POS cart

The POS cart is the transaction panel on the right side of the POS dashboard. It holds the items, fulfillments, and customer details for the current sale in progress.

Fulfillment types

The cart supports the following fulfillment types. Each fulfillment represents how the items in the transaction will reach the customer.

Fulfillment type	Default label	Description
takeaway	Takeaway	Customer takes the goods immediately at the counter
delivery	Delivery	Items are shipped to a delivery address
pickup	Click & Collect	Customer collects from an outlet at a later date
hold	Hold	Items are held at the store for the customer
transfer	Transfer	Items are transferred between outlets
reserved	Reserved	Items are set aside for a customer
special_order	Special order	Items are ordered in specifically for the customer

A single cart can have more than one fulfillment, each covering different items. For example, part of an order could be a takeaway and another part a delivery.

To enable or disable fulfillment types, or customize their labels, see Configure POS fulfillment types and payment methods.

Delivery fulfillment options

When a cart uses the delivery fulfillment type, the following additional options are available:

Shipping price override

After a shipping rate is selected, staff can manually adjust the shipping price. An edit option appears on the delivery fulfillment, where you can enter any amount of $0 or greater. The adjusted price replaces the carrier-calculated rate for this transaction.

Alternate recipient name

The name the parcel is addressed to can differ from the cart’s contact (the buyer). Enter a separate recipient name on the delivery fulfillment for situations such as gift orders or deliveries to a third party.

Changing the recipient name does not trigger a new shipping rate calculation.

Destination-based delivery taxes

Tax on delivery orders is calculated based on the destination address entered on the fulfillment, not the billing address or store location. Tax rules configured in Salesforce are evaluated against the shipping address automatically, so no additional configuration is required in POS.

Changing the quantity

Each cart line has a quantity control with a minus button, the quantity itself, and a plus button. The buttons step the quantity up and down one at a time, which suits small corrections.

For anything larger, type the quantity instead. Tap the number between the two buttons and enter the amount. On a tablet or phone this opens the device’s own numeric keypad. The new quantity is applied when you press Enter or tap away from the field, and the line’s price, discount and tax are recalculated with it.

A few rules apply to what you can type:

• A quantity above or below what the line allows snaps to the nearest allowed value.
• Leaving the field empty, or typing something that is not a number, restores the quantity that was there before.
• A return line keeps its quantity fixed, because the amount being returned is set by the original order.

The same typeable control appears when taking stock on a fulfillment, choosing how many units to return, and entering how many labels to print. A rental term still uses the minus and plus buttons only.

:::tip On a kiosk with no keyboard, where tapping the number brings up nothing, turn on the on-screen number pad. See set up POS hardware. :::

Being asked for a quantity before the product is added

A store can set up its product buttons to ask for the quantity first, rather than adding one unit and leaving you to adjust it. Where that is configured, tapping the product opens a prompt with the product name and a quantity field, and the product is added once you confirm. Dismissing the prompt adds nothing.

This applies to straightforward products. A product that already opens its own window, such as a bundle, a product with variants, a variable price, or a rental, asks for the quantity there instead.

Collapsing and expanding the cart

The cart panel can be collapsed to give more screen space to product browsing. A toggle button at the edge of the panel expands and collapses it.

• Collapsed: The cart hides its line item detail. A summary of the order total and amount to pay remains visible.
• Expanded: The full cart is shown, including items, fulfillments, discounts, and totals.

The cart collapses automatically when not in active use and expands when you begin interacting with it.

Promotions and price adjustments in the cart

The cart shows what each promotion and each staff discount took off, so you can explain a price to the customer or check that the right promotion applied. Automatic promotions apply as items go into the cart, with no action from you. To add a coupon, see Apply a coupon at the register.

The register works out every promotion again whenever the cart changes. A promotion appears as soon as the cart qualifies and disappears as soon as it stops qualifying.

On each line

• The price is what the item costs after the promotions on that item and your own price adjustment. When something came off, the price shows in red with the full price under it, for example Was $50.
• One row per promotion under the item names the promotion and what it took off, for example Summer Sale (−$5).
• A Price adjustment row follows for anything you took off the item with Adjust Price.

A promotion on the whole cart is not named on the lines. It appears once, in the totals.

In the totals

When something comes off the whole cart, the totals read down in this order:

1. Subtotal, the sum of the lines as shown, without any tip.
2. One red row per promotion on the whole cart, named by the promotion’s display name.
3. Price adjustment, for a discount you applied to the whole cart.
4. Order total.

A promotion on particular items has no totals row, because the money is already in the line prices and so in the Subtotal. A promotion that discounts both items and the whole cart shows only the whole-cart part in the totals. The collapsed cart shows the same rows. Coupon codes do not appear on the rows; open Manage cart > Coupon code to see which are applied.

For example, a cart with a $50 jacket carrying Summer Sale (−$5) and a $30 cap, under an automatic “Weekend 10% off” promotion on the whole cart, shows Subtotal $75.00, Weekend 10% off -$8.00, and an Order total of $67.00 before tax. Under the default independent calculation, a whole-cart promotion is sized on the subtotal before item promotions, here $80. On a store set to cumulative it takes $7.50, for an Order total of $67.50. See How Promotion v2 discounts are calculated.

