Manage Shopping Cart

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You can perform the following operations in the shopping cart:

Add Item to Shopping Cart

Remove Item from Shopping Cart

Change Quantity of Shopping Cart Item

Apply Discount to Shopping Cart Item

Add Notes to Shopping Cart Item

Change Unit Price for Item

Apply Order Discount

Add Order Notes

Select Order Type

Assign Customer to Order and Edit Their Info 

Add Item To Shopping Cart

Click on the category the item is in in the Product Catalog and then select the item. You can add as many items as you would like to a particular order. 

 

Remove Item From Shopping Cart

Click on the red X button to the right of the item that you would like to remove in the shopping cart.

Change Quantity of Shopping Cart Item

  1. Select the box with the "1" in it by the item listed (or another number if you have already changed the quantity). 
  2. On the Quantity Screen, define the quantity of the shopping cart item by tapping the number in the calculator and click 'Enter." The new quantity will now appear in the quantity box, along with the updated price appearing to the right of the item as a result of the change in quantity.  

 

Apply Discount to Shopping Cart Item

  1. After selecting the item you would like to provide a discount for in the shopping cart, tap on the box with a tag icon that appears by the listed item. 
  2. On the 'Discount' page, you can either choose the discount by dollar amount or percentage by clicking on the green arrow that appears in the field bar. If by dollar amount, a $ sign will appear and if it is by percentage, a % sign will appear.
  3. Tap the amount you would like to apply for the discount in the calculator, depending on if its by dollar amount or percentage, and click 'Enter.'
  4. The discount will be applied to the item and will appear on the bottom of the screen. 

 

 

Add Notes To Shopping Cart Item

  1. Before you can add notes, you must make this option available in the Back Office. To do this, go to Store Settings in the left navigation menu. In the 'General tab, under ‘Item Notes,’ check off either ‘Mandatory’ or ‘Optional.’ 
  2. In POS, tap Synchronize in the left navigation menu to update the change for POS.
  3. After selecting an item to add to the order, tap on the blue 'Notes' link under the item name that appears in the shopping cart. 
  4. In the Notes field, type in whatever notes you would like to appear on the printed kitchen receipt for that item and click 'DONE.' 

 

 

Change Unit Price for Item

  1. Next to the item listed in the shopping cart, tap on the box where the item price appears. 
  2. On the 'Edit price" page, clear the current price and type in what you would like the new adjusted price to be. 
  3. Click 'Enter.' The new price for the item will now appear in the price box. 

Apply Order Discount

 

  1. After selecting items for the shopping cart, tap on the blue 'Discount' button at the bottom of the screen.
  2. On the 'Discount All' page, you can either choose the discount by dollar amount or percentage by clicking on the green arrow that appears in the field bar. If by dollar amount, a $ sign will appear and if it is by percentage, a % sign will appear.
  3. Tap the amount you would like to apply for the discount in the calculator, depending on if its by dollar amount or percentage, and click 'Enter.'
  4. The discount will be applied to the order and will appear on the bottom of the screen. 

Add Order Notes

 

  1. Before you can add notes, you must make this option available in the Back Office. To do this, go to Store Settings in the left navigation menu. In the 'General tab, under ‘Item Notes,’ check off either ‘Mandatory’ or ‘Optional.’ 
  2. In POS, tap Synchronize in the left navigation menu to update the change for POS.
  3. After selecting item(s) to add to the order in POS, tap on the blue 'Notes' button that appears on the bottom of the screen.
  4. On the Order Notes page, type in whatever notes you would like to appear on the printed kitchen receipt for that order and click 'DONE.' 

 

Select Order Type

  1. Before you can select an  order type, you must make this option available in the Back Office. To do this, go to Store Settings in the left navigation menu. In the 'General tab, check off the box next to where it says "Show Order Type." 
  2. In POS, tap Synchronize in the left navigation menu to update the change for POS.
  3. On the top left of the screen, tap on the pop up that displays the order type (the default will be "Quick Sale." 
  4. Select the type of order. The options are: Quick Sale, Dine In, Take Out, Drive Thru, and Delivery.

 

 

Assign Customer to Order and Edit Their Info

First, tap on the Customers popup on the top of the screen (the default will say "Walk In.")

  • You can then search for an existing customer in the search bar and select the customer when the name appears.
  • To edit the customer's info, click on the arrow to the right of the customer's name and then click on 'Edit' on the top right of the Customer Details screen. Save by clicking 'DONE'
  • To add a new customer, click on the + sign on the top right of the Customers popup and enter their contact info on the 'New Customer' page, followed by clicking 'DONE." That customer will now be searchable.
  • Entering a customer's contact info is most important when the order type is 'Delivery' so that the order can be delivered to the customer's location.

 

 

 

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