Point of Sale Cart
  • 04 Apr 2024
  • 2 Minutes to read
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Point of Sale Cart

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Article summary

The WineDirect Point of Sale cart shows all pertinent order information regardless of what stage you are in an order. It is easy to change Shipping, add coupons, and streamline a customer's purchasing journey from start to finish.

The Cart

The cart in the WineDirect point of sale application will always be available to the user regardless of which tab they are using from the bottom navigation menu (i.e., Products, Reservations, Order History, etc.). 

The cart interface within the WineDirect point-of-sale app showcases the following information before completing an order:

POS Profile and Sales AssociateAt the very top of the cart, the Profile and sales associate/user will be shown in grey.
Customer and Wine Club StatusThe customer's name will be shown in pink, and if they are Wine Club members, their status will be indicated by a colored wineglass next to their name.
If there is no customer, Guest Customer will be displayed.
Products Below the customer, a list of products to be purchased will be shown. The information available is:
  • POS name
  • SKU
  • quantity
  • Unit Price/Sale Price
  • Sub Total of Product(s)
Promotions and CouponsThe total discount amount of any applicable promotions or coupon codes added will be displayed here.
ShippingHere, pick-up or a selected shipping strategy will be displayed, along with its associated prices. The shipping type can be changed simply by pressing Shipping.
TaxTaxes will automatically be calculated for purchase based on the tax rules and compliance application connected to the WineDirect store.
Charge TotalA large blue button at the bottom of the cart will display the total quantity of products and the total before the tip. Pressing Charge Total will take the user to the payment options page.
Meatball Menu (...)At the top right of the cart, an ellipse (..) is available to press. Here, the following options are available to edit an order:

Editing the Cart

Several quick actions can be taken within the cart interface to update customers or their orders prior to charging. These quality-of-life actions help avoid switching between multiple windows within the point-of-sale application.

Edit or Remove Products and Customers

Swiping either a customer name or a specific product to the left offers the option to remove a product or customer from an order or edit either customer. Swiping a product to the right will quickly remove it from an order.

IMPORTANT NOTE: When selecting Profile after swiping a customer to the left, the user will be taken to the customer's Profile to edit, not to update which customer is associated with the order.

Editing Shipping Method

If an order has no customer associated with it, it is considered a Guest Order, and the only shipping method available will be Pick-Up. The shipping method can be updated once a new or existing customer is added to an order. 

By pressing Shipping in the cart, a new screen will slide wh, and the user can select an existing or add a Destination Address.

Once an address is added or chosen, the user can access the dropdown menu for Shipping Methods. When selected, all shipping strategies available for that destination will be able to be chosen from. Selecting a shipping strategy will take the user to the main cart page.

The cart page will now show the total, including the cost and shipping strategy for the order. 


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