Cart

Description

The Cart page lists the vital data for a particular shopping order. It lists the Customer Details, Cart Contents, Cart Summary, Fulfillment/Shipping, Payment Selection, Address, and Notes.

Customer Details

The Customer Detail area displays:

• Customer PO
• Customer Email
• Credit Limit (if applicable to customer)
• Credit Balance
• Available Credit

Cart Contents

The Cart Contents area displays all of the items that have been added to the Cart and can be displayed in List View or Grid View.

List View

The default display of the Cart Contents area is in List View and shows the following information:

• Item image (if client uses feature)
• Generic Name, Brand Equivalent, Manufacturer (hyperlink to Item Details page)
• Item Number, Category
• Description
• On-Hand (quantity), On Order (quantity), Soonest Exp. (date)
• Quantity (of Item in the current order; adjustable by user)
• Price (adjustable by user; default is the the Target Price)
• Remove from Cart (trash can icon)

Grid View

The Cart Contents area can also be displayed in Grid View. For additional information about the Grid View, please refer to Shop.

Search, Sort, and Filter

Users can search, sort, and filter the Cart Contents in the following ways:

• Search (keyword)
• Item Filters (multi-select dropdown):
  • All (default)
  • In Stock
  • Short Date
  • Previously Purchased
  • Favorite
• Sort By (dropdown)
  • Generic Description (A-Z)
  • Generic Description (Z-A)
  • Sold Units MTD
  • Previous Month Sold
  • Two Months Ago Sold
  • Revenue MTD
  • Previous Month Revenue
  • Two Months Ago Revenue
  • Unique Clients MTD
  • Unique Clients 3 Months
  • Previous Month Unique Clients
  • Two Months Ago Unique Clients
  • Unique Invoices MTD
  • Previous Month Unique Invoices
  • Two Months Ago Unique Invoices
  • Last Invoice (New – Old)
  • Last Invoice (Old – New)
  • Last Price (High – Low)
  • Created Date (New – Old)
  • Suggested
  • Popular
  • At Risk (High – Low)
• Item Category (dropdown; multi-select checkboxes; customizable)

Clear the cart by selecting “Clear Cart.”

Return to the Items page to continue shopping by selecting the “Continue Shopping” button.

Checks/Validations

To meet specific business requirements, Sales Managers and Administrators can tailor the shopping feature by setting up a series of checks that the shopping cart must pass. These validations ensure order accuracy and compliance with business rules. The checks that can be applied include:

• Enforcement of minimum pricing thresholds
• Verification against available quantities
• Special handling for heavy or oversized items
• Assurance that the order meets the minimum total amount criteria
• Limits on the quantity of items that can be ordered daily
• Checks for customers with existing credit holds
• Monitoring of customers' total outstanding balances against their credit limits.

These validations can be implemented in one of four distinct modes, providing different levels of restriction and oversight:

• Error Mode: This will flag specific items or the entire cart with an error, preventing the CRM user from submitting the order until the issue is resolved.
• Warning Mode: The user will receive a warning about specific items or the entire cart but will retain the ability to submit the order despite the highlighted issues.
• Warning with Hold Mode: In this mode, while the user can submit the order, it will be flagged and held back for approval by a sales manager due to the highlighted warnings.
• Off Mode: No validations will be performed, and the user will not receive any warnings or errors, allowing for unrestricted order submission.

These settings empower administrators to customize the order process in alignment with the company's business requirements.

Cart Adjustments

While in the cart, the following items can be entered or adjusted by the user:

• Quantity
• Price (default is the target price)
• Remove From Cart

Cart Summary

The Cart Summary area displays the following information:

• Items (number of)
• Discount (editable; set as dollar amount $ or percentage %)
• Subtotal
• Freight (editable; set as dollar amount)
• Tax
• Total

Fulfillment

The Fulfillment area displays shipping options and includes:

• Shipping Method (required; dropdown; customizable)
• Ship By (date selection)

Payment Selection

Payment Selection options can be customized based upon business needs. For more information, visit Payments.

Address

The Address area displays the Bill To and Ship To details for the customer and include:

• Address
• City
• State
• Zip code

Notes

Notes can be viewed/entered by selecting the down arrow to expand and include the following categories:

• Workd Note
• ERP Comment
• Delivery Note

Submit Order

To submit your order, select the “Submit Order” button.

Users may see Warnings in the Cart before checking out. After selecting the “Submit Order” button, a pop-up will be displayed with the list of item warnings. Warnings and Errors can be related to an Item or the Cart. Please refer to “Checks/Validations” above for further information. Users can choose to “Go Back” or “Submit Anyway.”

Link to Main Page

Main Page -- Shop