Name (for example, Default or Coffee Bar).
Select the Quick Actions you want to include.
Drag each button into the order you want it to appear at the POS.
- To remove a button, tap the X on it.
Tap Save.

Assign a template to a lane

Lanes tab showing each lane and its Quick action template, with the dropdown open on Lane 1 listing Unassigned, Coffee Bar, Default, and Default 2

Select the Lanes tab.
Open the lane you want to update.
Under Quick Action template, select the Lane Template you built in the previous tab.
The lane auto-saves. A confirmation appears in the bottom-right corner.

Additional notes

Each template can hold up to 16 Quick Actions.
For new stores, you can assign a Lane Template up to 3 days before install.

​Open POS Quick Actions

​Create a new action

​Build a lane template

​Assign a template to a lane

​Additional notes

Open POS Quick Actions

Create a new action

Build a lane template

Assign a template to a lane

Additional notes