The cart is a virtual representation of the products that you selected from the catalog page.

Features available on the Cart page:

• Cart level actions on the top-right corner: A system displays the primary cart level actions on the top right corner of the page with Finalize action as a default. The other user actions such as Reprice, Apply Promotion, Create/View Rebates, Analyze Quote, Submit for Approvals, and so on are made available based on the user scenarios.
• Action buttons, such as Add More Products, Installed Products, Reprice, Finalize, Submit for Approval, and more are available as picklist values.
• Mass actions, such as Delete Product, Save as Favorite, Mass Update, and Product Collaboration at the line item level are available as picklist values. The Copy action is available at the cart header level only, which you can use to copy a single line item or perform the mass update. Any change using Mass Update performs the calculation on the client side for faster execution.
• Easy and type-ahead search functionality on the top of the line item table.
• A Quick view of the Grand Total amount on the top-right corner. Also, Show Totals, and Total Adjustments are displayed on the page header. The right arrow next to Grand Total shows you the detailed calculations at the line item level.
• The cart page now displays the green check mark icon next to the products that are auto included by the constraint rules. This update also aligns the cart page icon with the inclusion icon used on the configuration page.
• You can group line items by standard, custom, or lookup fields, improving performance and usability for large carts. The API also returns group metadata such as RecordsPerGroup, GroupKeys, and associated LineNumbers to support UI-level pagination and group-specific operations.
• Ad-hoc group re-sequencing: you can now re-sequence groups within the same cart to control the order in which they appear. When you update the sequence of a group, the system automatically adjusts all associated line items to reflect the new order, ensuring consistency across the cart. While creating a new group, you can specify its sequence. Once you define this sequence, the system recalculates and updates the positions of all other groups and their corresponding line items, maintaining the correct hierarchy. After any sequencing changes, the system provides an updated response containing the revised grouped lines. This ensures that the Cart UI can immediately display the correct order without requiring additional calls or manual refresh.
• Group Sub-Total Display in Cart: You can view a calculated sub-total for each ad-hoc group directly in the cart. When you add or remove lines and return from the Group Management screen, the group sub-totals update automatically. The group header shows the current sub-total using the same format as the cart totals, so you get a clear pricing breakdown for each group as you work on your quotes.
• Alerts Panel Feature:
  • Viewing and Managing Configuration Alerts: During product configuration, you may encounter system or rule-based errors that prevent you from proceeding. When the system returns a success, informational, warning, or resolution response from the API, you can view a Success icon displayed at the top of the page in the Alerts section, located next to the mass action icons. If the system triggers multiple informational messages, the number displayed next to the Alerts icon and the number increases accordingly.
  • When you click the Alerts section, the Alert Panel opens on the side of the page. This panel displays the total count of alerts along with each corresponding message. If the number of messages exceeds the available page length, the panel automatically enables a scroll bar so you can navigate through all alerts.
• Import and Export line Items:
  • You can selectively export cart line items from the cart UI to Excel. This feature helps you work more efficiently with large and complex carts by enabling data handling in a familiar, business-standard format.
  • You can select individual or multiple cart lines directly in the cart using checkboxes. When this feature is enabled through a display action setting, the Import/Export button is available on the cart. Opening the export dialog displays the count of selected line items. If no cart lines are selected, the system exports the entire cart by default.
  • The export dialog updates dynamically as you select or deselect cart lines, giving you immediate visibility into what will be exported. You can also cancel the export operation at any time and return to the cart without making any changes.
  • This export functionality is supported even when the cart is in read-only mode and when cart line items are in pending states, including Config Pending, Price Pending, Approval Pending, and Collaboration Pending.
  • You can import cart line items from a CSV file directly into your cart. You upload a CSV that uses the provided sample template, and the system validates only supported fields (Line Number, Product Name, Product Code, Quantity, Start Date, End Date). You see clear, row-level error messages with problematic data highlighted in red, and the file is not imported if there are validation errors.
  • You can add new products to the cart from the CSV (Product Code and Quantity are required), including for large files (100+ lines), and the cart UI is refreshed with pricing triggered for the newly added lines. Updates to existing line items, drag-and-drop upload, lookups, and certain internal sequence fields are not supported, and you cannot import into read-only carts or collaboration carts that are submitted for merge, completed, cancelled, or deleted.
• Sorting Cart Line Items:
  • You can now associate one or more eligible service products to products and product bundles in the cart. You relate services to an entire bundle or only selected bundle options, and these associations are persisted in the backend so the UI, pricing/other engines, and downstream systems can recognize and use them.
  • You can also associate multiple service bundles to one or more equipment bundles in different combinations. When you remove a service product, its association is removed in the backend, and when you remove an equipment bundle, associated services are retained as designed.
• Associating Service Products to products:
  • You can now associate one or more eligible service products with products and bundles in the cart. You can relate services to an entire bundle or only selected bundle options, and these associations are stored so the UI, pricing/other engines, and downstream systems can use them.
  • You can also link multiple service bundles to one or more equipment bundles in different combinations. When you remove a service product, its association is removed, and when you remove an equipment bundle, associated services are retained as designed.