The Express Cart feature is used to take payments for the same item from many customers. This feature was designed for high-volume, repetitive payment processing to save payment processing time.
| • | The Express Cart button is enabled after the initial purchase of an item and shows only the item information for the last item placed in the cart from the last purchase. For example, a walk-in customer purchases several items and the last item placed in the cart is for band tickets. When you click on Express Cart for the second customer, the item band tickets automatically appears on the Edit Item screen. However, if a third customer purchases band tickets and then a sweatshirt as the last item in the cart, the sweatshirt becomes the item that appears for the fourth customer if you click the Express Cart button. |
| • | If you log out of the Dashboard and then log back in to make a purchase, the Express Cart button is disabled until the first purchase is made. |
Take the first purchase:
Use one of the following procedures:
Take subsequent purchases with the Express Cart option:
| 1. | After completing the first order, click New Order to go to Order Entry—Customer. |
| 2. | Skip or select contact information: |
| a) | Skip customer contact information: Click Express Contact at the bottom of the screen. Go to step 3. |
| b) | Use current customer contact information: Scroll through the list to find the customer or search for the customer's contact information by typing the beginning letter(s) of the customer's first or last name in the appropriate field at the bottom. Customer names that match appear in the Search for existing contacts screen. Highlight the customer name and click Select or double-click on the customer name to display the Account Information for the customer. |
| c) | Create a new customer: If you search for a customer and can't find them in the list of existing contacts, click Create New Customer. The Account Information screen appears. Enter the customer's contact information. |
| 3. | At the Order Entry—Shopping Cart screen, click Express Cart. The Edit Item screen automatically appears for the last item placed in the cart for the last purchase. Enter the desired quantity and additional information if requested. Click Save. The Order Entry—Shopping Cart appears on the screen. |
| 4. | Do the following, depending on the payment type: |
| a) | Swipe the customer's credit card through the card reader, making sure the magnetic strip on the credit card faces the light on the card reader. |
| b) | Swiping the credit card automatically displays the receipt with a signature line and the Print dialog box. Enter 2 in the Number of Copies field and click Print to print one copy for the customer to sign for your records and one copy for the customer to keep for their records. |
Type the payment information in the payment screen: Credit Card Number, Cardholder Name, and Expiration Month and Year.
| 5. | A message appears indicating that the order was placed successfully. Click New Order to take the next payment. |
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Related Topics
Order Entry - Introduction
Order Entry Technical Requirements
Order Entry Access
Order Entry Item Guidelines
Building/Editing an Order Entry Item
Setting Up the Card Reader
Using the Card Reader
Taking Express Payments
Taking a Payment Linked to a Customer Contact
Taking High-Volume Payments with Express Cart
(Payments either linked to a contact or not linked to a contact)
Managing Order Entry Customer Contact Information
How a Web Store Customer Looks Up Their Account
(Web Store and Order Entry purchases)
Dashboard Reports
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