Setup Beyond Carts

This chapter describes how to set up Beyond Carts.
Please note that you are assigned the appropriate permission set for setting up Beyond Carts. For more information on how to assign the permission set, please refer to the chapter Assign User Permissions.

To set up Beyond Carts, proceed as follows:

1. Open the search function from the role center (ALT+Q).
2. Search for Beyond Carts Setup and click on the corresponding search result.
3. The Beyond Carts Setup page is displayed.

   

   Figure: Beyond Carts Setup

4. Open the dropdown list for the Default Cart No. field and click New. This cart is always used if no separate cart has been created for a user. We recommend that you do not activate the Recurring field for this cart.
5. The Select - Cart window is displayed.

   

   Figure: Select – Cart

6. Complete the information for the cart and return to the Beyond Carts Setup page.
7. If you want to allow multiple carts per user, activate the Multiple Carts Per User slider.
8. In the dropdown menu for the Default Cart Behavior field, choose between the Add Directly or User Input options. With the Add Directly option, the item lines are added to the cart directly from the document with the corresponding quantity. With the User Input option, you are prompted to enter the item quantity when transferring the item lines to the cart.
9. Activate the Get Carts by Vendor slider if you want to filter by vendor first when retrieving cart lines. When you create an order and retrieve cart lines, not all cart lines in the system are displayed, but only the cart lines that are stored in the system for the selected vendor.
10. Under the No. Series section, you must set up a new number series for the carts in the Cart Nos. field.
11. Open the dropdown menu and select the New option from the window.
12. Create a new number series and assign it using the field.

You have set up BEYOND Carts.
For more information on how to use BEYOND Carts, please refer to the chapter Create Cart.