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Cart Management

Cashier Manager Admin

The cart pane on the right side of the POS screen is where you build the customer's order. This guide covers everything you can do with cart items before completing payment.

Cart Overview​

The cart pane displays:

  • Customer area at the top (tap to search or attach a customer)
  • Line items in the middle (scrollable if there are many items)
  • Totals area showing subtotal, discounts, tax breakdown, and total
  • Action buttons at the bottom (payment methods, discount, hold, manual item)

On mobile devices, the cart pane slides in as an overlay when tapped.

Cart pane with items and totals

Adding Items to the Cart​

Standard Products​

Tap a product card in the product grid. The item appears in the cart with a quantity of 1. Tapping the same product again increments the quantity.

Barcode Scanning​

Scan a product barcode to add it instantly. If the product is already in the cart, its quantity increases by 1. See Product Search and Scanning for scanner details.

Weight-Based Products​

Tapping a weight-based product opens the weight selection modal. After choosing a weight, the item is added to the cart with the selected weight as its quantity (e.g., "3.5g" of Blue Dream). See Weight-Based Products.

Products with Variations​

Products with variations (size, color, etc.) open a variation picker modal. You can select one or more variations and set quantities for each before adding them all to the cart at once. See Modifiers and Variations.

Products with Modifiers​

Products with modifier groups (add-ons, toppings, customizations) open a modifier selection modal. You must satisfy any required modifier groups before adding. See Modifiers and Variations.

Adjusting Quantities​

Using +/- Buttons​

Each line item has + and - buttons to adjust the quantity:

  • Tap + to increase by 1 (or by the appropriate increment for weight products).
  • Tap - to decrease by 1. The minus button disables at the minimum quantity (1 for unit products), so the quantity never reaches zero through this button. Use the delete button to remove items entirely.

Editing Quantity Directly​

Tap the quantity number on a line item to enter edit mode. Type the exact quantity you want and press Enter or tap away to confirm.

Weight Product Quantities​

For weight-based products:

  • Weight preset products (cannabis): The +/- buttons add or remove whole units of that preset. For example, if a customer has 1x 3.5g, pressing + gives them 2x 3.5g (7g total at the 3.5g price per unit).
  • Per-gram products: The +/- buttons adjust by 0.5g increments.
  • Tiered pricing products: If the tier does not allow custom weight entry, quantity is fixed -- you must remove and re-add at a different weight.

Removing Items​

To remove an item from the cart:

  • On mobile: Tap the delete button in the permanently visible delete column next to the item.
  • On desktop: Tap the X button that appears on the item row.

The minus button cannot remove items -- it disables at a minimum quantity of 1. Use the delete button instead.

Removing all items returns the cart to an empty state.

Manual Items​

The Manual Item button lets you add a custom line item that does not exist in your product catalog.

Adding a Manual Item​

  1. Tap Manual Item in the action buttons area.
  2. Enter a name for the item (e.g., "Custom Engraving").
  3. Enter the price.
  4. Set the quantity.
  5. Choose whether the item is taxable (checked by default).
  6. Tap Add to Cart.
info

Manual items are useful for one-off charges, services, or miscellaneous items that do not need to be tracked in inventory. They do not affect stock levels.

Clearing the Cart​

To remove all items and start fresh:

  • Tap the clear cart button (trash icon) at the top of the cart pane. The cart is cleared immediately.
warning

Clearing the cart also removes any attached customer, applied discounts, and order notes. This action cannot be undone and there is no confirmation prompt.

Holding and Recalling Orders​

Holding an Order​

If a customer needs to step away or you need to serve someone else:

  1. Tap the Hold button in the action buttons area.
  2. Enter a name for the held order (required, e.g., "Customer went to ATM").
  3. Tap Hold Order to save it.

The cart clears and is ready for a new sale. The held order is saved locally.

Recalling an Order​

When the customer returns:

  1. Tap the Recall button (appears when the cart is empty).
  2. A list of held orders appears with their notes and timestamps.
  3. Tap a held order to load it back into the cart.
  4. Continue the sale as normal.

For more details, see Hold and Recall.

Attaching a Customer​

Tap the customer area at the top of the cart pane to search for an existing customer or create a new one.

Benefits of Attaching a Customer​

  • Loyalty points are earned on the sale.
  • Tier discounts are applied automatically if the customer qualifies.
  • Purchase history is recorded against their profile.
  • Sale history is tracked against their profile.
  • Loyalty rewards become available in the discount modal.
  • Cannabis compliance: daily purchase limits are tracked per customer.

Removing a Customer​

Tap the X next to the customer name to detach them from the current sale.

Cart Totals Breakdown​

The totals section at the bottom of the cart shows a detailed breakdown:

LineDescription
SubtotalSum of all line items before discounts and tax
Item DiscountsTotal of per-item discounts applied (if any)
Order DiscountWhole-order discount amount (if any)
Tier DiscountAutomatic loyalty tier discount (if customer qualifies)
Promotion DiscountCampaign discount amount (if a promotion is active)
TaxTax calculated on the discounted subtotal
TotalFinal amount the customer pays

Split Tax Display​

If your store uses split tax mode (e.g., GST + PST in Saskatchewan or British Columbia), the tax line splits into separate GST and PST amounts with their respective rates.

Cannabis Compliance​

For cannabis stores, the totals area also shows:

  • Equivalent grams total for the current order
  • Progress toward the daily purchase limit (typically 30g)
warning

If adding an item would exceed the customer's daily purchase limit, the POS displays a compliance warning. The sale can still be completed, but the warning is logged for compliance purposes.

Freebie Progress Bar​

When your store has active freebie campaigns, a progress bar appears above the cart totals showing how close the customer is to qualifying for a free item. For example:

Spend $12.50 more to get: 1x Rolling Papers FREE

Once the spend threshold is met, the freebie item is automatically added to the cart with a "FREE" badge. See Sale Campaigns and Freebies for details.

Editing Modifier Items​

If a product in the cart has modifiers, you can tap it to reopen the modifier selection modal and change your choices. This only works for products that originally had modifier groups -- standard products and manual items cannot be edited this way.

What's Next?​