Skip to main content

Edit a cart

C
Written by Cindy Thompson

Mobile application

  1. Select Charge to view the cart.

    The Current Sale window is displayed.

  2. To remove all items from the cart:

    1. Select and then select Clear Cart.

      A confirmation message is displayed.

    2. Select Clear Cart.

  3. To edit an item's details:

    1. Select the item's name.

    2. Change the item options or modifiers as needed.

    3. To change the item quantity, enter a new quantity value or select or .

    4. To remove the item from the cart, select until only one item remains and then select .

    5. Select Save.

  4. To change the discount applied to the cart, select Remove Discount below the receipt information to remove the existing discount and then select Add Discount to select the new discount to apply.

  5. To add customer information to the transaction:

    1. Select Add Customer below the receipt information.

    2. Enter the customer name to search for the customer and then select Select next to the customer name.
      ​

    3. If the customer does not exist, enter information to create the customer:

      1. In the upper-right corner, select . The Add Customer window is displayed.

      2. Enter the First Name, Last Name, Phone Number, Email, and address details for the customer.

      3. Select Save.

Web application

  1. Select Take a Payment. The cart is displayed next to the item list.

  2. To edit an item’s quantity, select or or enter a new value.

  3. To remove an item, select .

  4. To edit an item's details, select next to the item, edit the item details, and then select Update. See Add items to the cart.

  5. To add additional items to the cart, select them from the catalog.

  6. To add or change the discount applied to the cart, select Add Discount, select the discount, and then select Apply Discount.

  7. To remove a discount applied to the cart, select next to the discount under Discounts.

  8. To add an existing customer to the transaction:

    1. Select Add Customer.

      The Add Customer window is displayed.

    2. Enter the customer name in the search field and then select the customer to associate with the transaction.

    3. Select Add Customer to Cart.

  9. To add a new customer to the transaction:

    1. Select Add Customer.

      The Add Customer window is displayed.

    2. Select Create Customer. The Add Customer window is displayed.
      ​

    3. Enter the First Name, Last Name, Phone Number, Email, and address information for the customer.

    4. Select Save. The customer is added to the cart and the Customers view.

Did this answer your question?