Our POS uses a cart to store and display selected items before proceeding to the checkout where the cart is then processed into an order.

The items that can currently be added to a cart are products, event tickets and gift vouchers.

The cart can also have a customer, note, currency and pricing tier assigned.

How do I view the cart?

The cart is represented by a section on the right side of the Sell page which contains any information relating to the cart (pricing tier, currency, note and customer).

If the cart is empty, a message is displayed and once items have been added to the cart, additional information (subtotal, discount, tax) and a CHECKOUT button are displayed.

How do I add a product to the cart?

There are two ways to add products to the cart.

Clicking a product tile in the products tab will add the product to the cart.

If a barcode scanner is connected, scanning the product barcode will automatically add the product to the cart.

Once a product has been added, it will be displayed in the cart.

How do I add a sub product to the cart?

There are two ways to add sub products to the cart.

If a product has sub products, it will display a small icon (three dots) on the product tile in the products tab.

  1. Click the product tile, this will open a list of sub products.
  2. Click a sub product, this will add the sub product to the cart.

If a barcode scanner is connected, scanning the sub product barcode will automatically add the sub product to the cart.

Once a sub product has been added, it will be displayed in the cart.

How do I add an event ticket to the cart?

There are two ways to add event tickets to the cart.

  1. Click an event tile in the tickets tab, this will open a list of the event’s ticket types.
  2. Click a ticket type, this will add a ticket to the cart.

If a barcode scanner is connected, scanning the ticket barcode will automatically add the ticket to the cart.

Once a ticket is added, it is displayed in the cart.

How do I add an event session ticket to the cart?

There are two ways to add event session tickets to the cart.

  1. Click an event tile in the tickets tab, if the event has sessions this will open a list of the event’s sessions.
  2. Click a session, this will open a list of the session’s ticket types.
  3. Click a ticket type will add a ticket to the cart.

Once a ticket is added, it is displayed in the cart.

How do I add a gift voucher to the cart?

If gift vouchers have been activated via the Airsquare admin then they can then be added to the cart.

  1. Click gift voucher icon (gift card) at the top of the page by the tickets icon (ticket).
  2. A unique 16 digit gift voucher code is generated automatically, this can be edited by clicking on the Code field and entering different unique code.
  3. Enter the price of the voucher into the Total price field.
  4. Click the confirmation icon (tick) in the top right corner.

Once a gift voucher has been added, it will be displayed in the cart.

Can I create a generic product for selling items that don't exist in my site?

Some situations may require a miscellaneous product that can be used in the POS for products that haven't been added your site, this easily be configured.

  1. Create a product via the Airsquare admin area and give it a price of zero.
  2. Click the product’s tile to add it to the cart.
  3. Click the new product in the cart, this will display options for editing the new product.
  4. Click the Price field and enter a price.
  5. Click the confirmation icon (tick) in the top right corner.

The product's price will now be set and the miscellaneous product can used again for any other products that have not been added to your site.

How can I remove items from the cart?

  1. Click the item the cart you wish to remove, this will display options for editing the item.
  2. Click the REMOVE ITEM button to remove the item,

Once removed, an item will no longer be displayed in the cart.

How do I adjust the price of an item in the cart?

  1. Click the item in the cart, this will display options for editing the item.
  2. Click the Price field of the item and adjust the price.
  3. Click the confirmation icon (tick) in the top right corner.

How do I adjust the quantity of an item in the cart?

  1. Click the item in the cart, this will display options for editing the item.
  2. Click the Quantity field of the item and enter a new quantity or click on the icons (plus, minus) to increase or decrease the quantity.
  3. Click the confirmation icon (tick) in the top right corner.

How do I apply a discount to an item in the cart?

We support two mechanisms for applying discounts to items in the cart, applying a discount by price and applying a discount by a percentage.

  1. Click the item in the cart, this will display options for editing the item.
  2. To apply a discount by price, click the Price icon (dollar sign) then enter a price into the Discount field.
  3. To apply a discount by a percentage, click the Percentage icon (percentage icon) then enter a percentage into the Discount field.
  4. Click the confirmation icon (tick) in the top right corner.

The items discount will be displayed in red text below the items title in the cart.

How do I assign a customer to the cart?

