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Creating custom menus

Custom menus give you flexible ways to add non-inventoried items to a sale. For example, in a bike shop, you can create a custom menu for your workorder screen that lists common labor items. You create a button called Service that has two menu options: Basic tuneup and Advanced tuneup.

Creating custom menus

  1. From the main menu, click Settings > Custom Menus.
  2. Click Register: Sale Tab.
  3. To create a new submenu, under Add New Button, in the Title field enter a title for the submenu, like "Service".
  4. From the Type menu, choose Submenu and choose a color.
  5. You can optionally add a Sort order for which position you want the button to appear in.
  6. Click + Add Button to Menu.

The new button appears in the Menu Preview at the bottom of the page.

Adding submenus

  1. From the Submenu list, choose New Submenu and give it a name, like "Basic Tuneup".
  2. Click the edit pencil icon under the Submenu.
  3. To add a new button to the submenu, under Add New Button, in the Title field, enter a name for the button, like "Advanced Tuneup".
  4. From the Type menu, choose Add Item(s) and click +Add Button to Menu.

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