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How-to

Quick picks

Quick picks are frequently-used items that you preconfigure for one-click addition during order entry. Instead of searching for the same products every time, you set them up once with a default quantity and optional custom price, then add them to any order with a single click.

Overview​

Quick picks are managed from Order Entry > Quick Picks in the left navigation menu. During order entry, you access them from the Quick Picks button in the items section header on the create order screen.

Quick picks management page

Adding a quick pick​

  1. Navigate to Order Entry > Quick Picks.
  2. Select Add Item.
  3. Search for the item by item ID or description in the search modal.
  4. Set the quantity for this quick pick.
  5. Optionally set a custom price to override the standard item price.
  6. Select Add.

The quick pick appears in the list with its item ID, quantity, and price. UltraCart prevents duplicate entries — if an item with the same ID, quantity, and price already exists, it won't be added again.

Using quick picks during order entry​

  1. On the create order screen, select Quick Picks in the items section header.
  2. A modal displays your configured quick-pick items.
  3. Select an item to add it to the current order with the preconfigured quantity and price.

This is especially useful for agents who regularly create orders with a common set of products, such as starter kits, sample packs, or standard reorders.

Editing a quick pick​

  1. Navigate to Order Entry > Quick Picks.
  2. Select the edit icon (pencil) on the quick pick you want to change.
  3. Update the quantity and/or custom price.
  4. Save your changes.

Removing a quick pick​

Select the delete icon (trash) on any quick pick to remove it. The item is removed from the quick picks list immediately.

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