Merging or Combining POS Carts

Combine carts for Customers who have multiple open Carts

In a busy tasting environment, it can be challenging to know if a Customer already has a Cart/Tab open. This is an easy way to identify and merge Carts for the same Customer.

Scenario #1: Beginning with a NEW CART

1. Click the 'New' link at the top of the page to begin a new Cart.
   
2. Search for the Customer's name.
   
3. If the Customer you choose already has an open Cart on that POS Profile, and is assigned to the same Sales Associate, you will see a prompt.
   1. Selecting 'Add New Cart' will proceed with creating a new Cart as usual.
   2. Choosing 'Use Existing Cart' will direct you to the existing Cart without adding a new one.
      

Scenario #2: Beginning with an EXISTING GUEST CART

1. You already have an existing Guest Cart. Click the 'Add Customer' link.
   
2. Search for the applicable Customer.
   
3. If the Customer you choose already has an open Cart on that POS Profile, and is assigned to the same Sales Associate, you will see a prompt.
   1. Choosing 'Keep Carts Separate' will simply add the customer to the current (new) Cart without merging them.
   2. By selecting 'Combine Carts', the items from the initial Cart will be merged with the second Cart. The second Cart will be removed, resulting in a single consolidated Cart.