To view the active cart, click the cart () icon on the top right of the storefront; then click the View Cart button. You can also go to the My Carts page and click the particular cart name link to view the active cart.

New Cart

From the new cart, you can:

  • View the complete list of selected products in the cart or from the mini cart
  • Change the cart name by clicking the pencil () icon and editing.
  • View the cart's status
  • View a cart summary.
  • Search for line items using the search bar.
  • Clone the cart by clicking the Clone Cart button.
  • Activate the cart by clicking the Activate Cart button.
  • Add products to the cart by clicking the Add Products button.
  • Add recommended products to the cart: If a recommendation rule is set for the product, you can open the Recommended Products tab next to the Details or Configuration tab to display a list of recommended products. You can add recommended products directly from the list.

By default, the recommended products feature is enabled. If you do not want to display the recommended products, disable the feature by setting the EnableProductRecommendation flag in ConfigSystemProperties to false. Use the following API to disable the flag. For more information, see Update Custom Settings associated with a flow.

PUT https://<URL_of_the_Instance>/api/revenue-admin/v1/flows/{flowname}/settings/ConfigSystemProperties

  • Change quantities.
  • Change adjustment type and amount.
  • Change the start date and end date for subscriptions.
  • Delete line item(s). For more information, see Deleting Primary Line Item(s).
  • Configure fields on the cart details page in real time. For more information, see Configuring Cart Line Item Fields.

  • Add a contract number to apply contract pricing. You can add up to 10 contract numbers.

    • The implementer creates a contract price list and adds the Contract Number while creating a contract price list. (API reference)
    • The implementer creates a contract price list item. For more information, see Creating a Price List Item. (API Reference)
    • The user applies contract pricing at the cart level and adds the Contract Number while creating a cart. Cart-level contract pricing is not available with an out-of-the-box template. You must implement it for the Cart Details page.
    • The user applies contract pricing at the cart line-item level and adds the contract number while creating a cart line item.

     

  • Go to the Product Details page: Click the product name to go to the Product Details page and also update the configuration.
  • View product-level price summary and totals.
  • View cart-level price summary and total price.

  • View cart-level detailed breakup:
    Click the information () icon next to the Total Price label to raise a Cart Total popup with default columns. While reviewing the details, you can also update the editable fields (for example, Charge Type, Frequency, Adjustment Type, Adjustment Amount, etc.) and click Update to update the pricing in the Price Summary section.

    To display the required columns when you click the View Details icon, the implementer sets up the flow, configures the column display (list and sequence of fields), and passes the flow name to the storefront DefaultFlow field. If you do not specify a flow name, the application uses the default flow (system). The implementor can also set the field as editable while configuring the column display.

    For more information on how to create flows and configure columns, see Configuring the Flows and Configuring Column Settings.


  • View/update configuration details: Click the wrench icon () to view or update the product configuration.
  • Create a favorite configuration: Select a particular line item or all line items and use the Save as favorite option. For more information, see Managing Favorites.
  • Apply promotions. For more information, see Applying Promotions.
  • Request a quote
    • If the quote is in the draft status, click the edit button from the Quote details page and add, delete, and modify the line items.
    • Click Finalize & Submit to apply the changes to the cart and quote.
    • Click Discard Changes if you do not want to apply your changes to the cart and quote.
  • Place an order
    • If the order is in the draft status, you can click the edit button from the Quote details page and add, delete, and modify the line items.
    • Click Confirm Changes to apply the changes to the cart and order.
    • Click Discard Changes if you do not want to apply your changes to the cart and order.

When you update any of the fields, the following API is used to reflect the changes and reprice the product and cart price. For more information, click here.

PATCH https://<URL_of_the_Instance>/api/cart/v1/carts/{cartId}/items

The following API is used when you delete any product. For more information, click here.

DELETE https://<URL_of_the_Instance>/api/cart/v1/carts/{Id}


If the price process of the cart takes longer than expected, the application attempts to fetch the cart status again for the number of retry attempts and inter-attempt delay specified in the cart status retry settings. If pricing the cart takes longer, these options are presented:

  • Check Status: The application retries the cart status fetch, doubling the number of retry attempts specified while configuring cart pricing status retry settings. For example, if you set 5 retry attempts, the application attempts 10 retries.
  • Abandon Cart: Deactivates the current cart and creates a new one. You can then add the products again into the new cart.

Finalized Cart

You can do one or more of the following from the finalized cart:

  • View the complete list of selected products on the cart.
  • Change the Cart name: Click the pencil () icon and modify the cart name.
  • View a cart summary.
  • Search for line items using the search bar.
  • Use the Associate to link to review the order or quote record associated with the cart.
  • View the cart-level price summary and total price
  • View the detailed cart-level breakup: Click the information () icon available next to the Total Price label under the Price Summary section.
  • Create a favorite configuration: Select a particular line item or all line items and use the Save as favorite option. For more information, see Managing Favorites.