A customer can be assigned to the cart to record additional information about the customer (buying preferences, email address).

  1. Click the cart options icon (ellipsis) above the cart.
  2. Click Assign customer, this opens a list of existing customers.
  3. Click a customer.

The customer will now be displayed as a small person icon (user) at the top of the cart display.

When a customer is assigned to the cart, the cart will automatically switch to use their pricing tier. Once the order has been processed, the pricing tier will switch back to the default pricing tier for the register.

How do I add new customers?

New customers can be added by clicking the add icon (plus) in the top right of any of the customer lists (Assign customer, Change customer), this will display an empty form for the customers details.

The customers first name, last name and personal email address are required, after entering the customer information, click the confirmation icon (tick) in the top right and the customers will be added.

Customers can also be added via the Airsquare admin area, where they are referred to as people.

How do I edit a customer's details?

Existing customer details can be edited by clicking the edit icon (pencil) on the right side of a customer in any of the customer lists (Assign customer, Change customer), this will display the customers details.

After editing, click the confirmation icon (tick) in the top right and the customers details will be updated.

How do I unassign a customer from the cart?

There are two ways to unassign a customer from the cart.

Using the cart options

  1. Click the cart options icon (ellipsis) above the cart.
  2. Click Unassign customer, this will remove the customer from the cart.

Using the cart directly

  1. Click on the customer in the cart, this will display the customer list.
  2. Click the Unassign customer button, this will remove the customer from the cart.

A customer is not deleted from the POS when they are unassigned, they will still be available to assign to the cart in the future.

How do I add a note to the cart?

Notes can be added to the cart to record additional information (shipping instructions, reminders, customer preferences, etc).

  1. Click the cart options icon (ellipsis) above the cart
  2. Click Add note.
  3. Enter your message into the Note field.
  4. Click the confirmation icon (tick) in the top right corner.

The note will now be displayed as a small note icon (speech bubble) at the top of the cart display.

When the order is created, the note will be added to it.

Notes aren't seen by the customer.

How can I change the cart note?

We support two mechanisms for editing notes that have been added to the cart.

Using the cart options

  1. Click the cart options icon (ellipsis) above the cart.
  2. Click Edit note, this will display the current note.
  3. Edit the note.
  4. Click the confirmation icon (tick) in the top right corner.

Using the cart directly

  1. Click the note in the cart, this will display the current note.
  2. Edit the note.
  3. Click the confirmation icon (tick) in the top right corner.

How do I remove a cart note?

We support two mechanisms for removing notes that have been added to the cart.

Using the cart options

  1. Click the cart options icon (ellipsis) above the cart.
  2. Click Edit note, this will display the current note.
  3. Click the Remove note button, this will remove the note from the cart.

Using the cart directly

  1. Click on the note in the cart, this will display the current note.
  2. Click Remove note, this will remove the note from the cart.

How do I change the pricing tier used by the cart?

The cart will initially use the registers default pricing tier, this can be changed to any of your pricing tiers as needed.

  1. Click on the cart options icon (ellipsis) above the cart.
  2. Click Change pricing tier.
  3. Select the desired pricing tier form the list of pricing tiers.
  4. Click the confirmation icon (tick) in the top right corner.

The cart will now use the selected pricing tier and if any items do not have a price for that pricing tier, an error message will be displayed and the items will be removed from the cart.

Once the cart has been processed into an order via the Checkout page, the pricing tier will return to the registers default pricing tier.

How do I change the currency used by the cart?

The cart will initially use your base currency, this can be changed to any of your other supported currencies as needed.

  1. Click on the cart options icon (ellipsis) above the cart.
  2. Click Change currencies.
  3. Select the desired currency form the list of supported currencies.
  4. Click the confirmation icon (tick) in the top right corner.

The cart will now use the selected currency and if any items do not have a price for that currency, an error message will be displayed and the items will be removed from the cart.

Once the cart has been processed into an order via the Checkout page, the currency will return to the default currency.

How do I clear the cart?

  1. Click on the cart options icon (ellipsis) above the cart.
  2. Click Clear cart.

When cleared, any items, note and customer are removed from the cart and all cart settings (currency, pricing tier) are returned to the defaults.

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