Configuring and Customizing Cart Options in Point of Sale

Add features that appear on the right side panel of the POS app, such as overrides, void cart, tax-exempt, and so on.

Prerequisites

Modern POS App Build: 7.7.1 later
Platform Support: iPad, iPhone (iPhone support from 7.14.5 or greater)
Offline Support: 7.13.5 and later

Set Up Point of Sale CMS for Custom Cart Options

Add and configure features in Point of Sale CMS that will appear on the right side panel of the Point of Sale (POS) app.

Creating & Assigning Cart Options Layout

In CMS, go to Layouts > Layout Pages.
Select Add From Template > Cart Options.
Configure the layout and save your changes.
Assign the layout to an app configuration by going to Apps > {edit app config} > Modules > Cart > Cart Options Layout.
Select the layout and save your changes.

Advanced Cart Options Layout

Advanced Cart Options allows you to add more cart options on the POS app.

In CMS, go to Layouts > Layout Pages.
Select Add From Template > Cart Options.
Configure the layout and save your changes.
Assign the layout to an app configuration by going to Apps > {edit app config} > Modules > Cart > Advanced Cart Options Layout.
Select the layout and save your changes.
Configure the Advanced cell in the Cart Options Layout as an Advanced Cart Options Layout. Deep Link Picker > More > Advanced Cart Options.

Configure Cart Options Deep Links

The table lists the deep links available to configure on the layout.

Deep Link	Definition
Add Product Not on File	Adds products not on file
Custom Order	Displays the custom order screen
Loyalty Lookup	Displays the Loyalty lookup screen
Override Tax	Displays the override tax screen
Product Lookup	Displays the product lookup screen
Sales Attribution	Displays the sales attribution screen
Set Cash Tender	Displays the cash tender configuration screen
Set Check Tender	Displays the check tender configuration screen
Set Credit Card Tender	Displays the credit card configuration screen
Set Finance Tender	Displays the finance configuration screen
Set Gift Card Tender	Displays the gift card configuration screen
Set Miscellaneous Tender	Displays the miscellaneous configuration screen
Set Reward Tender	Displays the reward configuration screen
Set Store Credit Tender	Displays the tender type to store credit
Set Transaction Discount	Displays the transaction discount configuration screen
Set WeChat Pay Tender	Displays the WeChat pay tender configuration screen
Start Loyalty Reward Payment	Applies to the Loyalty Reward payment
Start In-Store Pay By Link	Send the in-store pay-by link
Start Loyalty Reward Payment	Displays the interface for the Loyalty rewards screen
Start Multi-Tender Flow	Starts the multitender flow
Start Remote Pay By Link	Starts the remote pay by link
Start Standalone Transaction	Starts the standalone transaction
Tax Exempt	Displays the tax exemption screen
Void Cart Before Tendering	Voids cart before tendering
Employee Discount	Displays an interstitial that allows the user to add an employee discount
Create Quote From Cart	Creates quotes directly from the cart

Configure Cart Session Timeout

If items are in the cart and the POS app isn't used, they'll be removed from the Salesforce backend and can't be used by the user. Sessions can be configured in the CMS in App Config and Store Settings.

Note The app config session time always overrides the store settings session time if it's set to less than 3600 seconds.

App Config

Go to Apps > Store.
Edit a selected app config.
Go to Modules > Settings.
Turn on Enable Session Timeout, and enter the timeout in seconds.

Store Settings

Go to Store Management > Store Settings > Transaction.
Under Cart Session Expiry Duration In Seconds (cartSessionExpiryDurationInSeconds), enter the time in seconds. If this setting isn't configured, the time defaults to an hour (3600 seconds).

Other Cart Options

There are additional settings available to customize the cart's behavior. Next are some examples:

Setting	Definition
Maximum Quantity Allowed Per Product (MaxProductCount)	Setting specifies the maximum quantity allowed for each unique product in the cart. For example, if set to 5, it limits each distinct product to a maximum of 5 units in the cart.
Max Number of Items Allowed to Be Checked out in a Single Transaction (maxTotalQuantityAllowedInCart)	Setting determines the maximum total quantity of all products combined that can be in the cart for a single transaction. If set to 10, it limits the total number of all products in the cart to not exceed 10 units, no matter how many individual products are in the cart.

View Custom Cart Options in Point of Sale

Access and configure customer information layouts for custom cart options in the POS app.

Cart Options

Cart Options can be seen on the right side of the Cart screen.

The Cart screen in the POS app.

Advanced Cart Options

Advanced Cart Options can be seen by tapping on the Advanced tile.

The Advanced Cart Options window with a group of advanced option tiles in the POS app.

Void Cart

If the Void Cart Before Tendering deep link is configured, store associates can cancel an order by tapping on the deep link. A Reason Code is required to complete the action.

THe POS app with the Void Cart option on the right side.

Tip Point of Sale's Void Cart Webhook can send real-time details if a cart is voided to an external system. Learn More