Carts

Search and filter Carts

• To search for a Cart, type a keyword in the search bar, then press Enter. Optionally, you can click All fields to restrict the search to a specific field.
  The search is case-sensitive. For example, searching for John does not return results for john.
• To filter the list, click Filters, then add one or more filters to refine your results.

View Cart details

1. Go to Orders > Cart list.
2. Select the required Cart from the list.
3. On the Cart details page, you can see the following information:
   • Status: the current state (for example, Active, Merged, Ordered, Frozen).
   • Cart items: Line Items with quantity and price.
   • Applied cart discounts: Discounts applied to the Cart.
   • Customer: billing and shipping addresses, and a link to the Customer (if the Cart belongs to one).
   • Shipping details: the name of the Shipping Method.
   • Custom Fields: Custom Fields associated with the Cart, if any.
   • Cart summary: overview of the Cart, including taxes, shipping costs, and totals.

View the linked Customer

Edit a Cart

You can edit Carts directly from the Cart details page. The Cart edit mode provides a centralized view to manage Cart items, discounts, customer information, shipping details, and Custom Fields.

To make changes, you must first enter edit mode, which temporarily locks the Cart to the Customer. While the Cart is locked, the Customer can't make changes to it. The lock is automatically released when you exit edit mode.

To enter edit mode:

1. Go to Orders > Cart list and select the required Cart.
2. Click Enter the edit mode.
3. In the confirmation dialog, click Continue to edit mode.

Cart items

To add, remove, or update items in the Cart:

1. In the Cart items section, click the edit icon.
2. In the Edit items panel, do any of the following:
   • To add an item: search for a Product by SKU or variant key in the search bar, then select the item to add it to the Cart. You can also click Open product list to browse available Products. The Product list opens in a new tab, so you can browse Products and return to the Cart without losing context.
   • To update a quantity: change the quantity value for the item and click Apply.
   • To override a price: click the price in the Original unit price column, specify a new price, then click Override price.
   • To remove an item: click the delete icon next to the item.

Discount Codes

To apply or remove Discount Codes on the Cart:

1. In the Applied cart discounts section, click the edit icon.
2. Enter or remove Discount Codes as needed.

You can also navigate to the Discount Code list from this section. The list opens in a new tab, so you can manage Discount Codes while keeping the Cart open.

Customer addresses

To update the shipping and billing addresses for the Cart:

1. In the Customer section, click the edit icon.
2. In the Edit address panel, select the Shipping address or Billing address tab.
3. Update the address fields as needed, such as first name, last name, phone, email, street, city, postal code, region, state, and country.
4. Click Update address.

If an address includes Custom Fields, you can also add or update those Custom Field values directly in this section.

Shipping Method

To change the Shipping Method assigned to the Cart:

1. In the Shipping details section, click the edit icon.
2. In the Edit shipping method panel, select a Shipping Method from the list of eligible rates based on the Cart shipping settings.
3. Click Update shipping method.

Custom Fields

To modify Custom Field values or switch between Custom Types on the Cart:

1. In the Custom fields section, click the edit icon.
2. In the Edit custom fields panel, do any of the following:
   • To assign a Custom Type: select a type from the dropdown.
   • To change the assigned Custom Type: select a different type from the dropdown. This replaces the currently assigned type with the new one.
   • To update field values: modify the values of the fields displayed for the selected type.
   Field values are not retained when switching between Custom Types. Make sure to either note any values you want to keep, or save them before selecting another type.

3. Click Update custom fields.