View Shopping Cart

Access

Tabs:  Customer, Merchandise, Totals

This is a read-only version of the Enter a Shopping Cart routine. You cannot edit any data on this screen. The documentation below describes the entry version of this routine. You can use it for reference purposes.

Use this routine to create or edit a "shopping cart" (this is, a document listing merchandise the customer is interested in purchasing) that can later be converted 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.

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 A group of stock products organized into a set so as to be sold as a package or suite. In STORIS, you can create hard or soft kits. 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).

• You can also create shopping carts using a PDA or via eSTORIS.

Cart ID

Customer

Cart Information

Create DateThe date on which the Cart ID was created appears. You cannot edit this field.

Create TimeThe time at which the Cart ID was created appears. You cannot edit this field.

Source

Status

StoreEnter the store at which you are creating the shopping cart. The store specified on the STORIS Log In screen appears as a default.

Purchase Time FrameEnter the time frame within which the customer expects to purchase the items in this shopping cart. Click on the arrow and choose a time frame from the list that appears. This is not a required field. To choose None, leave the field blank.

SalespersonEnter the code for the salesperson issuing this shopping cart.

Contact Information

CustomerThis 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 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 Actions 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.  

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

If creating a new customer on-the-fly via this process, the program automatically assigns a customer code.  

Last NameIf 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.  

First NameIf 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.

MiddleIf 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.

Address 1 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.

Address 2If 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.

Zip CodeIf 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.

CityIf 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.

StateIf 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.

Phone SourceIf 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.

Enter the source (if any) of the customer's phone number (that is, Home, Work, Cell). Otherwise, leave the field blank.

PhoneIf 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.

If a check appears at the 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.

Email AddressIf 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.

No Auto EmailTo omit this customer from mass electronic mailings generated by eSTORIS, check the box. Otherwise, leave the box blank.

Merchandise

ProductEnter 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 a selection or create a list of products to edit in the main routine.
 

AvailableThe quantity available for the selected product at the selected location appears. You cannot edit this field.

DescriptionThe description of the selected product appears. You cannot edit this field.

PriceThe default selling price of the selected product appears. You can edit this field. 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 (Shopping Cart ACF).

BrandThe brand of the selected product appears. You cannot edit this field.

OrderedThis field defaults to one and can be changed. Indicate the quantity of the selected product the customer is interested in purchasing.

StatusThe status of the selected product appears (from the Purchase Status field in your Advanced Product Settings). You cannot edit this field.

ExtensionThe price multiplied by the quantity ordered, less any discount amount, appears. You cannot edit this field.

Stock LocationThe stock location appears. You can edit this field.

Totals

The following estimated totals for the line items in the shopping cart appear on this tab. You cannot edit these fields.

• Total Merchandise

• Estimated Delivery Charges

• Estimated Installation Charges

• Estimated Sales Tax

• Estimated Total Order

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