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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 typeProduct or Service.
  6. Click Save.

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. Click the desired group.
  3. Adjust the name or type.
  4. Click Save.

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