Summary

Most transactions in Gingr happen in the Shopping Cart. You use it to take pre-payments, check out reservations, sell packages and retail items, and collect payment on past balances.

What This Does

You can apply discounts in the cart with Coupons. You can add arbitrary charges and tips with Open Line Items.

Important: Keep only one cart session active per user at a time. This prevents errors at checkout. Remove any owners who are not checking out right away from the cart before you process other cart transactions.

Helpful Hints

• You cannot edit unit prices for Reservations in the cart. You can change reservation prices only with Coupons or automated Pricing Rules.
• You can edit the price of Additional Services. You cannot edit the number of services in the cart, because the invoice would not match your records for the reservation.
• For package-only transactions, you must select an owner. Make sure you pick the right owner. If you pick the wrong one, you must refund or void the original transaction and run a new one for the right owner.
• For retail item only transactions, you do not have to select an owner. You can pick one in the Check Out panel. Be careful to pick the right owner. For best results, make a dummy owner account, such as "Walk-In Transactions."

Video Tour

Topics

• Add Reservations to the Cart How-To
• Retrieve the Cart How-To
• Hide Icons from the Cart How-To
• View Charge Details How-To
• Edit the Checkout Date How-To
• Edit Prices for Services How-To
• Pay a Past Due Balance How-To