Access a cart in the Register by selecting a checked-in guest or Anonymous Guest in the guest list. When viewing a cart, you'll see the following buttons for common actions:

You can also edit the transaction reference number to add a quick reference or other information about the transaction (such as for exchanges). These references are searchable in the guest list and appear on the Closing report. 

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Click the ellipsis (...) button to view more actions. You may have more or fewer options than those listed below based on your configuration.

Action Description
Discounts View discounts already applied, or enter or scan a discount code.
Apply loyalty Apply the customer's accrued loyalty points to the transaction. Learn more.
Journal Add notes about the guest that you want to save to their profile.
Transaction notes Add notes about the transaction.
Back date Manually change the date of the transaction for reporting purposes
Fees and donations  Apply any extra fees required with purchase or any donations the guest opts into. Learn more.
Clear cart Removes all items from the cart and makes inventory available. 
Cancel order

Cancels the order and removes it from the Guest List. Any inventory attached to the order will be available again.

Because most orders are paid at the time of pickup or delivery, canceling an order usually does not require issuing a refund. 

If a customer selected Pay by Bank as their payment method on Dutchie Ecommerce or a Pay by Bank payment was attempted in-store and the order was later canceled, the customer may see a pending ACH charge on their account temporarily. This pending charge will disappear within a few business days, and the payment will not be posted to their account. Pay by Bank payments only post to a customer's account for completed transactions.

If a canceled order was pre-paid through a third-party payment provider, work with your payment provider to manually refund a canceled pre-paid order.

 

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