How to serve multiple customers effectively with saved carts

Being a store employee is essential. It can be challenging to serve multiple customers at once if you have a small team or a large number of customers.

Even if staff can manage multiple customers at once, they often need to re-enter customer’s items into the POS system at checkout in order to complete the transaction. This results in a repetitive checkout experience that is inefficient for both customers and staff.

This is where saving carts in ShopifyPOS come in handy. It’s the easiest way to track multiple customers’ orders.

Shopify merchants can save and retrieve carts easily to serve multiple customers quickly, make checkouts run smoothly, and even turn abandoned store sales into revenue.

What is a saved cart?

The store staff can save customers’ carts and later retrieve them. The store staff can save cart to make checkout faster and convert more no-shows to sales.

Store staff can save carts to help them serve multiple customers at once. They can quickly switch between saved carts and pick up where they left off to close sales. If a customer leaves the shop and does not return, staff can email the cart. Staff are credited with the sale if the customer makes a purchase via email.

Staff can save time by using saving carts to serve multiple customers at once and complete checkouts without having to re-enter items in the POS system.

Store owners can save carts to collect customer contact information. Staff can create customer profiles, which include the customer’s name and contact information, including their phone number and email address, and associate them to the saved shopping cart. It makes it easy to locate a customer’s saved shopping cart when they return to make their purchase. This helps merchants increase their email list, boost remarketing campaigns and increase revenue.


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customers have the option to save their carts for greater flexibility. Customers can shop in other shops, take their time, and if they do decide to purchase, their order will be ready for them. Once items have been placed in a cart by a buyer, they are considered to have reserved inventory and cannot be purchased until that cart has cleared.

This makes cart retrieval and saving an integral part of every merchant’s in-store workflow. It can help you market while also improving customer service, checkout efficiency and store conversions.

What are the advantages of saving carts?

Retailers with small staffs or customers who have a lot of customers can save carts in their Shopify PO and retrieve them later. This allows for faster checkout and gives shoppers more flexibility. The customer can go out and return later knowing that their order has been processed and that the items have not been sold.

Let’s look at the many benefits that retrieving and saving carts offer you and your customers.

Keep your checkout moving quickly

You can save and retrieve carts to help speed up checkout.

Staff can save and retrieve carts to avoid losing order details or spending time looking for products and entering them into the cart at checkout.

Let’s suppose the customer you are checking out loses their wallet or needs another item. Instead of waiting for them to return and keeping the line up, save their cart and check out the next person. Then, when they return, grab the cart.

So you can quickly complete your checkout, the order details, including items, discounts, promotions, notes and total, are saved.

Allow indecisive shoppers to take more time

You can save your cart to ensure that you are ready for when a customer comes back.

The staff at the store can fill the shopper’s cart with the items that interest them, save it and return it to the shop when the shopper returns. So you don’t have to ask the customer what items they want and then add them again to the cart, all items will be available.

Small teams can do more

Switching conversations can make it difficult to track which products were being requested by customers when you are serving multiple customers at once. Small retail shops often have to serve multiple customers at once. Saving carts make it easier for them to make mistakes and provide efficient customer service.

Instead of relying on handwritten notes or memory, staff members can create a cart with the items that a customer is interested in and save it for future use.

Increase store revenues

Combining with Shopify’s Send Cart feature, you can convert more no-shows to sales by saving carts

To convert more no-shows into purchases and increase your store’s revenues, send saved carts by email to shoppers.

Store staff can save carts and email them to customers, rather than losing the sale. The email will be sent to the customer and the staff member who sent it gets credit for closing the sale.

How carts can be saved

You now know the benefits of cart saving and retrieval, so let’s take a look at how it works in just four steps.

  • Add products to your cart
  • To the order, add the profile of the customer
  • Register the cart
  • Retrieve and view the saved cart
  • Complete checkout by making payment

1. Add products to the cart of the customer

Shopify POS staff will add the products to the cart once the shopper has found the product they are interested in. This is just like a traditional sale.

2. Add the profile of the customer to the cart

It is a good idea to attach the customer’s profile directly to the cart. Store staff can quickly search the cart name to locate the order when the customer returns.

Attaching a customer profile (or cart) to a customer allows staff to send the cart directly to their email address, and possibly close the sale if the customer does not return to finish their purchase.

You can search for the profile if the customer has one already from the Shopify POS homepage. You can search for the customer’s profile if they do not have one. Create one and collect their contact information. Assemble it with your order.


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3. Register the cart

After the customer’s profile is associated with the order the store staff can choose Save cart by clicking Other actions from the cart screen. The carts are saved to the POS terminal so that staff can log into the app and view saved carts on any smartphone or tablet with Shopify POS installed.


You can save the cart and serve another customer. Later, you will be able to retrieve it.

4. Retrieve and view the saved cart

You can view all carts that you have saved by selecting View saved Carts on the Shopify POS homepage. Here you can see all carts that were saved in the last 24 hours, as well as the customer associated with each cart and the date they were saved.


Select the cart that you wish to see and retrieve it.


5. Complete checkout by making payment

Once the customer is ready for payment, proceed to checkout.


Use saved carts: Tips

We now know how Shopify POS saves and retrieves carts. Let’s look at some tips for using them efficiently and maximising store revenue.

Connect customer profiles to carts

Saving carts have the greatest benefit of closing sales even when the customer leaves. You will need the contact information of the customer to set up this opportunity.

To make it easier for customers to return, add their name and contact information in the cart. To close the sale, you can send the cart to the customer’s email address if they don’t return to complete their purchase.

Ask the customer to save their cart and share their name, contact information so that staff can retrieve it when they return. This allows for faster checkout if customers return. Store staff can also send the cart via email to customers who don’t come back to the store.

Add a Save Cart Tile to Your Shopify POS Home Screen

You can speed up the service of shoppers returning to your store to make their purchases by adding a shortcut on your Shopify POS home screen.

Instead of searching manually for orders, store staff can add a view saved carts tile on their home screen to help them find and complete orders faster.


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Download complimentary checkout apps

Customers who return to the store to complete their purchase have the opportunity to ask staff for complementary items, which can increase the value of the sale.

We recommend apps such as Marsello and Frequently Purchased Together to make this easier. These apps will allow store staff to see similar products at the checkout screen. This makes it easier than ever for them to make better recommendations and increase order value.

Clear all saved carts at each end of every shift

Shopify POS saves carts for 24 hours. We recommend that staff at stores clear saved carts at each end of their shifts to ensure that as many carts are converted into revenue as possible.

Clear your saved carts and send them to customers using Shopify POS email. The email cart sender will be credited in Shopify’s staff reports for the sale. This will allow your staff to maximize their earnings potential by getting a commission on every sale they make.


PRO TIP Shopify POS’ Send cart feature can be used to recover store sales abandoned and increase store conversions. Staff can add items to customers’ carts, email them the item, and receive credit for the sale.

Save carts to speed up checkout and increase store sales

Customers love to shop in person because they can interact with the staff and products before making a decision. However, if your retail team is smaller or you serve a lot of customers, it may not be possible to provide one-to-one service.

The ability to save and retrieve carts makes it easy for store staff to serve multiple customers at once. It also allows them to keep track of what they are interested in, without having the need for memory. This makes it easier for shoppers and store staff to check out.

You can also save carts to boost your sales and marketing efforts. To build your email list, collect customer contact information by saving carts. You can also use Shopify’s send cart feature for conversion of unrealized saved carts to sales.


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