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 — 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 — no additional configuration is required in POS.

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.

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. :::

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 while 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 — entering rental dates, taking payment, processing 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 Take payment button, but staff can enter any amount up to the full order total. The deposit is a prompt, not a ceiling — 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.

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.