Checking out a cart

  • Updated on Dec 17, 2024
  • Published on Nov 19, 2024
  • 12 minute(s) read
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Once you have completed the steps described in the guide to create a cart, follow the steps in this section to check out the cart and get ready to receive payment from the customer.

The shopping cart is a container for all the items the customer wants to buy.

Important

If your store supports credit card payments, ensure that you have added the card reader to your profile and that it is on.

Assigning a customer to a shopping cart

(Optional) To add a customer to the shopping cart:

  1. Tap Add Customer at the top of the screen.

  2. Search and tap the customer you want to add.

  3. Tap Assign to Cart.

Adding discounts and redeeming coupons

Important

If you are on Associate App v1.52.0 or later, reason codes are enabled by default.

Technical configuration

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

If you are on Associate App v1.52.0, you can enable both item level manual discounts and price override, by specifying itemDiscount as a value within the cart_management or cart_management_v2 property in the Update Associate App configuration method.

For Associate App v1.52.0 or later, the cart_management_v2 property has no impact on price overrides. This property is only applicable if you are on Associate App v1.50.0 or v1.51.0. See Configuring price overrides for items (v1.50.0 and v1.51.0)  as an example.

If automatic promotions have been created for your business, discounts associated with the promotions are applied automatically to the whole order or to specific items in the order.

For discounts and coupons created via NewStore Omnichannel Manager that must be applied or redeemed manually, tap More and select Redeem Coupon.

This option allows you to enter a coupon code provided by the customer or choose a coupon. The list displays up to 5 coupons that were most recently used on the device, since the last time the app was updated. You can also use a coupon to waive the shipping cost for a delivery.

(Optional) For discretionary discounts that can be offered to customers, such as for products that are damaged, associates can use manual discounts:

  1. Tap More.

  2. Select one of the following options:

    Option

    Description

    Apply Cart Discount

    Applies a discount (percentage or monetary value) on the complete order or cart.

    Apply Item Discount

    Applies a discount (percentage, monetary value) on the selected item or sets the price of the item.

  3. If enabled for your business, you must assign a reason for the manual discount. From the predefined list of reasons, select one (such as Damaged for discount on a defective product, or Employee for a discount to a fellow employee in the business). If no reason codes are specified for a given catalog, the Associate App will display a free text field to enter a custom reason for the discount. A maximum of 256 characters is allowed.

    Supported from

    This feature is supported from Associate App v1.50.0.

    Note

    This feature is not available when the app is offline.

    To change or update the list of predefined reasons, talk to your store manager or your IT support team.

    Technical configuration

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

    See Configuring reason codes for manual discounts (from v1.50.0 to v1.51.0).

All discounts applied to the cart, including automatic promotions, coupons, and manually applied discretionary discounts can be viewed in the Discount details screen in the cart.

Coupons and manual discounts can be removed manually in the app.

Automatic promotions cannot be removed during checkout. Talk to your store manager or IT support team to disable incorrect automatic promotions.

Technical configuration

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

See Creating automatic promotions.

Applying a price override

Important

If you are on Associate App v1.52.0 or later, reason codes are enabled by default.

If enabled for your business, you can choose to override the price of an item. Depending on the situation, you can specify a price that is lower than the actual price of the item in the catalog.

For example, if a promotion is not being applied correctly in the app, you can use this feature to override it and apply a lower price to the item.

Technical configuration

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

To enable price overrides on Associate App version 1.50.0 or v1.51.0, see Configuring price overrides for items (v1.50.0 and v1.51.0).

If you are on Associate App v1.52.0, you can enable both item level manual discounts and price override, by specifying itemDiscount as a value within the cart_management or cart_management_v2 property in the Update Associate App configuration method.

For Associate App v1.52.0 or later, the cart_management_v2 property has no impact on price overrides. This property is only applicable if you are on Associate App v1.50.0 or v1.51.0. See Configuring price overrides for items (v1.50.0 and v1.51.0)  as an example.

