Creating a cart

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Creating a cart

The shopping cart, or cart, contains the items selected by the customer but not yet checked out.

NewStore Associate App allows you to check out items that are in your store, or in a different location (other store, or DC). You can search for items by brand, category, color and style.

Checking product stock levels

Note

Products are sorted by availability by default in the catalog.

To check if the product is in stock at your store, or if it is available at another location:

  1. Find the product via the app's catalog by tapping and Search or scan the item.

  2. On the Product Details screen, tap Inventory Lookup.

  3. (Optional) If enabled for your business, you can print a hang tag for the product if needed. Talk to your store manager for more information.


    To print hang tags, on the Product Details screen, tap Print Hang Tags, select the number of copies you want to print and tap Print.

    Technical configuration

    The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

    See Printing in-store hang tags using additional pricebooks.

If NewStore does not manage inventory in the store, the ATP for the product at each warehouse and store is displayed. The ATP for your store is displayed first in the list of stores. Apart from your store, only those stores that have ATP of at least 1 are displayed.

When NewStore manages inventory in your store , the stock on hand value for the product is displayed instead of the ATP on the Product Details screen.

The sellable stock on hand is displayed for products in these scenarios:

Scenario

Example

When stock on hand is available

5 items in your store

When stock on hand is negative, such as when you sell items that have been returned by customers. In this case, the stock on hand may turn negative until you perform a cycle count in the store.

-2 items in your store

No inventory for the product in the store

Not in stock in your store

Technical configuration

The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

  • By default, NewStore Associate App is configured to display warehouses before stores. This can be customized via an extension point in the NewStore Associate App.

  • To filter the locations that are displayed in the Product Lookup screen, see Customizing NewStore Associate App.

  • By default products can be searched by title, description, color, size, and caption but not by product IDs or SKU. If you want to be able to search for products using a specific identifier, add the field as a searchable_attributes in the head section of your product import JSON payload. For more information, see the JSON schema for products.

(Optional) Customizing products

If enabled for your business, you can customize products based on the individual preferences of a customer before adding these products or items to the cart.

  1. Find the product via the app's catalog by tapping and Search or scan the item.

  2. On the Product Details screen, tap Customize Product and add the required customizations for the product before adding it to the cart.

Adding an in-store item

If the item is available in your store:

  1. Tap to get the device ready to scan price tags/labels.

  2. Scan the price tag of the item requested by your customer.

  3. (Optional) If your business uses serial numbers to track items during the fulfillment cycle, tap Add Serial Number to add the serial number for the item before adding the item to the cart.

    Technical configuration

    The following section involves working with technical configurations and APIs. Contact your IT support team or partner for more information. See Using serialized inventory.

  4. If your business uses RFID Tags and has a QR code containing the Electronic Product Code (EPC)  printed on the tags, scan the QR code to add the product to the cart. This also captures the serial number of the unique item. The EPC and the decoded serial number will be displayed on the cart.

    Technical configuration

    If the barcode type QR  or CodeTypeAll is not configured yet, use this configuration to add them into the app. See also Set up Electronic Product Code (EPC) Support.

  5. If there is an RFID reader connected, add products to the cart by placing them on the RFID reader. For more information, see Set up RFID Support ( Early Access). The EPC and the decoded serial number is displayed on the cart.

    Important

    As early access only Checkpoint CPiD 400 POS Reader is supported with Associate App v.1.66.0

  6. If enabled for your business, tap + to add additional quantities of the same item.

    Important

    You can only add a maximum quantity of 25 for each item. To add more items, add the product from the catalog again and specify the quantity.

  7. Tap Add to Cart. Repeat this step for all the items you want to add.

To remove an item from the cart, swipe left on the item and tap Remove. To stop the purchase, tap Clear, and remove all items in the cart.

You can check the cart at any time by tapping .

Adding an endless aisle item

NewStore Associate App allows you to process an endless aisle order by adding an item to an in-store cart that is available at another fulfillment location, but unavailable at your store.

