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.
  • When the cart is locked during catalog browsing, you can still search and browse categories but cannot add or configure products. The "Add to Cart" and "Configure" options, along with product checkboxes, are disabled by default.
  • When you enable the cart locking, others can only see the cart in a read-only mode where they can see the Close option in the drop-down along with the Request Edit Access and Claim Edit Access buttons.
  • You can enable cart locking to prevent others from editing the quote you are currently working on and help prevent data loss while a sales representative is working on a configuration. When you enable cart lock, all other others can only see the cart in read-only mode. When you enable cart lock, all other others can only see the cart in read-only mode. When you unlock the cart, all awaiting users receive an email notification stating the cart is unlocked.
  • When the locked cart is abandoned, the system cleans the queue for the Claim access automatically.


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.