Important

If a manual discount has already been added to the item, you must remove it before you apply a price override. Similarly, you cannot apply a manual discount when a price override is applied to the item.

To apply a price override on an item:

  1. Tap the item > Price override.

    (Optional) You can also tap More in the cart screen and tap Apply Price Override and select the item you want to apply the price override to.

  2. Select a predefined reason code for the price override. This is reflected in Omnichannel Manager as the reason for the price override. If no reason codes are specified for a given catalog, the Associate App will display a free text field to enter a custom reason for the discount. A maximum of 256 characters is allowed.

  3. Specify the new price for the item and tap Apply.

  4. The price override is now complete.

    The cart screen displays the new price of the item, applied as a discount on the item.

    Important

    The price override does not change the actual price of the item in the catalog. If you add the same item again to the cart, you must apply a price override again for the second item.

  5. To remove the price override, tap the item and tap Remove discount.

Adding loyalty reward coupons for a customer

(Optional) To add applicable loyalty reward coupons for the customer:

  1. Ensure that you have assigned the cart to the customer.

  2. Tap More and select Redeem Loyalty Rewards.

  3. Select the discount coupon(s) you want to apply to the order.

    Note

    Based on how they are configured for your business, any manual discounts and automatic promotions already applied to the order may also appear in this list as pre-selected options.

  4. Tap Apply Coupon(s).

(Optional) Adding lottery codes

If your store is in a country that accepts lottery codes from customers, such as in Italy, you can add it to the cart through the app.

A lottery code can be captured for all orders, but the lottery code is only transmitted to the tax authorities for orders that have been paid for via electronic payment options.

  1. In the app, add items to a cart.

  2. Tap More and select Receipt lottery code.

  3. Enter the customer's lottery code.

    Important

    In Italy, the lottery code is case sensitive and must be 8 characters long, consisting of letters and numbers.

Adding delivery options

Important

Add delivery options and details only after you have added discounts and redeemed coupons for the order. 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. Also see Saving and restoring carts.

If at least one item in the shopping cart has been selected to be shipped, you can add the delivery options by selecting the cart icon to begin the checkout process.

Note

All items in a cart will be shipped to a single address/ location. There is no ability to have different shipping addresses on an item-by-item basis. If items need to be shipped to different addresses and locations, you should create separate transactions for each delivery location.

To add delivery for an order:

If you have selected at least one item to be shipped:

  1. Tap the cart icon.

  2. Tap Add delivery and enter the delivery address. If you have added a customer to the cart, tap the shipping address to use and tap Continue.

    If you have not assigned a customer to the cart, create the customer profile, assign the customer to the cart, and begin the checkout process again as specified in Step 1.

  3. Select a shipping option according to the customer's choice.

    Retailers can choose to have endless aisle items shipped to a customer’s address specified in their customer profile (such as home, work, or other addresses), or the customer can choose to have their items shipped to a specific store.

    • For customer address, all addresses defined as part of the customer’s profile will be displayed, and can you can select one to ship the items.

    • For store location, all store locations configured for your business will be displayed, with the default shipping destination specified as the current store where the order was created (displayed at the top of the list). Additional store locations are sorted based on geographic proximity to the current store location.

  4. Tap Add delivery to cart.

Note

Once you have added a delivery, any new items added to the cart for shipment invalidate the current delivery. When the cart is modified after delivery options have been chosen, the user will receive a prompt to reapply the delivery options. This includes when a delivery address has changed after delivery options have initially been selected.

Adding notes to an order

If needed, you can add notes to an order or specific items  in an order, to provide other associates with more context during fulfillment or order management in NewStore Omnichannel Manager.

Order and item notes that you add via NewStore Associate App are also available in NewStore Omnichannel Manager. See Monitoring orders.

Important

To add an order note, at least one item must be already added to the cart.

To add notes to an order, select the specific order and:

  1. Tap More.

  2. Tap Add Order Note and type the note for the order.

  3. Tap Save.

    The note is saved to the order in NewStore Associate App.

