How to Manage Your Favorites in Retail Sales
Favorites are parts that your team sells frequently. Instead of searching or scanning them every time, the favored parts appear as quick-add buttons at the top of the Sale screen so your team can add them to a sale in one click.
Favorites are shared across your whole team. When you add or remove a favorite, that change applies to all team members at your location.
Adding a Favorite from the Sale Screen
Navigate to Retail Sales and make sure you are on the Sale tab.
Search for the part you want to favorite.
Click the star icon in the top right corner of the part in the search results.
Clear the search bar. The part will now appear as a quick-add button in the main panel, always visible without needing to search.
Adding a Favorite from the Part Detail Page
You can also manage favorites directly from your parts inventory.
Navigate to the Parts section and open the part you want to favorite.
Click Edit.
In the Part Information section, check the Retail Sales Favorite checkbox.
Save the part.
The part will now appear as a favorite in Retail Sales for all team members.
Removing a Favorite
There are two ways to remove a favorite:
From the Sale screen: Click the star icon on the favorited part in the quick-add section. The star will be deselected and the part will be removed from the favorites list.
From the Part Detail page: Open the part, click Edit, uncheck the Retail Sales Favorite checkbox, and save.
Either method removes the favorite for all team members at your location.