Introduction

Most transactions take place in the Shopping Cart. This includes making pre-payments, checking out reservations, selling packages and retail items, and taking payment for previous balances. Discounts can be applied in the Cart using Coupons. Arbitrary charges and tips can be applied using Open Line Items.

Important:  Only one cart session per user should be active at one time to prevent errors at check out. Any owners that are not checking out immediately should be removed from the cart before processing other cart transactions.

Helpful Hints

• You cannot edit unit prices for Reservations in the shopping cart Prices for Reservations can only be modified using Coupons or automated Pricing Rules.
  
  
• You can edit the price of Additional Services. However, you cannot edit the number of services in the cart. This is because the invoice would not match with your records for the reservation.
  
  
• For package-only transactions (the sale of a package), you must select an Owner. It's important to ensure that the correct owner is selected when processing a sale of a package. If the wrong owner is selected, you will have to refund or void the original transaction and perform a new transaction for the correct owner.
  
  
• For retail item only transactions, it is not required to select an owner but you can optionally select an Owner in the Check Out panel. Be careful to select the correct owner to associate the transaction with. For best results, we do recommend using a dummy Owner Account that you can name "Walk-In Transactions" for example.

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