Retailers can configure their endless aisle checkout flows to ship items directly to a customer’s address or directly to specified store locations.

Retailers also can configure their checkout process to allow for mixed carts. Mixed carts contain both in-store cash and carry items and items that have been designated for shipment to the customer’s address or a store location for pickup. See Choosing a payment option.

Technical configuration

The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

To enable the mixed cart feature, see Enabling mixed carts in NewStore Associate App.

To configure endless aisle checkout flows to offer the ability to ship directly to store locations, see the Update Associate App configuration method to configure the ship-to-store option.

Cash, as a form of payment for endless aisle and mixed cart orders, is not enabled by default. However, retailers can enable cash as a payment method if desired. However, when using cash as a payment method, retailers must be mindful of refund challenges for items that could not be shipped. To enable cash payments for endless aisle and mixed cart orders, see Enabling cash payments for endless aisle and mixed cart orders in NewStore Associate App.

  1. Assign a customer to the cart. If no customer profile exists for the shopper, first create the customer profile. Assign the newly created customer to the cart.

  2. Tap .

  3. To find the product you are looking for, do one of the following:

    • Type part of the product name to see matching results.

    • Select Show all items and browse the catalog.

  4. Tap the picture of the requested item to open its details. The app shows that the item is not available in the store.

  5. (Optional) Tap Inventory Lookup to view the warehouses and stores that have this item in stock.

  6. If enabled for your business, tap + to add additional quantities of the same item.

    Important

    You can only add a maximum quantity of 25 for each item. To add more items, add the product from the catalog again and specify the quantity.

  7. Tap Add to cart. If the mixed cart feature is enabled, select one of the following options for each item in the cart:

    Technical configuration

    The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

    See Enabling mixed carts in NewStore Associate App.

    • It's in the store to sell: This option indicates that the specific item added to the cart is available in the store. The customer will be handed the item once checkout is complete.

    • Ship it to the customer: This option indicates that the specific item is NOT available in the store and therefore must be shipped to the customer or to a store location. Select this option for endless-aisle items.

  8. Repeat the previous step for all items requested by the customer.

  9. See Checking out a shopping cart.

Important

Remember to add a delivery option for this item to complete the checkout. This includes an endless item that was ordered individually or as part of a mixed cart order. See Adding delivery options.

Saving and restoring carts

After adding items to a cart, you can save the cart and return to it at any time to complete the purchase.

Important

  • Delivery options added to a cart are not saved, when you save the cart. Ensure that you add delivery options again when you restore a saved cart. See Adding delivery options.

  • All saved carts are automatically removed when you erase local app data  and cannot be restored.

To save a cart:

  1. Tap More.

  2. Tap Save Cart.

    Note

    • The cart is saved on the device, not on your account.

    • When you save a cart, the inventory related to the cart is not reserved.

To restore a cart:

  1. Ensure your current cart is empty and has no customer assigned to it.

  2. Tap , and tap Saved Carts. The list of carts saved on the device is displayed. Some of the carts might belong to other associates.

  3. Tap Restore on the cart that you want to use. The cart is restored and displays the items that you or another associate added earlier. You can now add more items to the cart or continue to checkout.

    Note

    • When you restore the cart, it is removed from the saved carts.

    • Once you place the order, the order is assigned to you instead of the associate who created the cart.

Creating a cart from an RFID basket

If your business uses an RFID-enabled checkout basket, follow these steps to create a checkout operation in Associate App for the items in the basket:

  1. Tap and scan the RFID basket’s QR code.

  2. Verify that all the items in the RFID basket are displayed on the Cart screen.

  3. To add more items to the cart:

    • Scan the items individually (without placing them in the basket) or,

    • Add the items to the basket and scan the QR code of the RFID basket again.

      Important

      Scanning the QR code of the RFID basket removes all items previously scanned individually and loads only the items currently in the RFID basket to the cart. If you have scanned the barcodes of individual items, ensure that you re-scan them individually, or add them in the basket before scanning the QR code of the RFID basket.  

You can now assign a customer to the cart and complete the checkout process.