Magento Commerce 2.1.x

Managing a Shopping Cart

To begin an assisted shopping session, the customer must be logged into their account from the storefront to make the information available. If the customer doesn’t have an account, you can create one.

Shopping Cart in Customer Account

To offer assisted shopping:

1. In the Admin sidebar, tap Customers. Then, choose All Customers.
2. In the list, open the customer record in edit mode. To find the customer record in a hurry, use the Filters control.

In the customer profile under Personal Information, the Last Logged In date and time shows that the customer is currently online.

Customer Profile of Online Customer
3. In the button bar across the top of the page, tap Manage Shopping Cart to enter assisted shopping mode.

Assisted Shopping Mode
4. Use any of the following methods to add products to the cart.
5. To adjust the quantity ordered of any item, do the following:
a. In the Qty column of the product to be adjusted, enter the correct amount.
b. Click Update Items and Quantities.
6. To apply a coupon code to the cart, do the following:
a. In the Apply Coupon Code field, enter a valid coupon code.
b. Click the Apply () arrow.
7. When ready to place the order, tap Create Order.

The Create New Order page appears in the account, with the items in the cart, followed by the shipping and payment information.

8. Complete the shipping and payment information, and tap Submit Order. To learn more, see: Creating an Order.