Quick
  • 12 Mar 2024
  • 1 Minute to read
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Quick

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Article summary

Creating a Quick is an important part of your business. With Connect, we've made it easier than ever! This article outlines the process.

  1. Search for a customer

  2. Click quick

  3. Choose the visit details such as adjustments, coupons, or comments

  4. Choose the destination. You can choose whether this item will be picked up at this store, at another store, delivery, whichever options your store has available will be listed here. ‘This Store’ is the default destination unless the customer is a delivery customer.

  5. Choose the department that the item falls within. The next items won’t populate until you choose a department.

  6. Choose the due date. You can choose to rush an order or choose a different date from the calendar option if the standard dates aren’t what your customer wants.

  7. Choose the number of items that will be included in this Quick.

  8. Confirm that the Quick looks correct and click Finish.

  9. Choose the type of receipt that your customer wants.


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