---
title: Carts
slug: commerce-connect-15/docs/carts
docTags: 
createdAt: 2026-07-30T20:34:42.000Z
---

:::hint{type="success"}
**Note**

In roadmap communications, Order Management is referred to as the CSR Portal.
:::

A cart is a collection of products that a website customer selects. (A cart is also known as a shopping cart or basket.) This topic describes how to work with carts on the [Orders](docId\:zn9Pkb7e1URJk6XhcLHYU) page.

The system creates a shopping cart when a visitor clicks **Add to cart**, such as on a product page. Manually manage shopping carts from **Order Management** > **Carts**, where you can view carts and convert them into a purchase order or [subscription](docId\:JkT1hLWPzhRlLl0LHo0f7). See also [Shopping flow](docId:3J6dC-JMGvHJ2-KMOLEnC).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nLPHjVxJoAvzjQ7Syky8y_7dd5bf0f34a8ad55f76900750081a5e8180ef1013e6c745e96f4a3b456b31e43-image.png)

Each shopping cart has its own unique ID. A customer can have only one cart open at a time. If the customer already has an open cart, the system redirects to the open cart.

The **Order Management** page initially lists shopping carts by **Cart number** in reverse numerical order. To choose what columns to display, click the **Columns** icon and deselect the columns you do not want to show.

When a cart's checkout is complete with a submitted payment, the cart becomes a [purchase order](docId:_sIQs5jCWUCVAPlxuhJoT), no longer displays in the **Carts** list, and displays in the **Orders** list.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/0FdXLbuF9l-w_9X0mL-GB_6dac11280bfa9dea60e5474f50463551092c060c020f03c11e279405bb55b5e5-image.png)

## Add a cart

Create a cart for a customer from the **Order Management** page.

:::hint{type="info"}
**Note**
If a customer already has a cart for a market, you cannot create another cart for that market.
:::

1. Click **Create New Cart**. The **Create New Cart** dialog box displays.
2. Select a site for the cart.
3. Select a market for the cart.
4. Select an existing customer by typing the customer name in the **Choose Customer** field, or click **New Customer**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/o2wiX0E7peiNrYUchd2bD-20260723-164621.png)

5. If you click **New Customer**, enter the name, email, and **Customer Group** information and click **Save Customer**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/vMyoss57GtKxYJkil064N_4f702da31e2b14e416368c97bdfda76417998f63e874a337f938154f375400c6-image.png)

6. Click **Open cart**. The **Cart Details** page displays.

## Filter carts

Filter carts by search, **Created On** timeframe, or **Market**.

### By customer name or email

Search for carts by customer name (partial match) or email address (exact match). Begin entering the customer's first name or exact email address in the **Filter** box. Use **%** to search for any consecutive string of letters or numbers. Press **Enter** to execute the search.

For example, if the customer name is *Bryan Stephens*, enter *B*, *Br*, or *Bry*. To search for the last name, type *%ste* to see results with that string of letters. The results become more refined as you enter more characters.

### By Created on date

Filter the **Order Management** page using the **Created On** filter. Select a specific **Start Date** and **End Date**, or use one of the following options: **Anytime**, **Today**, **This Week**, **Last 7 days**, **This Month**, **Last 30 days**, or **Custom**. Click **Apply** to see the results.

### By Market

Filter the carts by market. Select **Any** (default), **Default Market**, or a specific market such as **USA**, **Australia**, or **Germany**.

## Edit a cart

The **Cart Details** page shows the following information about the selected shopping cart. You can edit some details of the cart.

If you edit a cart's line items, the system recalculates the total. Also, if the edits affect applicable discounts for the cart, the **Discounts** display changes.

### Summary tab

Change a cart's **Market** and **Currency**. Note that changing these values may affect other order information, for example, an item's price, available shipping methods, available promotions, and so on. See also [Convert a cart to a purchase order](docId:_sIQs5jCWUCVAPlxuhJoT) and [Convert a cart to a subscription](docId\:JkT1hLWPzhRlLl0LHo0f7).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tPFx2GEcxiGA_iCRVNB1B_43b94e2cf2865d0bbee7e5f3a408991bee5814a9f7b2881a60d2b84d9c1f6847-image.png)

### Form Details tab

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XHVMK0TOm3MReNF-2VjLe_7ed70fd1c8b80bfeeb58997d965623158e68cfb40ed9665b00a52d4fe6cc14c6-image.png)

- To edit shipping details, open the option menu, select **Edit**, and modify the address and shipping method. Every shipment needs a shipping address. If a customer has several shipping addresses, use search to find the correct one. You can also enter another shipping address. Addresses are stored in and editable on **Contact Details** > **Address book**.
- To add a line item, click **Add line items**.
  1. Begin typing in the **Product Variant** field to display matching products.
  2. Adjust the **Quantity** and **Placed Price**.
  3. Click **Add Line Item** to update the cart.

     ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/D8fuqotAbYCYXZAT4qtTI-20260723-164621.png" size="100" isUploading="false" showCaption="false"}
- To edit a line item, select the line item's option menu and select **Edit**.
  1. Begin typing in the **Product Variant** field to display matching products.
  2. Adjust **Quantity**, **Discount**, **Discount Type**, **Discount Description**, and **Placed Price**.
  3. Click **Save** to update the cart.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/4AZhE4Zodf6eq0XWe0oxC_e044dceb8d850431059c41f75e2a29a26342febe7289ab1df8f2238ee34840eb-image.png)

### Edit discounts

A discount code is an additional criterion that you can apply to any discount. For example, customers who enter discount code **CouponABC** during checkout receive 10% off the cart total.

A cart's submitted discount codes display above the discount list. You can also manually add [discounts](docId\:GPws5FOSbryGHryYqqy3U) to a cart. If a code that you enter satisfies an item's or order's business logic, the system deducts the discount amount from the cart total.

Apply discounts to a cart or line items if conditions are met. For example, a discount stipulates a $10 reduction for a cart whose total exceeds $100. When that becomes true, the $10 discount displays under **Discounts**, and the system adjusts the cart total.

Create a discount that lets customer service representatives apply refunds to customer carts for loyalty, compensation for problems, and so on. To do this, create a discount for this purpose, enter a discount amount, and a coupon code. Then, train your CSRs to use the code where appropriate to reduce the customer's cart total.

### Delete a line item

To delete a line item, open the item's option menu and select **Delete**.

### Contact Details tab

To edit customer information, see [Customers](docId\:WBKc5_TBeKC6v-EdEVtEB).

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CMS-Z1Zsp1BMyaBjtxhcJ_71e9033b4762762ad944d81cfc00fe3e08ca3cdcb1e28e50a820c31a22a1520b-image.png)

### Notes tab

Add notes associated with carts, [orders](docId\:zn9Pkb7e1URJk6XhcLHYU), and [subscriptions](docId\:JkT1hLWPzhRlLl0LHo0f7). Notes are listed by creation date on the **Notes** tab, where you can access details like description and note creator.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/yrIxCe9aw5h0NyKNVIaTE_870c0660ca50d886b609e3ca01c396c8ffd006555960ab16590cbf9e27af261c-image.png)

## Delete carts

Delete one or more carts on the **Order Management** page.

:::hint{type="info"}
**Note**
Deleting a cart removes its record from the system.
:::

1. Select the checkbox for the cart you want to delete. If you have multiple pages, you can continue selecting carts on each page.
2. Click **Delete**.
3. Click **Delete** to confirm that you want to delete the selected carts.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QzP-iOLaH-jxzWMcfGEwz_38900fccba7644805551aeead81de88fb3bab72d19a942ac4de84f96ec54cc6c-image.png)