“Use This” button for quick-actions #

The Use This button is a quick-action feature that allows you to instantly move from browsing records to taking action. With a single click, you can send an item or customer directly to the checkout screen to start a new sale or start a new estimate. No extra navigation required.

You’ll find this button conveniently located in the lower right-hand corner of both:

• Item records
• Customer profiles

What It Does #

• Opens the checkout screen with the selected item or customer ready to go
• Allows you to start a new estimate using the selected record

Key Benefits #

Faster Transactions: Skip multiple steps and jump straight into checkout or estimate creation.

Improved Workflow Efficiency: Move seamlessly from reviewing data to taking action without switching screens.

Reduced Errors: Automatically carries over the selected item or customer, minimizing manual entry.

Better Customer Experience: Spend less time navigating and more time completing sales or building estimates.

How to Use #

1. Open an item record or customer profile
2. Locate the Use This button in the lower right-hand corner
3. Click the button
4. Choose your next action:
   1. New Sale, proceed to checkout, or
   2. Start a new Estimate

This feature is designed to keep your workflow moving, turning insights into action in just one click.

Related articles #

• using the action button 
• action button panel
• pricing for register
• quick pick feature
• checkout area