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How to create and manage Checkouts
How to create and manage Checkouts
Updated over 3 weeks ago

Definition

There is a difference between a Checkout and an Order. In fact, think of the checkout as a basket, before it becomes an order.

A checkout is different from an order as it represents the hypothetical moment when a customer picks up items until he really makes the purchase.

πŸ‘€ Tip: A basket can remain open indefinitely and will be kept as a draft. Stock will only be allocated at checkout.

⚠️ Important: Stock movements will appear only once the checkout is submitted as an order.

Checkout properties

A checkout has the following fields:

  • Customer

  • Listings items

  • Shipping costs

  • Payment methods and amounts

  • Discounts & Vouchers

  • A note

Create a checkout

To create a new checkout:

  1. Click on Checkouts from left Main menu

  2. Select Create a New checkout from top page, to create a new checkout

  3. Fill out your checkout informations

  4. Click Submit order to finalize

πŸ‘€ Tip: It is possible to simultaneously create multiple checkouts by click Create new checkout in the top right corner to add a new checkout.

Edit a checkout

Add a note

You can add a note in the checkout to record any information you need for later. That note will be available in the order.

Add a Payment Method

You can add multiple payment methods in a checkout. The amount of it can be anything, even a partial amount.

πŸ“ Note: The remaining amount to pay, is visible from checkouts Payment Methods top section.

Assign a customer

You can assign a checkout to a customer directly from your customer database, or add a new one by clicking on the "Create a user" button.

πŸ“ Note: If you submit a checkout without assigned customer, you can always do it later from the order page.

Search and add listings

Add listings and products to your checkout by searching or scanning them with a barcode reader. You can search by artist name, release name, release ID number, or catalog number.

If you have set up your own sticker with barcode, it is necessary that the barcode references the listing_id in order to scan correctly and automatically add to the checkout.

πŸ‘€ Tip: Read more about stickers in our Guide.

Edit listings, quantity and prices

To sell multiple quantities of a listing, fill in the Qty field with the proper amount. The amount of listings remaining in stock is shown under that field.

πŸ“ Note: If you're selling your last copy of a listing, it is mentioned under the Quantity field.

Edit the unit price under the Price field.

πŸ‘€ Tip: To apply a direct discount without a voucher, you can edit items prices from a Checkout Page.

To remove a listing from the sales, click "Delete"

Add Shipping Cost

Add your estimated shipping costs manually. Change the value in the field to update it from a Checkout page.

πŸ“ Note: If you don't set them up in checkout, shipping costs are estimated automatically according to your shipping preferences.

Apply a Voucher

You can look for a specific voucher in this field:

  1. Search code from Apply a coupon discount section

  2. Select a Voucher from dropdown menu to apply

πŸ‘€ Tip: If you select a customer who has vouchers assignated, the available vouchers for that user will be proposed in this field.

You can remove a voucher by clicking on remove. You can also remove a voucher later as long as the order status is open.

⚠️ Reminder:Vouchers don't apply to shipping costs!

To know more about how vouchers work, visit the section:

Vouchers > Generate Vouchers

Submit a checkout

Once your checkout is ready and can be turned into an order, click Submit order in the bottom right corner. If you're not done with that checkout, leave it open and the information will be saved until it is ready to be converted into an order.

Checkouts are mainly made for In-Shop use when using Common Ground as POS to submit new orders manually.

πŸ“ Note: A checkout can be turned into locked order from the Order page. Learn more about Orders from our Guide.

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