Manage quick selection groups Praxis Desk Kasse

Quick selection groups bundle frequently used products and services so you can find them faster during invoicing.

Create a group

1. Open the Products & Services section.
2. Click the menu in the top right and select Quick selection groups.
3. Click Create product group.
4. Enter a name for the group.
5. Choose the type — Product or Service.
6. Optionally enable the Sort alphabetically toggle.
7. Click Create product group.

Assign products to a group

1. Open the desired product for editing.
2. Switch to the Settings tab.
3. Select one or more groups in the Quick selection groups field.
4. Click Save.

TIP

A product can be assigned to multiple groups at the same time.

Edit a group

1. Open the Quick selection groups page.
2. Open the row menu for the desired group and select Edit.
3. Adjust the name, type, or sort order.
4. Click Save.