The Cart page displays the items added to the patient's cart. From this page, you can verify the patient's order, submit the items for packaging, apply coupons, and scan in more items if necessary.
To get to a patient's cart, go to the Queue page, find the patient, and click Fulfill. See Finding Checked-In Patients for more information.
In this article:
Scanning Items into the Cart
As an alternative to browsing the products menu, you can scan items into the cart:
Click Toggle Scan Mode to keep the scan field in focus.
Scan the item's barcode. The system will look up the code and add the item to the cart.
If the system does not begin looking up the code, press Enter or Return on the keyboard.
You must wait until the system is finished looking up the code before you can scan another.
When you have finished scanning in items, review the items added to the cart and adjust the quantities as necessary (see below).
Fulfilling an Item Order Added to the Cart
Use the drop-down menu under the item description to select the appropriate location you are pulling inventory from. This determines the packages you will be able select in the Item ID column.
If the drop-down menu is disabled, then you are required to submit items for packaging. Click Submit for packaging above the Cart Totals section to reserve the items for your packaging fulfillment center and stop here. For more information, see Using the Fulfillment Center Workflow.
Under Item ID, select the package you are pulling inventory from. If the item is weight-based, this selection populates the pricing weight field, which displays the increment at which inventory can be measured.
Enter the amount you are taking from the package. For weight-based items, the system automatically calculates the weight by multiplying the quantity by the pricing weight.
Click Update Cart.
If the amount of inventory pulled matches the amount ordered, a checkmark is displayed next to the line total.
If the amount of inventory pulled is less than the amount ordered, another row is added so you can select an additional package to pull more inventory from. Repeat steps 2 to 4.
Note: The system does not prevent you from over-fulfilling an order. Ensure the total amount of inventory matches the original requested amount.
If you are fulfilling the order as a staff member at a fulfillment center and need to release the order back to the main point of sale, click Release and inform the budtender the order is fulfilled. Then the budtender can perform the next step.
Once all item orders in the cart are fulfilled, review the cart totals and click PAYMENT / PRINTING to go to the Payment page.
Applying a Coupon
Click Fetch Coupons. The Coupon Name drop-down menu is populated with applicable coupons.
If the menu does not populate, it means no coupons are applicable to this order or customer. If this is unexpected, check that coupons have been properly set up, and that the customer is assigned to the appropriate customer group (if any).
From the Coupon Name drop-down menu, select the coupon to apply to the order.
If the coupon does not appear in the menu, it means it is not applicable to this order or customer. If this is unexpected, check that coupons have been properly set up, and that the customer is assigned to the appropriate customer group (if any).
If the coupon applies to a single line item, select the item from the Line Item drop-down menu.
If this menu is not displayed, the wrong coupon may have been selected, or the coupon may not be properly set up.
Click APPLY COUPON. The coupon is displayed in the Cart Totals section on the right side of the page and the Adjustments section at the bottom of the page.
If the discount amount is different than what was expected, the wrong coupon may have been selected, or the coupon may not be properly set up.
Applying a Reward
If the Reward Name field doesn't appear on the Fulfillment page, then rewards are either disabled or set as a payment tender in the Reward Settings. If rewards are set as a payment tender, points can be used on the Payment/Printing page as a form of payment toward the amount due.
Click Fetch Reward. The Reward Name drop-down menu is populated with applicable rewards.
If the menu does not populate, it means no rewards are applicable to this order or customer. If this is unexpected, check that rewards settings have been properly set up, and that the customer is assigned to the appropriate customer group (if any).
From the Reward Name drop-down menu, select the reward to apply to the order.
If the reward does not appear in the menu, it means it is not applicable to this order or customer. If this is unexpected, check that individual rewards have been properly set up, and that the customer is assigned to the appropriate customer group (if any).
If the reward applies to a single line item, select the item from the Line Item drop-down menu.
If this menu is not displayed, the wrong reward may have been selected, or the reward may not be properly set up.
Click Apply Reward. The reward is displayed in the Cart Totals section on the right side of the page and the Adjustments section at the bottom of the page.
If the discount amount is different than what was expected, the wrong reward may have been selected, or the reward may not be properly set up.
Applying a Manual Discount
In the Manual Discount section, enter the discount amount and select what the discount will apply to:
Items: The discount will apply to specific items in the cart. Another field will be displayed where you can select the items.
Order: The discount will apply to the overall subtotal.
Click Add Discount. The manual discount is displayed in the Adjustments section at the bottom of the page and applied to the cart total.