Minimum Version Required: 22.01
Pre-Conditions
The Shopping Cart task must be created prior to these steps either on the Shopping Carts table or by using the Import To Shopping Cart dashboard.
Steps
Managing Shopping Cart from Mobile Invoice Edit
1. When a Product has been added to the Shopping Cart, an orange badge notification will display on the Shopping Cart icon. Tap the Shopping Cart icon to review.
2. A list of products in the Shopping Cart is displayed with the available inventory at the warehouse. Click the Product Name to view more Product details.
3. To add a Product from the Shopping Cart to the Customer's invoice, enter a purchase amount in the box to the right.
4. Tap "Add To Invoice". An Invoice transaction will be added and the product will be removed from the Shopping Cart.
5. If the Product will not be placed at the customer, it can be removed from the shopping cart. Tap the edit icon at the top of the Shopping Cart.
6. Use the checkboxes to select the Products to remove.
7. Tap "Remove From Shopping Cart"
8. The Shopping Cart New Placement Survey is then displayed. Fill in the survey questions then tap "Continue".
Best Practices
Shopping Cart tasks that will not be placed at the Customer should be removed using the steps in this resource. This ensures that the Shopping Cart is not cluttered with old records, especially if there is no deadline set on the task.
Check the Shopping Cart frequently. An orange badge displays on the Shopping Cart when the user has not yet viewed a new Shopping Cart record.
The survey triggered when removing a product from the Shopping cart is triggered by the Objective field on the Shopping Carts table. It is recommended to select the Shopping Cart: New Placement objecitve in the Objective field when adding Shopping Cart record to trigger the survey when removing products from the shopping cart or any objective with the "Shopping Cart" Mobile Item.