Adding notes to an item in an order

To add notes to an item within an order:

  1. In the cart, tap the item that you want to add a note to.

  2. Tap Add Item Note and type the note for the item.

  3. Tap Save.

    The note is saved to the order in NewStore Associate App.

Adding tax exemption to an order

Tax exemption can be added to the order during checkout.

Note

Tax exemption is not allowed in certain countries due to local fiscal regulations. In such countries, tax exemption cannot be set up via Associate App.

Technical configuration

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

See Configuring tax exemption for orders.

Add tax exemption to an order

Important

If you are using the new tax exemption functionality in Associate App, see Configuring tax exemption information for an order.

(Optional) To add tax exemption to an order:

  1. Tap Taxes.

  2. Tap Tax Exemption to make the order exempt from taxes. No tax is charged to the customer for this order.

  3. Tap Close. The value in Taxes must display 0.00.

Configuring tax exemption information for an order

Technical configuration

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

This feature is only available when the new tax exemption functionality is enabled. For more information, see Enabling tax exemption in the app.

(Optional) To configure tax exemption information for an order:

  1. Tap Taxes.

    The breakdown of taxes for the order, and for each item is displayed in the screen. The breakdown of tax details can be shared with customers if they need to know more about what taxes were levied for their orders.

  2. Tap Tax Exemption.

  3. Fill in the tax exemption information of the customer. The tax exemption information can be retrieved from the tax exemption certificate or document provided by the customer.

    • Tax exemption number - Tax exemption number according to the tax exemption certificate/document provided by the customer.

    • Tax exemption class - Classification of the tax exemption certificate/document.

    Note

    The tax exemption class field and its options are rendered based on the tax exemption class mapping configuration of the tax provider.

    For more information, see Configuring tax calculation settings  and also the Tax calculation API.

  4. Tap Save.

    Tax exemption is configured for the order in NewStore Associate App, and the value in Taxes will display the tax amount that is applicable to the order that is calculated by the tax provider along with a Tax exemption applied message.

Displaying tax breakdown for an order

Supported from

This feature is supported from Associate App v1.45.0 and later.note

Note

From Associate App v1.43.0 to v1.44.0, this feature is only available when the new tax exemption functionality is enabled. For more information, see Enabling tax exemption in the app.

Tax breakdown view in the cart helps the associates to explain the tax details when inquired by the shopper during checkout.

(Optional) To display tax breakdown for an order:

  1. Tap Taxes.

  2. The breakdown of taxes for the order, and for each item is displayed in the screen. The breakdown of tax details can be shared with customers if they need to know more about what taxes were levied for their orders.

  3. Scroll down to see the tax breakdowns per each item

(Optional) Assigning an item to an associate

If enabled for your business, you can assign an associate to an item in the order so that the sale for that item is attributed to the assigned associate.

Technical configuration

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

To enable this feature, see Using sales attribution for items.

To assign an item to an associate for sales attribution:

  1. Tap the item in the cart.

  2. Tap Assign associate and from the list that appears, select the associate that you want to attribute the sale of the item to.

    Note

    The list of associates displayed is based on the store that you are logged into during checkout. This list displays all associates who are assigned to the store and Enabled in Users in Omnichannel Manager. Associates that are Disabled in Omnichannel Manager are not displayed in the list. By default, no associate is assigned to items in the order.

    Note that the list also displays associates who are not logged into the store, but Enabled in Omnichannel Manager. Currently there is no way to prevent associates who are not logged into the store to be excluded from this list.

  3. The item in the cart screen also displays the name of the assigned associate under the item.

  4. To update the associate assignment, tap Edit assigned associate and reassign the item to another associate in the store.

  5. Continue with the rest of the checkout process.

Repeat the above steps for all the items in the order that need to be attributed to associates. If no assignment is made for any item in the order, the field is left blank in order export and other data reports. In such cases, the business assumes that the associate checking out the order performed the sale.