Add Products to Shopping cart
Explanation
Use this activity to add products to the shopping cart and start the order
creation process. This activity is intended for a B2B user acting as a B2B Customer.
This activity can be performed from several pages.
- The lobby page Order Management for Customers
and use the Lobby Element: View Products.
Once after navigating into Products page use the Add to Shopping Cart command to add products.
- Use Add Products to Cart command in Bulk
Order page.
- Use Add Products to Cart command in Order
Template page.
When adding products to the Shopping Cart, if a
relevant Customer Agreement is retrieved based on the Price query for the
Sales Parts connected to the Agreement, Maximum Amount or
Maximum Quantity
validation will be applied, provided it is specified under the Validate
Cumulative Values option in the agreement.
- If the agreement is validated using Maximum Amount Validation, and
the Net Amount of the Shopping Cart line exceeds the
Current Cumulative
Amount in the Customer Agreement, the price will be retrieved from the
next Price Source.
- If the agreement is validated using Maximum Quantity Validation, and
the Price Quantity of the Shopping Cart line
exceeds the Current
Cumulative Quantity of the related Sales Part in the Customer Agreement,
the price will be retrieved from the next Price Source.
Notes:
- Only active Sales Parts connected to B2B user’s default site are available
to add to Shopping Cart.
- Rental parts are excluded.
- Service parts are excluded. It means that for non-inventory parts,
Category field in Non-Inventory Sales
Parts should have the value Goods.
- If there are any limitations regarding which parts the B2B customer
can order (i.e. Limit Sales to Assortment option enabled in
Customer/Sales/Assortment tab or
Limit Sales to Assortment and Limit Sales to
Node options enabled in Storefront Manager), only
parts connected to such assortments/ assortment nodes will be available to add .
Prerequisites
- In the Customer page, the B2B
option must be enabled for the appropriate customer.
- The user must have the appropriate B2B Customer as default customer,
set up in B2B User – Customer page.
- The user must have been set up with an appropriate default coordinator
in Sites per User page.
System Effects
Products will be added to the shopping cart with the specified quantities.