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View Pending Carts (In Progress)

This article will show you where to view in progress carts to assist with customer orders and some of the actions you can take to assist.

Step 1 - Navigate to Carts

To assist with customer carts, first log in, then hover over Commerce in the Management Menu.

LogInCommerce.png

Once the menu expands, click Orders.

CommerceOrders.png

When you get to the Orders screen, click on the Carts tab.

OrdersCartsTab.png

Step 2 - View Pending Cart

On this tab, all of the orders that are currently in progress will be displayed. You have some very basic information available to you here, including when the order was last modified, and the customer name. You can click View on the correct order to find additional information from the transaction.

CartsTabView.png

Once you get to the next page, there's a lot more information available to you. You'll be able to see product details, including information input for any participant registrations. You'll also have pricing and total information available here.

CartsViewProductDetails.png

Below, you'll see order activity which details all of the steps that have gotten the order to this point. This can be helpful for diagnosing any problems that may arise.

CartsViewOrderActivity.png

To the right, at the very top, you'll see the order state, as well as when it was last modified. Below that is basic customer information, which contains a couple of details regarding the account.

CartsViewCustomerInformation.png

If it's easier to just wipe out the cart entirely and start over, the cancel order button is available to you.

CartsViewCancelOrder.png

This is the Place order button. If you think you need to press this, stop. Don't press it and go look at Manually Create an Order for a Customer first. There's a process involved to make that button work the way you're going to want it to. If you are Homer from Springfield and randomly decide to press it, you'll complete the order with no payment among a couple other issues you can make arise.

CartsViewPlaceOrder.png

Step 3 - Edit Pending Cart

Next we'll take a look at the Edit tab. You can click the Edit tab if you're in the View tab, or select Edit from the drop down menu if you're in Carts.

CartsViewEditTab.png

CartsEdit.png

Before you perform any actions here, go have a look at Manually Create an Order for a Customer so you have a basic idea of the most common needs here. That said, I'm sure there are uses outside of a manual order to be here, so we'll walk through it.

The top right of the screen should look familiar. On the top left, you can see billing information. You have the option to change the address to one in the customer's address book. See Address Book if you need help on how to edit the Address Book. There is also an Edit button provided that will unlock the form for editing the billing info.

EditCartBillingInfo.png

Below that, you can see the items currently on the order. If the customer has put the wrong item in the cart, you will click remove. Clicking edit will not allow you to change the product that is in the cart, only removing and adding a new item will replace it.

EditCartRemoveItem.png