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Version: 8.2

Cart

Introduction​

The Shopping Cart feature (Sales module) has been added since version 8.2. In order to use this functionality, remember to activate it at the Application Config level in the Sales module.

Access: Application config → Apps management → Sales, configure → activate the option ‘Enable cart management’. Subsequently, the cart menu will appear in the Sales menu.

Access : Sales → Cart

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The cart will be attached to the logged-in user and is linked to the Company.

The aim of the shopping cart is to enable you to place a simple and intuitive pre-order without having to add price lists.

Moreover, with the help of the Shopping Cart, you can add products and/or services not only from the Shopping Cart file, but also from the Products & Services menu (access: Sales → Products & Services) by clicking on the ‘Add to Cart’ icon, or even from an Order (open an Order, in the Contents tab, click on the ‘Add to Cart’ icon to add an item that is in the ‘Detail Line’ table).

Create a cart​

Access : Sales → Cart

  1. Partner: attach a partner in the corresponding field.
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In AOS, the term "Partner" corresponds to a third party.

caution

  • It is possible to create a partner directly from the cart file.

  • It is possible to save the cart without having entered the partner. However, when you create an order, it becomes compulsory to enter the partner. If this is not the case, a warning message will appear.

  1. Stock location: in this field, select a particular stock location. This allows you to see whether certain products are available from this stock location.

  2. Add a product to the cart: there are several ways of adding an item or service to the cart. When adding a product, remember to enter the quantity.

  • Click on the + button to add a new product line.

  • Or, add products/services directly from the Products & Services menu by clicking on the ‘Add to cart’ icon.

  • Or, open an order and add products / services from the ‘Detail line’ table in the Content tab.

  1. Refresh: after adding a product, and in particular from the Product & Services menu or from the order form, remember to refresh the cart file so that it is up to date.

  2. Availability: on the Shopping Cart page, you can check the availability of each product you have added.

  3. Refresh Availability: click on this button to reload the availability. This will display the current stock availability.

  4. Empty cart: if necessary, click on the ‘Empty cart’ button that you can find at the top of the file. It will remove all added products from the ‘Cart line list’ table.

  5. Create the sale order: once the cart is ready, click on the ‘Create the sale order’ button to place an order.

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On the cart page, you can see the prices of the products. These prices are displayed for information only. The price lists may be applied to an order.

Create an order from the cart view in the event of a stock shortage​

Access : Application config → Apps management → Sales, configure → on the configuration page, click on the Company file to access the configurations by company → select an option in the ‘Order creation for cart when stock is missing’ field.

Using the configurations by company, you can authorize the order to be generated in relation to the quantities available. There are three possibilities here:

  • Create the order with missing products (an order with missing products will be created. In this case, you will need to create a supplier request for the missing products);

  • Ignore the missing products (the order will be created without taking the missing products into account);

  • Block the creation of the order (the order is blocked and you will have to remove the missing products in order to complete it. A warning message will be displayed).

Create an order​

Create the sale order: once the cart is ready, click on the ‘Create the sale order’ button to place an order.

A customer quotation is thus created and openened in a new tab. Some information will be retrieved, such as the company or partner, or the stock location. The products in the cart will appear in the ‘Detail line’ table in the Content tab.