eSales - Save Cart Process

The workflow for saving a Shopping Cart is shown in the following image.

The eSales - Save Cart Process is described in the surrounding text.

The eSales - Save Cart Process is called when a user clicks Save Cart in the Save Shopping Cart view. The following events happen:

  • When an anonymous user with no associated quote logs in, the process obtains the value of the CurrentQuoteId profile attribute and uses that quote when saving the cart.

  • The Save Shopping Cart view appears, where the user has two choices:

    • Cancel. The user is returned to the Shopping Cart.

    • Save As Quote. The Shopping Cart is saved as a quote. The process checks for error messages.

      If there is an error message, the eSales - Display Error Process (see eSales - Display Error Process) is called, and the user is sent back to the Save Shopping Cart view. This would happen, for example, if the user tried to save a quote with a name that was already being used.

      If there is no error message, the process determines whether the quote is for an existing customer. If it is not, the My Quotes view appears. If it is, the process determines whether the customer is a power user. If the customer is a power user, Power Customer Quotes View Process is called, followed by Reset Active Price List. If the customer is not a power user, the My Quotes view appears.

Note: A power user is a delegated customer administrator or purchasing manager.
  • If the customer is not a power user, the Customer Quotes View appears.

  • If the customer is a power user, the eSales - Power Customer Quotes View process is called.