When you edit a cart, use cart locking to lock out all the Sales reps with concurrent access. The other Sales reps can only view the cart in read-only mode. The cart is unlocked when you save, finalize, abandon, or close the cart. Sales reps in read-only mode can gain edit access only after these operations are performed. Cart locking helps prevent data loss while you are working on a configuration.

If you leave the cart idle for a predefined time limit, the cart is unlocked automatically. The cart is considered idle if you do not perform changes to the line items. Changes include updating a value, deleting line items, or adding line items. Other actions on the cart such as updating cart views, viewing the totals, or applying filters are not considered modifications to the line items, and time spent is counted as idle time. 

Ensure that your administrator has configured the necessary custom settings before using Cart Locking. To achieve this, ensure that the EnableCartLockingForConcurrentAccess flag is set to true. To view the flag value, Invoke the Get a configuration API by passing CPQ as a category and featuresettings as a value. To update the flag value, Invoke the Update a configuration API.


While you are in edit mode, if another user requests control by clicking Request Edit Access, you are notified through an email with the message: “Email requesting edit access sent successfully”. The field Current User can unlock the cart by invoking Unlock the cart (/api/cart/v1/carts/{cartId}/unlock) API.