Free products

A free product from a promotion appears as a separate line at $0, with the promotion that gave it named underneath. It is added and removed by the register along with the promotion. A bundle’s row names each promotion once, with what it took off the whole bundle.

After the sale, and on a return

The order screen shows the same line rows and totals as the cart. Whether promotions print on the receipt depends on the store’s receipt template.

When you choose items to return, the return screen explains the refund. The Price column shows each line as the order showed it, with a caption under it for each share of a whole-cart promotion or price adjustment coming off, for example −$2.59 (10% Off Your Order). Those shares are the difference between the price and the refund. Promotions on the item itself are not named, because they are already in both figures. The refund cart and the order then show the returned line at the refund price, with no promotion rows. On an exchange, the order screen lists only the promotions on the new items.

Cart persistence

The POS automatically saves the current cart to local browser storage (IndexedDB) as changes are made. If the browser tab is closed, refreshed, or the device loses connectivity, the cart is restored automatically when the POS reopens.

This means:

• Staff do not need to re-add items if the browser unexpectedly closes during a sale
• The cart is restored on the same device and browser where it was created
• The restored cart syncs back to Salesforce as soon as connectivity is re-established

:::note Cart persistence is device-specific. A cart started on one register cannot be automatically resumed on a different register. Use the Park function to save a cart for retrieval on any register. See Park an order. :::

Notes on the sale and on items

Two kinds of note can be taken in the cart, and they are stored in different places.

• Order notes apply to the whole sale. Select Add notes in the cart (or Edit notes once one exists) and enter the text. The note is saved on the order’s Customer Notes field and printed on the standard receipt. Your store can rename the label, so the button may read Add kitchen notes or similar. See the pos.notes.label entry in store variables.
• Item notes apply to one item. When your store has turned them on, each item’s detail screen has a Note section, and the text is saved on that order product. See add a note to an item at POS.

Swapping a product in the cart

A product already in the cart can be replaced with a different product without removing and re-adding it. This is triggered by a POS action configured by your store administrator. When the action fires, the cart item is updated to the new product, preserving any associated fulfillment.

Constraints on product swapping: - The replacement product must be a standard product — rental products, variant products, and asset-backed vouchers cannot be used as swap targets - If the original item had a fulfillment assigned, it is flagged for reconfirmation after the swap - Rental items in the cart cannot be swapped to non-rental products

If your store has product swap actions configured, they appear as action buttons on the cart or on a POS layout. Contact your store administrator if you expect to see a swap option but cannot find it.

Rental items in the cart

Rental products are supported in the POS cart. While a rental item is in the cart, its asset is held to prevent double-booking. The cart shows the hold state for each rental item. If the hold expires before checkout is complete, the item is flagged.

Only takeaway fulfillment is available for rental items; delivery and transfer fulfillment types cannot be selected.

For the full rental workflow, covering rental dates, payment, and returns, see Process rental products at POS.

Special cart item behavior

Some product types have additional properties that appear on cart items:

Pending items

A cart item can have a pending status when it requires confirmation before the transaction completes, for example when a POS action triggers a custom workflow. Pending items are visually flagged in the cart and must be resolved before checkout proceeds.

Pay now

The Pay Now accordion appears on each cart item (for non-rental products). It lets staff control how much of the item’s price is collected at checkout, independently of the fulfillment type selected.

Option	What it does
All	Staff collect the full item price now (default)
None	Staff collect nothing now; the full balance is due later
Specify amount	Staff enter a specific dollar amount to collect now
Specify percentage	Staff enter a percentage of the item price to collect now

Use Pay Now to take a deposit or part-payment on any item, regardless of whether it has a product-level deposit configured.

Deposits

Products configured with a deposit amount show the deposit as the amount payable at checkout, rather than the full price. The remaining balance is due later. The cart item displays both the deposit amount and the full list price so staff can communicate this clearly to the customer.

The deposit pre-fills the payment amount on the Charge button, which carries that amount, but staff can enter any amount up to the full order total. The deposit is a prompt, not a ceiling, so collecting more than the deposit amount at checkout is supported.

Returns can be processed on deposit orders (orders where only a partial payment has been collected). The return flow handles partial-payment orders in the same way as fully paid orders.

Subscription products

When a subscription product is added to the cart, the cart item carries the subscription term count. If the store is configured to charge the subscription upfront (rather than billing per period), the cart total reflects the full term amount.

A subscription or save-card product needs a customer on the sale, and a product whose Payment Capture Type is Save Payment Method Only is not charged today. At checkout the register saves the customer’s card for later billing. See saving a customer’s card for later billing.

Serialized products

Some products track individual stock units by serial number (asset-backed serialized products). When one of these products is added to the cart, staff are prompted to scan or enter the serial number before checkout can complete. This links the specific physical unit to the sale record in Salesforce.