The image-based sales interface helps speed up the selling process by displaying products in an organized way based on categories. You can arrange products in the order that works best for your business. This article explains the steps in detail.
Manage and Arrange Products on the Sales Screen
Access Sales Screen Details
Go to Sales & Customers > Sales Settings > Selling Screen.
Select the sales page you want.
The sales screen details will appear.
Hide Categories and Products from the Sales Screen
Hide a Category
Tap the 👁️ icon next to the category name.
Click Save.
Hide a Specific Product
Tap the category you want.
All products under the category will appear.
Tap the (−) icon to hide the product from the sales screen.
Click Save.
Show Hidden Products on the Sales Screen
Show an Entire Category
Tap the 👁️ icon next to the category name.
Click Save.
Show a Specific Product
Tap the category you want.
Click Hidden.
Tap the (+) icon to show the product on the sales screen.
Click Save.
Arrange Categories and Products on the Sales Screen
Arrange Categories
Press and hold the dotted handle (⋮⋮) and drag the category to the desired position.
Click Save.
Arrange Products
Tap the category you want.
Tap the three dots (⋮) next to the product name.
Select Move to top of the list to move the product up.
Or press and hold the dotted handle (⋮⋮) and drag the product to the desired position.Click Save.
Update Categories and Products on the Sales Screen
Enable Automatic Updates
From the sales page details, enable Automatically display newly added products and categories.
Categories and products will update automatically on the sales screen when added to inventory.
Manual Update
From the sales page details, disable Automatically display newly added products and categories.
When adding a new category or product in inventory, go back to the sales page details and add it manually.
Add Products to the Quick Access List
From the Categories List
Tap Quick Menu.
Tap +Quick Menu.
Select the products you want.
Click Save.
From the Products List
Tap the category you want.
Tap the three dots (⋮) next to the product name.
Select Add to Quick Menu List.
Click Save.
Assign a Sales Screen to a Sales Register
Go to Sales & Customers > Points of Sale.
Make sure the required register is closed.
Click Settings.
Click Sales Interfaces.
Select the required sales interface.
Click Save.
Change the Sales Interface for the Classic Sales Screen
Go to Sales & Customers > Points of Sale.
Click Settings for the required register.
Click Sell Layout and select the appropriate interface.
Click Save Changes.
FAQs
What are unclassified products?
These are products that don’t have categories assigned in the Products section. You can go back to inventory and assign categories to them.
Can I arrange categories differently for each sales register?
Yes. Add a new sales interface, arrange the categories, assign it to the sales register, then click Save.
Can I arrange subcategories on the sales screen?
Yes. Select the main category to display its subcategories, then arrange and manage them using the same steps explained in this article.