Checkout Process
The checkout process in Swift POS handles everything from adding items to the cart through to order completion. This page covers the full workflow and available options.
Cart Management
The cart panel on the right side of the POS screen shows all items in the current order. You can:
- Add items by clicking products in the grid, scanning barcodes, or searching by name
- Adjust quantities using the +/- buttons next to each item
- Remove items by setting the quantity to zero or clicking the remove button
- Clear the cart to start fresh
If a product has variants (e.g., size or color), a variant selector appears when you add it.
Customer Selection
Attach a customer to the order by clicking the customer icon (or pressing F2). You can search existing Shopify customers or create a new one on the spot. Linking a customer enables:
- Order history tracking on their profile
- Loyalty points accumulation (if enabled)
- Auto-applied group discounts
- Receipt delivery to their preferred channel
Discounts
Apply discounts before placing the order:
- Promo codes -- enter a code to validate against Shopify discount rules
- Custom discounts -- percentage or fixed amount (role-gated, see Discounts)
- Auto discounts -- Shopify automatic discounts that apply when conditions are met
Order Options
Before placing the order, you can configure:
| Option | Description |
|---|---|
| Order notes | Free-text notes attached to the order |
| Order tags | Comma-separated tags for filtering and organization |
| PO number | Purchase order reference number |
| Tax exempt | Toggle to exempt the order from tax |
| Shipping address | Set or override the shipping address |
| Custom fields | Additional fields configured in Settings (Pro plan) |
Placing the Order
Click Place Order or press F8 to proceed to payment. Select a payment method to complete the transaction. Once payment is confirmed, the order is created in Shopify and a receipt is generated.
If you need to serve another customer first, park the cart instead of placing the order. The cart is saved and can be retrieved later.