'Cart in Progress' Step for Oracle Commerce Cloud Orders

As more buyers engage through self-service digital channels, it is critical to protect the integrity of their buying experience. Oracle CPQ 25D introduces the new 'Cart in Progress' transaction step, designed specifically for quotes initiated from the Commerce-Cart.

Cart in Progress Step:

• This step is triggered automatically when a buyer adds the first item to the Commerce cart.
• In this step, only the buyer can update the quote (add, modify, or remove items).
• The CPQ transaction is updated in real time with each change, and pricing is re-evaluated accordingly.
• Sales agents can view the quote but are restricted from making any changes to prevent conflicting updates or disruptions.

In-Progress Step (Sales Representative Assistance Requested):

• If the buyer requests help, the transaction is transitioned to the In-Progress state.
• In this state, only the sales representative can modify the quote.

Order Step:

• If sales representative assistance is not needed, the buyer can complete the purchase directly from the Cart in Progress step.
• At this point, the cart is submitted. In CPQ, a transaction is created with frozen prices and tax/shipping/payment details are updated.

This feature prevents sales representatives from unintentionally altering in-progress quotes initiated by buyers. It also provides a flexible mechanism to allow intervention from sales representatives only when explicitly requested by the buyer.

Steps to Enable

Refer to the Oracle CPQ Administration Online Help once this feature is generally available in Oracle CPQ Update 25D.