The Cococart POS will help your team streamline the sales process, improve customer service, and enhance overall store management. Here's how to get started:
Launch Cococart POS on your device. Learn more about how to install the POS from the App Store 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 catalog, read this article to learn how to add and manage products on the POS.
Automatically create a new order ticket by adding your customer's first product.
Add a product to a ticket by swiping through the category tabs on the left side of the screen.
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. The total of the item with the variations/customizations will be shown on the Add button too.
Add any custom notes to the order by typing them into the field below or by clicking the pencil icon at the top of the order list.
To edit, click on the line item to open the modal. To delete an item, swipe left on the line item from the order list, then select the red trash bin icon.
Edit:
Delete:
To charge customers, hit the Pay button.
Choose the customer’s payment method on the next screen.
If charging Cash, input the amount your customer pays. Enter the cash collected and click Paid. Change, if any, will be automatically calculated for you.
You also have the option to email receipts to your customers if they prefer a paperless transaction. Simply click "Email Receipt", and a new window will open. We've included a list of common email extensions to make entering email addresses quicker and easier. Click Send to proceed.
Optionally, you can add information such as Order Name or Fulfillment Type on this same screen. Order Name may be used to 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.
