Ch. 060 Open Carts & Saved for Later "Updated for v6"

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Open Carts and Saved for Later Items

In the Open Carts area, you can view and export a report of all registered site users who have items in their shopping carts but have not checked out. The information you can see includes the date the user began adding the items to their cart, the user’s name/email/username, the cost of the items in cart (subtotal and tax), and an order ID. To export a report, click the Excel or CSV icons at the top of the open orders grid.
 
To locate the Open Carts option, go to: Admin > Sites > Choose a site > Open Carts.
 
At the top of the Open Carts area, you can expand the blue Open Cart Filter area to search the open carts. You can narrow by start and end date and search via key words. 
 
 
 
 
Click the expand arrow next to each open cart to view information about the specific item(s) in the cart
 
 
 
The following detail (if applicable) is available for the item in the buyer's cart: 
  • Product Name
  • eDoc Template Name
  • Quantity
  • Item Price
  • Shipping
  • Ship to Name
  • Ship to Company
  • Address 1
  • Address 2
  • Address 3
  • City
  • State/Province
  • Ship to Postal
  • Country
  • Telephone Number

Saved for Later Items

If you have chosen "Enable Saved for Later" in Site > Settings, then the Open Carts area also allows you to view items that users have saved for a later purchase. To view these items, place a check mark next to “Saved for Later Items” at the top of the page. Click the expand arrow next to a record to see detailed information about each saved for later item. (See above for a list of the information contained in these records.) Use the blue Open Cart Filter area to find specific items. Click the Excel or CSV icons to export the report in either of those formats. To switch back to the Open Carts view, remove the check mark next to "Saved for Later Items."
 

Knowledge Base articles related to Open Carts and Saved for Later Items

 
Ch. 030 Site Basics (contains information on enabling Saved for Later)