The Cart

Edited

This document outlines how to add items to your cart, view cart contents, and incorporate cart items into sales records.

Adding Items to Cart

You can add items to your cart from several locations within the Hirepos system, including:

  • Items/Prices

  • Availability

  • Maintenance

To add items, look for the cart icon next to the items on these screens. In the case of the maintenance record screen, you will find the Sales button located towards the bottom of the screen.

Viewing Cart Contents

When items are present in your cart, a number will appear next to the cart icon in the main menu bar. This icon resembles a shopping trolley and is positioned on the right-hand side of the main menu strip.

To view the contents of your cart, simply click on the cart icon. This action will direct you to a list displaying your cart contents, complete with images. From this screen, you also have the option to empty your cart if needed.

Adding Cart Items to Sales Records

There are two methods to add cart items to a sales record. Ensure that you have items in your cart before proceeding with the following steps:

Adding to an Existing Sales Record

  1. Edit an existing sales record.

  2. Click the grey square to the left of an empty row on the invoice to open the popup menu.

  3. Select "Add From Cart." The Cart popup will appear.

  4. Uncheck any irrelevant items on the left side of the popup.

  5. Click "Add Cart" (or "Add Cart/Empty" to clear the cart).

Adding to a New Sales Record

  1. Add items to your cart.

  2. Navigate to Sales/Hire > Customer Overview.

  3. Locate or create the desired customer.

  4. Check the "Add Cart" checkbox under the New (Quote/Booking/Invoice) button.

  5. Optionally, select the "Empty Cart after adding" checkbox.

  6. Click on the New Invoice or relevant button to generate a new sales record. The cart contents will be automatically added to the new record.

By following these steps, you can effectively utilize the cart feature in Hirepos to manage your items and streamline your sales process.