All Collections
Point of Sale (POS) App
How do I add sales to Cococart POS?
How do I add sales to Cococart POS?

Most of your time on Cococart POS will be spent recording in-store sales. Learn the basics of adding sales and orders.

C
Written by Cococart Team
Updated over a week ago

You or your staff will spend the bulk of your time adding in-store sales using Cococart POS. Here’s how to get started.

Launch Cococart POS on your device. As of publishing, Cococart POS is a beta app running on Testflight through iPadOS or MacOS (Apple Silicon). Learn more about using Cococart POS on Testflight here.

After logging in to your Cococart account in the app, you will immediately see your product catalog.

If you don’t have an existing Cococart account, read this article to learn how to add and manage products on the POS.

Automatically create a new order ticket by adding the first product that your customer orders. Add a product to a ticket either by swiping through the category tabs at the top.

Alternatively, use the search function on the POS to find any products fast.

Products that do not have any variants or customizations will automatically be added to the order list in the right sidebar.

On the other hand, products with variations or add-ons will open a modal, where you can select any required or optional customizations that go with the order. Once you've added all customizations, tap Add to order.

Add any custom notes to the order by clicking the pencil icon at the top of the order list.

To edit an order, swipe left on the line item from the order list then select Edit. To delete, swipe left on the line item then select Delete.

To charge customers, hit the Pay button.

Choose customer’s payment method.

If charging Cash, input the amount your customer pays. Change, if any, will be automatically calculated for you.

Optionally, you can add information such as Order Name or Fulfillment Type on this same screen. Order Name may be used for help you identify or locate customers before serving.

When you mark the order as paid, it will show up in the Orders tab on the POS, and you can start adding a new order instantly.

Did this answer your question?