Carts

  • Updated

This topic describes how to work with carts on the Order Management screen.

A shopping cart is created when a visitor clicks Add to cart, such as on a product page. You can manually manage shopping carts from Order Management > Carts where you can view carts and convert them into a purchase order or subscription. See also Shopping process flow.

Each shopping cart is unique and has its own ID. A customer can have only one cart open at a time. If the customer already has a cart open, the system redirects to the open cart.

When a cart's checkout is complete with a submitted payment, the cart becomes an order, disappears from the Carts list and appears in the Orders list.

The Order Management screen initially lists all shopping carts in reverse numerical order. Scan the screen to find the cart you are interested in.

Filtering carts

You can filter carts by search, Created On timeframe, or Market.

Filter by customer name or email

You can search for carts by customer name (partial match) or email address (exact match). Go to the Search box and begin entering the customer's first name or exact email address. Use % to search for any consecutive string of letters or numbers. Press Enter to execute the search.

For example, if the customer name is Bryan Stephens, enter B, Br, or Bry. If you want to search for the last name, you can type %ste, and you will start to see results with that string of letters. The results become more refined as you enter more characters.

CartsOrderManagement.png

Created on

You can also filter the Order Management screen using the Created On filter. 

This filter gives you options to filter by a specific Start Date and End Date, or you can use one of the following options:

  • Anytime
  • Today
  • This Week
  • Last 7 days
  • This Month
  • Last 30 days
  • Custom

Click Apply to see the results with your filter.

CreatedOnFilter_OrderManagement.png

Market

You can also filter the carts by market. You can select Any (default), Default Market, or a specific market such as USA, Australia or Germany.

Viewing a cart

The Cart Details screen shows the following information about the selected shopping cart. After viewing this information, you can edit the cart's details.

Information at the top of the screen:

  • Cart name
  • Market and currency
  • Customer name
  • Total amount of charges
  • Cart status

Summary tab

  • Cart number
  • Cart created date
  • Order level discount amount
  • Total amount of charges
  • Currency and market

Form Details tab

Contact Details tab

  • Customer name and email address

You can update customer information from the Cart Details tab by clicking the edit icon edit next to Customer Information. See Viewing and updating customer information.

Notes tab

You can add notes associated with both carts, orders, and subscriptions. Notes are listed by creation date under the Notes tab, where you can access details like description and note creator.

notescarts.png

Edit carts

If you edit a cart's line items, its total is recalculated. Also, if the edits affect applicable discounts for the cart, the Discounts display changes.

Update market and currency

Near the top of the screen, you can change a cart's Market and Currency. Note that changing these values may affect other order information, for example, an item's price, available shipping methods, available promotions, and so on.

Add a line item

To add a new line item:

  1. Select the cart.
  2. Click the Form Details tab.

    formdetails.png

  3. Click Add Line Items on the left side of the screen.
  4. A search window appears. Enter a search phrase of three or more characters. Examples:
    • The entire SKU, for example, 44477844.
    • All or part of the item name or description, for example, boot.

    addlineitem.png

  5. Search results appear. Select the line item you want to add.

    If the item already exists in the cart, a cart icon with the previously-ordered quantity appears in search results.

    To view detailed information of the line item, click More Details. The respective product page on your e-commerce website opens in a new tab.

  6. Enter a quantity.

    If the item already existed in this cart, the new quantity is added to the existing quantity. A new line item is not created.

  7. Click Add Line Item.

Change a line item's quantity

To change a line item’s quantity by a few nearby numbers (for example, from 2 to 4), use the up/down arrows next to the quantity.

To change quantity by a large amount (for example, from 2 to 50), it is quicker to select the quantity then type in a new one.

Delete a line item

To delete a line item, click the item's context menu then Delete.

Select a shipping address

Every shipment needs a shipping address. On the Cart Details screen, it appears below the customer information and above the line items.

If a customer has several shipping addresses, use search to find the correct one. You can also enter a new shipping address.

Addresses are stored in and editable from the Contact Details screen's Address book tab.

Delete carts

If needed, you can delete one or more carts on the Order Management screen.

Warning: Deleting a cart removes its record from the system.
  1. Select the checkbox for the cart you wish to delete. If you have multiple pages, you can continue selecting carts on each page.
  2. Click Delete.
  3. Click Delete to confirm that you wish to delete the selected cart(s).

DeleteMultiple_Carts.png

View and edit discounts

Discounts are applied to a cart or line items if their conditions are met. For example, a discount stipulates a $10 reduction for a cart whose total that exceeds $100. As soon as that is true, the $10 discount appears under Discounts, and the cart total is adjusted.

discounts_thumb_0_500.png

Discount codes

A discount code is an additional criterion that you can apply to any discount. For example, customers who enter discount code CouponABC during checkout receive 10% off the cart total.

A cart's submitted discount codes appear above the discount list. You can also manually add discount codes to a cart. If a code that you enter satisfies an item's or order's business logic, the discount amount is deducted from the cart total.

For example, men's shoes are 20% off if the customer enters the discount code Shoes when submitting the order. If a customer places a pair of men's shoes in a cart then enters coupon code Shoes, 20% is deducted and displayed in the Discounts area.

Create discount codes for customer appreciation

You can create a discount that allows customer service representatives to apply refunds to customer carts for loyalty, compensation for problems, and so on. To do this, create a discount for this purpose, enter a discount amount, and a coupon code. Then, train your CSRsto use the code where appropriate to reduce the customer's cart total.

Add a new customer and cart

You can create a new customer and his or her cart from the Order Management screen. Note that if a customer already has a cart for a market, you cannot create another cart for that market.

  1. Click Open cart. The Open cart dialog box appears.
  2. Select a market for the cart.
  3. Click New Customer.

    Image: New Customer

  4. Enter the name, email, and Customer Group information and click Save Customer.

    Image: Create Contact

  5. Click Create a cart.

    Image: Create a cart

  6. The Cart Details screen appears. To learn about working with the cart, see Viewing a cart and Editing carts.

See also Convert a cart to a purchase order and Convert a cart to a subscription.