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Converting a Shopping Cart to a Purchase Order

Customer shopping carts can be manually converted over to Purchase Orders, rather than have them process the order via the front-end site.

  1. Go to Order Management > Carts. You will see the Shopping Carts List. You can also click on "Today," "This Week," or "This Month" to filter by date range.

  2. Click on the ID number of the shopping cart you want to convert over to a Purchase Order.
  3. You will see the Cart View window and details of the customer's shopping cart.

    An anonymous user Cart View will look like this:


    1. Edit Information - You can change the currency to be used for the Purchase Order.
    2. Open Customer Profile - You can view the profile of the registered customer (this option is not available for anonymous shopping carts).
    3. Line Items - This is the list of items currently in the customer's shopping cart, displaying the Quantity of each item, List Price, and Total.
    4. Notes - You can add, edit, or delete notes about the shopping cart.

  4. Click on More Actions and click on Convert to Purchase Order.


    The page refreshes and shows the Order view page for further processing of the purchase order.

For information about how to create a recurring payment plan using Authorize.Net, refer to Creating a Recurring Payment Plan Using Authorize.Net.

 


Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us