All Collections
Point of Sale
Collections and folders
Collections and folders

A better way to organise your POS

Rich Mucha avatar
Written by Rich Mucha
Updated over a week ago

Collections

Creating a new collection

You can create as many collections as you like/need.

Option 1 (video above)

  1. Pick up a product in your grid. (in order to select multiple products, as shown in the video, you must tap and hold on a product and with another finger tap on the other products you also want to select).

  2. Drag to an empty collection

  3. Drop at the top of the collection

  4. Name the collection

  5. Save

Option 2

  1. Tap on Add in the collection header

  2. Name the collection

  3. Save


Editing a collection name

Changing the name of a collection

  1. Tap on the three dots next to the collection name

  2. Select Edit collection name

  3. Rename

  4. Save


Rearranging collections

Editing the order of your collections in the header, ensuring your workflow is at the right speed.

  1. Tap on the three dots next to the collection name

  2. Select Arrange collections

  3. Drag collections to the desired order

  4. Save


Adding an existing product

  1. Tap on the three dots next to the collection name

  2. Select Add product to collection

  3. Select product


Deleting a product from a collection

  1. Scroll to the product

  2. Tap and hold product

  3. Tap Delete from collection

  4. Accept alert

Folders

Inside your collections, you can also create folders to organise your products even further, here are some guides.

Creating a folder

  1. Pick up a product in your grid

  2. Drag to another product

  3. When the other product is highlighted

  4. Drop the product

  5. Enter the name of your folder

  6. Save


Editing a folder name

  1. Select folder

  2. Tap on Other options

  3. Tap on the Edit folder name

  4. Edit your folder name

  5. Save


Deleting a folder

  1. Select folder

  2. Tap on Other options

  3. Tap on the Delete folder

  4. Accept deletion


Deleting a product from a folder

  1. Tap on folder

  2. Scroll to the product

  3. Tap and hold product

  4. Tap Delete from folder

  5. Accept alert

Products

We have made some changes to the flow after adding a new product. You will be asked to add it to existing collections/folders.

Adding a new product

  1. Create your product

  2. Save

  3. Select collections and/or folders that you want the product to be visible in

  4. Continue

Your product will now be visible in the selected collections/folders

Did this answer your question?