Customer Carts
Create, View, and Manage Customer Carts from the Dashboard
Last updated
Was this helpful?
Create, View, and Manage Customer Carts from the Dashboard
Last updated
Was this helpful?
Dashboard Users such as Administrators, Customer Service or Sales Agents have the ability to open new carts for customers, or update a customer's existing cart to assist in the sales process. Customers shopping on the storefront will see any changes made to their cart contents in real-time.
From the Cart view, Dashboard users can also create a to send to the customer to complete their own checkout from any device. Agent-order attribution is preserved for any Order Complete Link.
From the view, choose View Cart.
Add/Update/Remove Products to update quantities
Set Schedule for a one-time sale or a recurring subscription
Add/Remove a Voucher or a Coupon Code to apply discounts to the cart
Under Cart Actions, choose to generate a unique checkout link for the cart, exactly as configured. Use the Check Out Now button to complete the order using the persona of the customer.
Update and view Source Attribution and custom on the cart to manually add values to the cart, which carry through to the order.
Users can search products by name or SKU to add them to the open cart. This is useful in assisting customers to build an order that meets conditional criteria of a Dynamic , for example to apply incentive-based discounts based on product quantities or price thresholds.
When managing Open Carts, it may be useful to populate the cart with products, quantities, promo codes, and so on, then send the customer a checkout link where they can easily complete their order unassisted. Choose the Create Check Out Link to generate a unique Check Out Link, which can be automatically emailed to the customer, or copied and provided directly to the customer via chat or SMS.
The customer simply has to follow the link to the secure checkout and complete their order. When following the link, the customer will automatically be logged into their store account, and any previously saved customer details, such as name, email, and billing and shipping addresses, will be pre-populated along with the contents of the cart.
Choosing Check Out Now opens a new tab to the checkout, allowing agent-assisted order placement, for example in a phone or chat-based order entry process. This unique checkout session carries the persona of the end customer (not the agent), so it will appear that any order was placed by the customer themselves.
Users can update Cart Source Attribution data that will carry over onto the Order when the customer completes their order. This is useful for tracking sales agent commissions, affiliate or sub-affiliate source performance, or other marketing channel attribution and reporting. Source Attribution will automatically carry the Agent attribution field for any orders generated from an Open Cart view.