Creating Product Folders for the POS

Use POS product folders to create quick-access buttons for products that staff sell often. Folders appear on the Products screen inside Point of Sale.

Folders are useful for snacks, sleeves, event products, common sealed products, or any product staff should not need to search for every time.

• Create a new POS folder from a product search result.
• Add products to an existing folder.
• Use folder buttons to filter the POS product list.
• Remove products from folders or delete folders when they are no longer useful.

Before starting

1. Open Point of Sale.
2. Open a till if your POS workflow requires one.
3. Go to the Products area.
4. Decide which products should be grouped together.

Create or add to a folder

1. Search for the product you want to add.
2. Use the dropdown or arrow next to Add to Cart.
3. Select Add to folder.
4. Choose an existing folder or enter a new folder name.
5. Save the folder change.

Use folders

1. Go to the Products area in POS.
2. Click the folder button at the top of the product screen.
3. Review the products in that folder.
4. Add the needed product to the cart.

Review

• Product is missing: Search for the product directly and add it to the folder again.
• Folder is cluttered: Remove products that are no longer frequently used.
• Folder is obsolete: Delete the folder from the folder controls.