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.
|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.
|3.||In the button bar across the top of the page, tap Manage Shopping Cart to enter assisted shopping mode.|
|4.||Use any of the following methods to add products to the cart.|
|1.||Expand the Products section.|
|2.||To find a product, use any of the filters at the top of each column. Then, tap Search.|
Add a Simple Product
|a.||Click the product that you want to order. The record is selected, and the default Quantity of 1 is entered. If necessary, update the quanity ordered.|
|b.||On the left above the grid, tap Add selections to my cart.|
The line item is added to the Shopping Cart at the top of the page.
Add a Configurable Product
|1.||In the grid, click Configure.|
|2.||Under Associated Products, choose each product option to describe the item to be ordered. Then, enter the Quantity.|
The product is selected with a checkmark, and the quantity ordered appears in the grid.
|4.||To add the product to the cart, tap Add selections to my cart.|
|5.||If you need to update the options after the product has been added to the cart, tap Configure. Then, update the options and tap OK.|
|1.||Expand the Add to Shopping Cart by SKU section. Then, use of the following methods to add products to your cart.|
Add Items Individually
|a.||Enter the SKU and Qty of the item to be ordered.|
|b.||To order another product, tap Add another.|
|c.||Tap Add selections to my cart.|
|d.||If the item is a configurable product, choose the product options when prompted. Then, tap Add to Shopping Cart.|
Upload CSV File
|1.||Before you begin, prepare a csv file with the items to be added to the cart. The file must contain only two columns, with “sku” and “qty” in the header.|
|1.||Tap Choose File.|
|2.||Select the file to be uploaded from your directory.|
Items can be transferred to the cart from the customer’s wish list, recently viewed, compared, or ordered items. The number of items in each section appears in parentheses after the section header.
|1.||Expand one of the following sections.|
- Wish List
- Products in the Comparison List
- Recently Compared Products
- Recently Viewed Products
- Last Ordered Items
|2.||In the grid, select each product to be ordered. and enter the Quantity.|
|3.||To enter the options for a configurable product, tap Configure. Then, follow the instructions in Method 1 to choose each product option.|
|4.||When complete, tap Add selections to my cart.|
|5.||To apply a coupon code, do the following:|
|a.||In the Apply Coupon Code field, enter a valid coupon code.|
|b.||Click the Apply () arrow.|
|6.||To adjust the quantity ordered:|
|a.||In the Qty column of the product to be adjusted, enter the correct amount.|
|b.||Click Update Items and Quantities.|
|7.||When ready to place the order, tap Create Order.|
The Create New Order page shows 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.|