How to Use Quick Add at the Point of Sale
This article walks you through the Quick Add process step by step.
Prerequisites
- Quick Add must be enabled in your Machine Settings
- You must have the Quick Add Items permission
Step-by-Step: Quick Add at the POS
Step 1: Search for the item normally
- Scan the item's barcode or type the item name/SKU in the search box
- Press Enter or click Search
Step 2: Quick Add dialog appears
- Instead of seeing "No Items Found", the Quick Add Item dialog opens
- You'll see the message: "Item not found. Fill in the details below to add it and continue the sale."
- The barcode/search text you scanned is pre-filled in the UPC/Barcode field
Step 3: Enter the item details
- Item Name (required) — Type the product name (e.g., "Organic Green Tea 16oz")
- Price (required) — Enter the selling price (e.g., "4.99")
- Cost (optional) — Enter your cost for the item (e.g., "2.50"). Leave at 0.00 if unknown.
- UPC / Barcode (optional) — The scanned barcode is already filled in. Modify if needed, or clear it.
- Category (optional) — Select a category from the dropdown (e.g., "Beverages"). This helps organize the item in inventory.
Step 4: Choose your action
You have three buttons to choose from:
| Button | What It Does |
|---|---|
| Add Item | Creates the item and adds it to the current sale immediately. Use this for quick additions where basic details are sufficient. |
| Enter Item Details | Creates the item, adds it to the sale, and then opens the full Inventory Item editor so you can fill in complete details (description, supplier, images, reorder point, etc.). Use this when you want to set up the item properly right away. |
| Search Again | Closes the dialog without creating anything and returns you to the search box. Use this if you think you may have misspelled something or want to try a different search. |
Step 5: Continue the sale
- After clicking Add Item or Enter Item Details, the new item appears in the POS grid with quantity 1
- The sale continues normally — add more items, process payment, etc.
Example: Quick Adding a Product
Scenario: A customer brings a new brand of hand soap that hasn't been entered yet.
- Scan the barcode → "No Items Found" → Quick Add dialog opens
- Item Name: "Lavender Hand Soap 12oz"
- Price: "6.99"
- Cost: "3.25"
- UPC/Barcode: Already filled from the scan
- Category: Select "Health & Beauty"
- Click Add Item
- The soap appears in the POS grid at $6.99
- Process payment as normal
- Your manager receives a notification to review and complete the item details
What If I Make a Mistake?
If you entered incorrect details:
- Wrong price? Click the Price cell in the POS grid to change it for this sale. Later, update the item in Inventory.
- Wrong name? Complete the sale, then go to the Inventory module to edit the item name.
- Shouldn't have added it? Click the X button to remove it from the sale. The item still exists in inventory and can be edited or disabled later.
Validation Rules
- Item Name cannot be empty (a red error appears if you try)
- Price must be a positive number (greater than $0.00)
- If validation fails, the dialog stays open so you can correct the issue