Work with Shopping Cart and Shopping Cart Template

Using your consumer goods web application, you can work with shopping cart and the shopping cart templates.

Add a list of products to your shopping cart to track products and the promotions applied. Add products to a shopping cart in the following ways:

• Add products directly to the shopping cart.

• Add all products in a promotion to the shopping cart.

• Add all products in the shopping cart template to the shopping cart.

Add Products to the Shopping Cart

Each account can have a single shopping cart and you can add products and specify the desired quantities before you create an order. You can also use the empty cart option to delete all the products in the cart and the clean cart option to delete products with no specified quantity from the cart. To add products to the shopping cart:

1. Click Accounts icon and select an account.

2. Select the Profile subtab and click the shopping cart link.

   Note:

   If you don't see the shopping cart link in the profile subtab of accounts, click Create Shopping Cart in the overflow menu to enable the link.

3. Click Create to add products to the cart.

4. Click Save after you're done.

   You must click Save after adding the products to see the shopping cart populated with the products.

5. Click Save and Close.

Add Products from the Shopping Cart Template

As most of the store visits are repeat visits and each customer typically has a predictable purchase pattern based on their order history, Consumer Goods solution requires an efficient way to capture customer orders. Shopping cart templates may help speed up the order taking process and drive more sales. They provide customers targeted shopping carts. A shopping cart template includes a list of products with suggested quantities. The shopping cart templates enables you to have a predefined set of products and quantities that customer is most probable to buy.

There are two types of shopping cart templates and each account can select one of the two shopping cart templates.

• Sales History Template: This template includes all the products depending on historical purchase data.

• Last Order Template: This template includes products from the last order made from the account.

To set up the shopping cart template:

1. Click Accounts and select an account.

2. Click Profile subtab and select from Sales History and Last Order for the shopping cart template field.

3. Click Save and Close.

   Ensure that you have set the correct values for the profile options for the shopping cart template to enable the calculation of the template. For more information on enabling the calculation of the shopping cart template, see the Getting Started with Consumer Goods Implementation Guide.

   To schedule an Enterprise Scheduler Service job for the shopping cart template to calculate and populate the product quantities and relevant fields, see the Getting Started with Consumer Goods Implementation guide.

   To view the populated shopping cart template after running the jobs, navigate to the shopping cart template subtab from an account record.

To add products to the shopping cart using the template:

1. Click Accounts and select an account.

2. Select the Profile subtab and click the shopping cart link.

3. Click Add from Template in the Actions menu to add the predefined products and quantities from the template that you configured earlier.

4. Click Save.

   Note:

   You must click Save after adding from the template to save your changes.

5. Click Save and Close.

Add Products from a Promotion to the Shopping Cart

You can add products from a promotion to the shopping cart.

You must sign in using account manager, field sales representative, or sales manager role to add promotions to shopping carts. When you add a promotion to a cart, all the products in that promotion are added to the cart.

To add a promotion to your cart:

1. On the springboard, click Accounts.

2. Click a link to edit an account.

3. Select the Promotion subtab. Select the promotion and click Add to Cart and click Save.

4. Select the Profile subtab and select the link to the shopping cart.

5. Select the promotions subtab and edit the quantities specific to the promotion type.

6. Click Save and Close.

   Repeat steps three through six to add multiple promotions to a cart.

Note:

You must click Save after adding the promotions to the cart for the changes to reflect in the cart.

Extensibility for Shopping Cart Template Header

Additional attributes can be copied during publishing process from the shopping cart template plan to the shopping cart template header.

Here's how you can configure extensibility for the publishing operation:

1. Create a record under Object Mapping.

   The object mapping record represents an operation that supports extensibility.

2. Select Shopping Cart Template Plan to Shopping Cart Template Header from the fixed choice list.

3. After the object mapping is created, you must create attribute mapping records under Object Mapping.

4. Populate the dynamic choice list fields, source object attribute and the target object attribute on the Create page of the attribute mapping.

5. Create attribute mappings to map the Shopping Cart Template Plan attributes to the Shopping Cart Template Header attributes.

   You can create any number of mappings that you require.

6. Activate object mapping after the attribute mapping is created.

   Only active object mappings are published.

7. Deactivate the object mapping if you don't want extensibility for the publishing operation.

Here's the list of rules to prevent mapping errors during attribute mapping:

1. Attributes being mapped must be of compatible data types such as number field mapped to number field.

2. The ID field and not the name field, must be mapped while mapping dynamic choice lists.

3. The target object of the dynamic choice list for source object attribute and target object attribute must be the same.

4. The route dynamic choice list must be mapped to a route dynamic choice list and not to a route allocation dynamic choice list.

5. In the target object attribute, ensure that fields beginning with __ORACO__ are not mapped.

6. The fixed choice list type for the source object attribute and the target object attribute must be the same while mapping fixed choice lists.