Carts, Orders and Checkout
Outline
Welcome
In this module, you will learn about the lifecycle of an order from cart to checkout in Configured Commerce.
After completing this module, you should be able to:
Describe the order process
Identify and use the cart status labels
Manage saved orders and abandoned carts
View order, cart and invoice history
Why use Carts, Orders and Checkout?
These are essential components of any commerce solution. Together these features provide customers a seamless shopping experience while supporting effective order management and fulfillment for businesses.
How do I benefit from Carts, Orders and Checkout?
Here's how these features benefit different roles:
- Merchandiser: Carts and orders provide valuable insights into customer behavior, enabling merchandisers to optimize product offerings, promotions and inventory management. Additionally, a smooth checkout process reduces cart abandonment.
- Researcher/Buyer: Buyer's can easily add, review and modify items in their carts, track order details, and complete purchases through secure and efficient checkout. Thus these features save time, ensure clarity and enhance user experience.
Create and process an order
Read the article below to learn how to work with carts and orders in Configured Commerce.
Work with carts and orders
This article explains the standard Configured Commerce process for defining and maintaining orders and carts. The default quantity limit on any one product item is set to 6 digits. This is not a p...
Cart status
The cart status in Optimizely Configured Commerce helps you quickly identify which stage of the shopping process the cart has reached. Here is a list of the status labels and what that status means.
Cart status label definitions
The cart status in Optimizely Configured Commerce helps you quickly identify which stage of the shopping process the cart has reached. Here is a list of the status labels and what that status means...
Saved Orders and Abandoned Carts
Read the article below to learn how to setup and use saved orders and abandoned carts in Configured Commerce.
Saved orders and abandoned carts overview
Saved orders A user who is logged into the storefront can select the Save Order button on the Cart page to save an order for later review. The saved order is retrieved through the use of a cookie w...
Storefront view
Site users can access the orders they have saved from My Account>Saved Orders in the storefront. The image below is an example of how a user might see saved orders in My Account.
Order History, Cart History and Invoice History
Read the articles below to learn more.
Cart History and Order History overview
The Admin Console provides quick links to both the Order History and the Cart History. Order history Order History, located in the Sales section of the Admin Console, allows Admin Console users to ...
Order History and Invoice History on the website
Optimizely Configured Commerce provides a variety of information about Orders and Invoices. The website provides access to both Order and Invoice information, the Admin Console only provides access...
Try it
It’s time to play in the Configured Commerce sandbox!
The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:
- Username: TrainingUser
- Password: Opticon1!#
After logging in, do the following:
- Create and process an order
- Saved Orders and Abandoned Carts
Wrap up
Congratulations! You have completed the Carts, Orders and Checkout module. You should now be able to:
Describe the order process
Identify and use the cart status labels
Manage saved orders and abandoned carts
View order history, cart history and invoice history
Learn more
While we covered a lot, there's always more to learn about carts and orders and how to work with them!
Check out the below link for an up-to-date collection of helpful guides and technical documentation.
Cart and checkout
