COS Guide: Manage Carts Function
Manage Your Carts
The Manage Carts window allows users to quickly manage all their carts in a convenient, clear and easy-to-read table format.
The interface enables quick review, effortless updates, and real-time adjustments, ensuring carts remain accurate and relevant.
Unused carts can be removed with ease, helping users stay organised and focused.
This streamlined functionality reduces friction in the buying process and delivers a smart, user-friendly shopping experience.
Action Buttons
Action Buttons
The Action buttons provide users with quick, intuitive controls to edit, update, or remove items directly from carts with ease.
- New Cart: Create a new Cart.
- Merge: Consolidate multiple orders into one central order.
- Clone: Need to place a similar order for another group/user? Use “Clone” to instantly duplicate an order and modify it.
- Delete: Remove selected orders permanently.
- Print: Easily export a summary or selected orders using the print function.
- Shop now: Load a cart to continue shopping.
- Bulk Add to Cart: Upload your order via a file to save time and manual entry.
- Checkout: Checkout your order (note: you can only check out x1 order at a time).
Action Buttons Overview
New Order: When you click this, a pop-up window appears.
Create a New Cart
In the Search Products field, type the name of the product you are looking for or enter the COS code to show the item/s in a drop down menu. Example below:
Click on the item you require and enter the Qty within the Quantity box. If you’d like to assign a name to this order for easier identification, enter it in the Cart Name field.
Once that is completed, click on the CREATE NEW ORDER button to create the cart. Note: You are able to cancel anytime via the CANCEL button.
Merge Carts
Merge: You can select multiple carts to merge into a single order. Click the tick box on the left-hand side of the grid and then click on the Merge button.
You can now enter a new name for your Cart. Once entered, click on the Merge button.
Clone Carts
Clone: This function allows you to copy another Cart that has already been created.
Select a cart via the tick box on the left-hand side, then press the clone button.
A prepopulated name will appear; you can keep this OR just re-enter a new cart name. Once completed, click on the Clone button.
Delete Carts
Delete: To delete one or more carts, select the carts you wish to delete via the tick boxes to the left of the screes and then click on the DELETE action button.
Print Carts
Print: Select the carts you wish to print via the tick box to the left of the screen. Click on the PRINT button and a pop up will appear.
- Summary of all carts: This provides you a summary of all carts currently active. (note: this does not include Print On Demand Products)
- Selected carts: This provides a more detailed description of each item in each cart.
Once you click the PRINT button, a new tab will appear with your specific print request. Your system printing function should pop up allowing you to print and/or save as PDF (if your business has set this up for you).
Shop Now
Shop Now: Select a cart by ticking the box to the left of the screen, then click the Shop Now button to proceed to your Dashboard and continue your shopping.
Note: This will set the selected cart as your active shopping cart.
Bulk Add to Cart
Bulk Add To Cart: If you are working off a list of product codes and quantities instead of searching and adding individual products, the bulk add to cart feature allows you to simply type in all the codes and quantities then select add products to cart.
This feature is also available in a CSV upload. Simply download the template, enter values and upload. Once uploaded click the add products to cart button.
Checkout
Check Out Button: The checkout button allows you to securely review the order and complete the purchase.
Personalise Your Grid View
Set up your order just the way you like it!
- Organise columns: Drag and drop column headers to reorder them.
- Sort information: Click any column header to sort the data either ascending or descending.
- Advanced column options: Hover over the right of any column header to reveal a three-line menu. Here you can:
- Pin columns: Lock columns to keep them fixed.
- Hide columns: Take columns out of your summary view.
- Autosize columns: Automatically adjust column widths to fit content.
- Filter columns