Working with carts

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

A shopping cart Commerce: A collection of products selected by a website customer, with the intention of completing a purchase. Also known as a shopping cart or basket. is created when a visitor clicks Add to cart for example on a product page. If needed, you can manually manage shopping carts from Order Management > Carts where you can view carts, and convert them into a purchase order Commerce: An order that has been registered and paid for. Typically, it has an associated purchase order number. or subscription. See also Shopping process flow.

Each shopping cart Commerce: A collection of products selected by a website customer, with the intention of completing a purchase. Also known as a shopping cart or basket. is unique and has its own ID. A customer can have only one cart open at a time. So, if the customer already has a cart open, the system redirects to the open cart.

When a cart's checkout is complete and payment is submitted, the cart is converted to an order. At that point, the cart disappears from the Carts list, and appears in the purchase order Commerce: An order that has been registered and paid for. Typically, it has an associated purchase order number. list.

Searching for carts

You can search for carts by customer name (partial match) or email address (exact match).

1. In the top left corner of the Order Management screen, click the Carts button.
2. In the Search by drop-down, select Search by Name or Search by Email.
• If you chose Search by Name, move to the Search box and begin entering the customer's first name. For example, if the customer name is Bryan Stephens, enter B, Br, or Bry. Press Enter to execute the search.
  • You can enter the entire name, but this takes longer.
  • As you enter more characters, you get fewer search results.
  • You cannot find a customer by entering the last name. To continue the example, you cannot find Bryan Stephens by entering Ste.



• If you chose Search by Email, enter the exact email address. Partial entries are not valid.
3. Carts that match your search criteria appear.

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

Open Cart dialog

You can also search for shopping carts from the Open Cart dialog:

1. Click Open Cart.

   

2. Select a market One or more countries, regions or customer groups, to which you want to apply languages, catalogs, currencies or promotions. The market features support targeted merchandising and personalization. for the cart.

   

3. Enter any part of the customer's name or email address. A list of matching customer names appears.
4. Select the customer.
5. The Cart Details screen opens.

   

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

• The form in the cart (See also: Structure of orders)
  • Shipments in each form
    • Shipping address. See Selecting a shipping address.
    • Shipping method Commerce: A set of information and rules that determine the shipping cost. Displayed on the front-end public site while a customer checks out an item from the shopping cart. The shipping fee is added to the total price of the purchase. A shipping method is mapped to a shipping provider visible to a back-end administrator in Commerce Manager. For example, when a customer picks "Ground Shipping," UPS (or another provider) may fulfill the shipment.
    • Line items in the shipment

      Changes to an item's quantity can update applicable discounts Commerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on. in real-time.

  • Discounts applied. See also: Viewing and editing discounts.
• Order total

Contact Details tab

• Customer name and email address

You can update customer information from the Cart Details tab by clicking the edit icon  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.

Editing 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.

Updating 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.

Adding a line item

To add a new line item:

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

   

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 Commerce: Stock keeping unit; corresponds to a purchasable product with specific characteristics. For example, a product line of shirts has individual variations/SKUs for sleeve size, color, and collar size., for example, 44477844.
   • All or part of the item name or description, for example, boot.

   

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.

Changing 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.

Deleting a line item

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

Selecting 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.

Deleting Carts

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

1. In the top left corner of the Order Management screen, click the Carts button.

2. In the first column on the left, select the checkbox for each cart you wish to delete.

3. In the top right corner, click Delete Selected.

4. Click OK to confirm that you wish to delete the selected cart(s).

Viewing and editing discounts

Discounts Commerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on. 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.

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.

Creating 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 Commerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on. for this purpose, enter a discount amount, and a coupon code. Then, train your CSRs Stands for "customer service representative"to use the code where appropriate to reduce the customer's cart total.

Adding 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 One or more countries, regions or customer groups, to which you want to apply languages, catalogs, currencies or promotions. The market features support targeted merchandising and personalization., 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.

   

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

   

5. Click 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 Converting a cart to a purchase order and Converting a cart to a subscription.