Enter a Shopping Cart

Use this routine to create or edit a "shopping cart" (this is, a document listing merchandise the customer is interested in purchasing) that you can later convert to a sales order. The shopping cart, which includes merchandise prices and estimated charges, can be viewed on the screen and/or printed. You do not have to specify a customer for each cart. However, if you want to specify a customer, the Customer Telephone Number Lookup is available at the Phone field. The cursor moves directly to the Phone field after the Cart ID field if the Search Phone Number First field is active (checked) in the Point of Sale Control Settings. You can also identify a customer using the Customer field.

If you access the "read-only" version of this routine (identified on the title bar next to the screen name), you can view but not edit the fields in the routine.

In order to convert a shopping cart to a sales order you must have security access via the Enter/Edit a Sales Order setting in Sales Security or obtain a security override from an authorized user.

You can save shopping carts and later recall and convert them into sales orders. Just enter the cart number into the Order Number field in Sales Order Entry. If you answer "Yes" to convert the cart to an order, the cart information converts to sales order information. Note that if a cart contains multiple hard kits, Sales Order Entry creates a line item for each kit when you convert the cart to a sales order.

The system deletes shopping carts after conversion. The system also deletes carts that are older than the number of days specified at the Shopping Cart Retention Days field on the Manual tab of the Shopping Cart Control Settings (Shopping Cart ACF).

Creating a new shopping cart:

Depending on whether your system is set to auto-assign transactions (Next Transaction Number in Point of Sale Control Settings), you can either enter the cart number to be assigned by pressing Enter or click the Plus button to automatically assign the next sequential number.

Edit or view existing shopping cart:

To recall an existing cart ID, enter the number directly or click on the Search button to access the following menu of screens you can use to aid your search:

If the Automated & Manual POS Numbers feature is active in the Warehouse/Store Location Settings you have the option of manually assigning an order number or letting the system automatically generate a number for you.

The following estimated totals for the line items in the shopping cart appear in the header portion of the screen. You cannot edit these fields.

Customer

CONTACT

This routine does not require you specify a customer number for shopping carts you create. However, if you enter an existing customer number, the customer name, address, phone number and email fields display from the Customer Settings.

Even if you do not enter a customer number, you can still enter a new name, address, phone number and email address to associate with the shopping cart.

If you click on the Search button, you access the Search for a Customer screen from which you can choose a code. If you click on the Action button, you access the Customer Settings where you can create a new customer “on the fly”. If you choose to create a new customer, any pertinent data previously existing in the shopping cart defaults into the Customer Entry program.

Name:

Phone:

If you indicated a customer in the Customer Code field or created a new customer, this field defaults from customer settings. Otherwise, you can enter the home phone number. If you click the Action button, you access the Customer Telephone Number Lookup feature.

If a check appears at the CUSTOMER SEARCH - Phone Number First field in the Point of Sale Control Settings, the cursor moves directly to this field after you specify a Cart ID, and the Customer Telephone Number Lookup feature is available.

If you indicated a customer in the Customer Code field or created a new customer, this field defaults from customer settings. Otherwise, you can enter the cell phone number. If you click the Action button, you access the Customer Telephone Number Lookup feature.

If you indicated a customer in the Customer Code field or created a new customer, this field defaults from customer settings. Otherwise, you can enter the work phone number. If you click the Action button, you access the Customer Telephone Number Lookup feature.

Address:

If you do not specify a customer at the Customer field, this field remains available and you can enter your own customer information. If you choose to create a new customer, any pertinent data previously existing in the shopping cart, including the contents of this field, defaults into the Customer Entry program.

DETAILS

The status of this shopping cart appears. You cannot edit this field. The status can be one of the following:

Open Cart
Converted to Order
Closed by Customer
Closed by Salesperson

The source of this shopping cart appears. You cannot edit this field. The source can be one of the following:

MANUAL - manual shopping cart (Enter a Shopping Cart routine)
EROAM - entered via the eRoam app
ESTORIS - entered via eSTORIS internet
MOBILE V - entered via Mobile Vision

Use this optional field to indicate the time frame within which the customer expects to purchase the items in this shopping cart. Click on the Arrow button and choose a time frame from the list that appears. To choose None, leave the field blank.

