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Checkout Workflows

Follow the work from a customer’s first request to the end of the sale.

Illustrative photo of a small-business checkout counter
Illustrative photo of a small-business checkout counter

Walk Through A Typical Sale

Start with what a customer places on the counter. Follow the steps to locate the items, review quantities, and confirm what the customer is buying. Record the steps that feel natural and the ones staff pause to complete.

Illustrative photo of a small-business checkout counter

Review A Common Adjustment

A customer may add an item, ask about a different size, or change their mind. Pick one adjustment that comes up on a normal shift and practice how the associate can keep the order clear.

See Products & Pricing
Illustrative photo of a small-business checkout counter

Make Totals Easy To Check

Show the final basket and the total before you move to payment. This gives the customer and the team a chance to spot a missing item or quantity while it is still easy to address.

Illustrative photo of a small-business checkout counter

Keep Handoffs Clear

When someone else finishes a transaction, decide how they will identify the correct order and see what has already happened. Talk through the handoff with both people involved.

Illustrative photo of a small-business checkout counter

Try A Counter Scenario

Bring one example of a straightforward sale and one with an adjustment. Use both when asking the business about checkout and the tools available with a plan.

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