Storefront Prepared Carts

Prepared carts allows you to create a cart for a specific customer that can include products from your store, storefront bundles, or even products not normally listed on your store. This will allow you to respond to simple customer requests without needing to use another tool or present the customer with a different user experience than the normal storefront workflow.

Let's respond to a request your customer has submitted for standardized devices for 10 new developers they are onboarding. First we will go to "Workspace" in Adaptive Catalog and create a new workspace.

We will give this a name of "10 New Developers"

Now we will click on "Bundles" at the top, and add the "Developer Workstation" bundle to the workspace.

Now we will go over to the "Search" page and find some additional products to add. Clicking on the "Add" button on a product will allow us to add the product to our "10 New Developers workspace"

After we have added any of the items we want onto the workspace and changed the quantities to reflect the desired amounts, we will click on the dropdown in the workspace and choose "Prepared Cart"

We can now choose a storefront to deliver it on, and choose a customer company and one or more contacts.

The "Pricing" tab allows you to set a different markup than the global or storefront default. Any item level markups on the workspace will override this markup.

The "Customize" tab gives options to add a description, instructions, or change the name of the prepared cart.

You can allow your customers to change quantities or add additional items, as well as set an expiration date for the prepared cart on the "Configure" tab.

Finally, the "E-Mail" tab allows you to customize the email that will be sent to the customer.

Once you click on "Deliver" the customer will receive an email with the subject & information you provided and a link allowing them to view the cart.

Clicking on the link will allow them to checkout, add more products (if allowed) or start a new cart. Any products that your customer adds to the cart will be reflected on the workspace and indicated with a "Customer Added" flag. The customer can then checkout as normal and the order will be processed like a standard storefront order.