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Action Buttons

Where: Settings > Action Buttons
Who can use it: Sidebar permission: settings.update or manage settings.
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The Action Buttons page with a search box, a location filter and a grid of button cards.

An action button is a button that you design here. It has a name, an icon and a color, a place where it should appear (location and position), optional conditions, and a list of actions that run when somebody presses it. The actions are the same ones that Automation rules use.

Step by step: create a button

Section titled “Step by step: create a button”
  1. Open Settings > Action Buttons and click Create Button.
  2. Type the Button Name, for example Print Receipt. The Description is optional.
  3. Choose the Icon, the Color, the Location and the Position. The Preview shows how the button looks.
  4. Optionally add Conditions that decide when the button is visible.
  5. Add at least one action and fill in its fields.
  6. Optionally type a Keyboard Shortcut, for example Ctrl+P.
  7. Turn Require Confirmation on if the button should ask before it runs, and type the confirmation message.
  8. Keep Active on and click Create Button. The button stays disabled until a name and one action are set.
The create button window on the Action Buttons page
Create Button: the window that opens.

Step by step: copy, change or delete a button

Section titled “Step by step: copy, change or delete a button”
  1. Edit: click Edit on the card, change the fields and click Update Button.
  2. Copy: click the copy icon on the card.
  3. Delete: click the bin icon and confirm.

Every setting explained

Section titled “Every setting explained”
Setting What it does
Search box Filters the cards by name.
Location filter Shows only the buttons for one location.
Button Name Required. Up to 255 characters.
Description Optional.
Icon A list of icon names. Default: smart_button.
Color A color picker. Default: #6366f1.
Location POS Screen, POS Toolbar, POS Sidebar, Order Detail, Customer Detail, Product Detail, Dashboard, Inventory, Reports or Global (All Pages). Default: POS Screen.
Position Toolbar, Sidebar, Floating Button, Context Menu, Page Header or Page Footer. Default: Toolbar.
Preview A sample of the button with the icon, color and name.
Conditions Optional. Decide when the button is visible. The fields you can use are order.id, order.total, order.status, order.items_count, customer.id, customer.name, customer.loyalty_points, branch.id, user.id and user.role. Operators are the same as in Automation.
Actions At least one is required. Notification, email, SMS, loyalty points, discount, draft purchase order, entity update, webhook and activity log are available. See Automation for their fields.
Keyboard Shortcut Free text up to 20 characters. Shown on the card as Shortcut.
Active Switch. Default: on.
Require Confirmation Switch. Default: off. When on, a text box for the confirmation message appears (up to 500 characters).
Card badges Active or Inactive, the location, the position and the number of actions.
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