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 on 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 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.
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 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 the customer’s payment method.
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. Just Click Email Receipt to be led to this new window.
Please input the email address of the customer and press Continue 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.
