Minimum Version Required: 23.01
Pre-Conditions
Rerquired Permission - ShoppingCartEdit
Steps
1. Navigate to the Shopping Carts table
2. Click the ‘Add Shopping Carts’ button
3. Enter values in the Customer and Product fields (required)
4. Optional: Enter a Memo to track the purpose of the Shopping Cart Task and attach the Shopping Cart Objective to an already existing task
5. Objective defaults to ‘Shopping Cart: New Placement’ and should not be changed unless another specific Shopping Cart objective exists
In order to use a different Objective for Shopping Carts, the Objective must have the Objective Type: "Shopping Cart"
6. Task will be automatically filled so this field can be left blank
7. Click Add Record
Fields And Definitions
Shopping Cart - The table where Shopping Cart Tasks can be viewed, and single Shopping Carts Tasks can be created
Import to Shopping Cart - A dashboard used to Import Shopping Cart Tasks from a Distribution Report
Best Practices
Shopping Cart Tasks will only be generated for customers that do not have the chosen product active in their Customer History (default 180 days, can be adjusted in System Settings 131)
Once the product on a Shopping Cart is added to an invoice, that product will never be on that customer’s Shopping Cart again