Enter the code for the salesperson issuing this shopping cart. Click the Search button to access the Read-Only Lookup Window from which you can select a salesperson code.

The store specified on the STORIS Log In screen appears as a default. Click the Arrow button to select the store location for this shopping cart.

If the specified zip code has one delivery route associated with it, the route code defaults in this field. If the specified zip code has two or more delivery routes associated with it, the Select Route Code Window appears following entry of the zip code. If the zip code has no associated delivery routes, a route code is not defaulted here.

Use this optional field to indicate the delivery route in order to calculate an ATC date. Click the Search button to access the Read-Only Lookup Window from which you can select a delivery route code. If you leave this field blank, the ATC cannot be calculated and the ATP date is displayed instead.

If you indicate a route code and then click the Action button, the following options are available.

Close Cart - Closes the cart and purges it during the Day-Ending process.

Merchandise

Enter the code of the product you want to add to the shopping cart. If you click on the Search button, you access the Search for a Product window from which you can make one or more selections.

Once you indicate the product, the description of the selected product appears.

A product's settings in the Direct Ship section of Advanced Product Settings as well as the Direct Shipments section of Point of Sale Control Settings affect this field.

The default selling price of the selected product appears. You can edit this field if the Allow Changes to Default Price field on the General tab of Shopping Cart Control Settings is checked. Note that if re-opening this shopping cart, this price may have changed based on the Change Price with Lower Price field in the Shopping Cart Control Settings.

The price multiplied by the quantity ordered appears. You cannot edit this field.

Use this field to indicate the type of line item being added to this shopping cart. Click the Arrow button and select one of the following.

None Selected
D - Delivery
P - Pickup
M - Direct Shipment

The initial default value for this field is based on the Default Upon Entry - Sales Orders setting in Point of Sale Control Settings. However, if the control settings field is set to Take With or No Default, the initial default value for this field is None Selected.

A product's settings in the Direct Ship section of Advanced Product Settings as well as the Direct Shipments section of Point of Sale Control Settings affect this field.

If no line items have been added to the shopping cart, the stock location initially defaults to Same as Ship Location. You can click the Arrow button to select a stock location. After line items have been added, the default value for this field matches the value assigned to the last line item that was added to the shopping cart.

This is a display-only field that displays the code and description of the default ship location. This field is not available for change; the ship and stock locations are assumed to be identical. If you select a stock location, the ship location is updated to match the stock location.

This display-only field displays either the Available to Promise Date or Available to Customer Date for line items you are editing or adding to the shopping cart. If you did not indicate a delivery route code, the ATP date appears here. If a delivery route was indicated, the ATC date displays instead, but you can view the ATP date by clicking the Actions button and selecting Toggle Display of ATP/ATC Dates.

To skip the calculation of the ATP date, do NOT check any of the following ATP Calculation settings in your Point of Sale Control Settings: Include New Purchase Orders, Include Stock Transfers, Include Unlinked Purchase Orders. If you are not set up to calculate the ATP date via these settings, the following information is not shown on this screen.

   -The Available to Promise Date and Available to Customer Date fields (above) - neither the labels nor data are displayed.
   -The ATP Date in the grid - this column is not included in the grid.
   -The option called Toggle Display of ATP/ATC Dates is not listed on the Actions menu.

Line Item Display - Accesses the Full Line Item Display screen.
Costed Line Item Display - Displays cost and margin details.
Toggle Display of ATP/ATC Dates - Use this option to change the display of Available to Customer Date to Available to Promise Date and vice versa. This also changes the ATP/ATC Date column label in the grid accordingly.

If you click on Save at any place in the routine, and you have filled all the required fields, the Print Options window appears.