Add Items to Cart

This chapter describes how to add one or more items to the default cart or your personal cart. If you do not have a personal cart, the item lines you have selected will be transferred to the default cart.

You can use this function in service and sales documents. You can also add items to your cart via the item card. The following description uses a sales order to illustrate how it works.

To add an item to the shopping cart, proceed as follows:

1. Open the search function from the role center (ALT+Q).
2. Search for Sales Orders and click on the corresponding search result.
3. The Sales Orders page is displayed.
4. Open the card of an existing sales order or create a new sales order.
5. To add an item to the cart, click on the corresponding item line in the Lines tab and select the Add to Cart option from the menu.

   

   Figure: Add item line to cart

6. If you have set the value Add Directly in the Default Cart Behavior field when setting up the cart, you will receive a message that the item has been added to a cart. If you have set the value User input in the Default Cart Behavior field when setting up the cart, you must now define the quantity of the item as well as other information.

   

   Figure: Enter item quantity and other information

7. Under the Vendor No. field, enter the vendor via which this item can be obtained.
8. Enter the required item quantity to be purchased in the Quantity field.
9. Activate the Recurring slider if the item line should not be deleted from the cart when the item line is transferred to a purchase order. With this setting, you define that the item line you have defined is displayed with every new purchase order.
10. Click OK to add the item line to a cart.

You have added an item to a cart. For more information on how to create an order from one or more carts, please refer to the chapter Create Purchase Order From Carts.