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 verify that the customer is logged in

  1. In the Admin sidebar, click Customers.

  2. Choose Now Online.

    All visitors to the store and logged in customers appear in the list.

    Customers Now Online

To offer assisted shopping

  1. In the Admin sidebar, click Customers.

  2. Choose All Customers.

  3. 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

  4. To enter assisted shopping mode, click Manage Shopping Cart in the top button bar.

    Assisted Shopping Mode

To add products to the cart

Use any of the following methods to add products to the cart.

Method 1: Add Products to Cart

  1. Expand the Products section.

  2. Find a product to add using any of the filters at the top of each column.

  3. Click Search.

    To add a Simple Product

    • Click the product that you want to order.

      This action selects the record and sets Quantity to the default value of 1.

    • If necessary, update the quantity ordered.

    • On the left above the grid, click Add selections to my cart.

      Add Product to Cart

      The line item is added to the Shopping Cart at the top of the page.

      Cart Updated

    To add a configurable product

    • In the grid, click Configure.

      Configure

      In the Associated Products section, choose each product option to describe the item to be ordered. Then, enter the Quantity.

    • Click OK.

      Choose Options

      The product is selected with a checkmark, and the quantity ordered appears in the grid.

    • To add the product to the cart, click Add selections to my cart.

      Configurable Product in Cart

    • Update product options as needed:

      • Click Configure.

      • Update the options and then click OK.

Method 2: Add Item by SKU

  1. Expand the Add to  Shopping Cart by SKU section.

  2. Add products individually by SKU or add products by uploading a CSV file.

    To add items individually by SKU

    • Enter the SKU and Qty of the item to be ordered.

    • To order another product, click Add another.

      Add Products by SKU

    • Click Add selections to my cart.

    • If the item is a configurable product, choose the product options when prompted. Then, click Add to Shopping Cart.

      Add Products by SKU

    To add products by uploading a CSV file

    • 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.

    • Upload the prepared file:

      • Click Choose File.

      • Select the file to be uploaded from your directory.

Method 3: Transfer an Item

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, click Configure. Then, follow the instructions in Method 1 to choose each product option.

  4. Click Add selections to my cart.

  5. Apply a coupon code if available:

    • In the Apply Coupon Code field, enter a valid coupon code.

    • Click the Apply () arrow.

  6. Adjust the quantity ordered as needed:

    • In the Qty column of the product to be adjusted, enter the correct amount.

    • Click Update Items and Quantities.

  7. Click 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.

  9. Click Submit Order.

To learn more, see Creating an Order.