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How to View My Carts

 

You may have multiple carts created at a time for a single customer or multiple customers. The My Carts Screen provides you with a complete list of all your existing carts. There are two ways of navigating to this screen.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have a user account with shopping enabled.
  • You have access to a minimum of one customer with shopping enabled.
  • You have a cart created with product in it.

This post outlines the process of accessing and viewing all your carts.

 

1. From the header section, click the Cart icon.

The Cart side panel displays.

 

2. Click My Carts.

The My Carts tooltip displays.

 

3. Alternatively, in the header section, click My Account.

 

4. Click My Carts.

 

Observe the My Carts screen.

Cart details displayed in the table are:

  • Cart Name – The cart name. By default, the results are sorted in ascending order by cart name.
  • Description – The cart description (optional).
  • Res. No. – The Reservation number assigned to the cart (if applicable).
  • Project Ref. No. – The project reference number associated to the cart in the Checkout screen (optional).
  • Last Update Date – The date the cart was last updated.
  • Status – The cart status.
  • Customer – The Customer the cart was created for.
  • Items in Cart – The number of items in a cart. (This includes product and services).
  • Currency – The currency the cart is created in.
  • Total – The grand total for all items and any additional charges in the cart.

Note: By default, the carts displayed in this screen are your active carts for all customers you have access to.

 

5. To change the sort order of the results, click any hyperlinked column header to sort the results by that column by ascending or descending order.

 

6. To view the full details for an individual cart, click the hyperlinked Cart Name.

The Cart screen displays.

 

7. To go back to the My Carts screen, click My Carts in the breadcrumb trail.

 

8. To view additional filters, click the Filter icon.

Note: The Filters may display for you by default, depending on your user settings.

 

One filter or a combination of filters can be applied to refine your results.

  • Search For – Select the cart statuses to filter by.
  • Search By – Select a field to search for a keyword in.
  • Enter Search Text – Combined with Search By. Type in a keyword to search for in the selected field.
  • Date Range – Select a date range to filter results by.

 

9. Make your selections using the corresponding sections. Click Search.

 

The filtered results display.

Below the results, observe the following actions:

  • Print – Print the selected cart(s).
  • Reset – Resets the screen back to the default.
  • Edit – You can edit the Cart Name and Description.
  • Delete – Delete the selected cart(s).

 

10. Select the checkbox beside the appropriate cart(s) and click the desired action.