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Cart Management

Purpose

Cart Management allows you to view, monitor, and manage customer shopping carts. Track active carts, identify abandoned carts for recovery campaigns, and convert carts to orders. This feature is essential for understanding customer behavior, recovering lost sales, and managing cart-related operations.

Accessing Carts

Click Modules → Orders & Sales → Carts

List View

Carts List

The list displays all customer carts with their status and key metrics.

Table Columns

ID

  • Format: Number
  • Purpose: Unique cart identifier

User

  • Format: Customer name or "Guest"
  • Purpose: Shows who owns the cart
  • Guest carts: Display with a user icon and "Guest" label

Items

  • Format: Badge with count
  • Purpose: Number of items in the cart

Subtotal

  • Format: Currency amount
  • Purpose: Total value of cart items

Status

  • Format: Colored badge
  • Purpose: Current cart state
  • Colors:
  • Green: Active
  • Gray: Expired
  • Yellow: Abandoned
  • Blue: Converted to Order

Last Activity

  • Format: Date/time with "X days ago" description
  • Purpose: When items were last added

Expires At

  • Format: Date/time
  • Purpose: When the cart will automatically expire
  • Color: Red if already expired

Order

  • Format: Order ID link (hidden by default)
  • Purpose: Links to the converted order (if any)

Cart Statuses

Active

  • Customer is actively shopping
  • Cart is visible to customer
  • Can be converted to order

Abandoned

  • Customer left without completing purchase
  • Target for recovery campaigns
  • Can send reminder notifications

Expired

  • Cart exceeded its expiration date
  • Items are released from hold
  • Cart is no longer visible to customer

Converted to Order

  • Cart has been converted to an order
  • Links to the created order
  • Historical record retained

Filtering Carts

The list includes powerful filtering options:

Status Filter

Filter by cart status (Active, Expired, Abandoned, Converted)

User Filter

Search and filter by specific customer

Has Items Filter

  • With Items: Carts containing products
  • Empty Carts: Carts with no items

Expired Filter

  • Expired: Past expiration date
  • Not Expired: Still active

Guest Cart Filter

  • Guest: Anonymous visitor carts
  • Registered: Logged-in user carts

Find carts containing a specific product

Age Filter

Filter by minimum cart age in days

Date Range Filters

  • Created From/Until: Filter by creation date
  • Last Activity From/Until: Filter by activity date

Row Actions

View

See complete cart details including items

Edit

Modify cart contents and status

Convert to Order

  • Icon: Arrow circle
  • Color: Green
  • Visibility: Active carts with items and registered user
  • Creates a new order from the cart
  • Marks the cart as converted

Mark as Abandoned

  • Icon: Clock
  • Color: Yellow
  • Visibility: Active carts only
  • Flags the cart for recovery campaigns

Bulk Actions

Mark as Abandoned

Flag multiple active carts as abandoned

Mark as Expired

Expire multiple active carts

Delete

Remove selected carts (requires permission)

Editing a Cart

Click Edit to modify an existing cart.

Cart Information Tab

User

  • Type: Searchable select
  • Purpose: Assign cart to a registered user
  • Note: Leave empty for guest carts

Status

  • Type: Select dropdown
  • Options: Active, Expired, Abandoned, Converted
  • Purpose: Manually change cart status

Last Item Added

  • Type: Date/time (read-only)
  • Purpose: Shows when items were last added

Expires At

  • Type: Date/time picker
  • Purpose: Set or extend cart expiration

Notes

  • Type: Text area
  • Purpose: Internal notes about the cart

Cart Items Tab

Manage the items in the cart:

Add Item

Click "Add Item" to add products to the cart

Product

  • Type: Searchable select
  • Purpose: Select the product to add

Variation

  • Type: Searchable select
  • Purpose: Select product variation (if available)
  • Display: Shows SKU and attribute values

Quantity

  • Type: Number input
  • Minimum: 1
  • Purpose: Set item quantity

Key Information

  • Navigation Badge: Shows count of active carts with items
  • Guest Carts: Identified by session ID, not user account
  • Auto-Expiration: Carts expire automatically based on settings
  • Conversion: Only registered user carts can be converted to orders
  • Recovery: Mark abandoned carts to trigger recovery notifications
  • Filtering: Comprehensive filters help identify recovery opportunities

Use Cases

Cart Recovery

  1. Filter for abandoned carts with items
  2. Review cart values to prioritize high-value recovery
  3. Send reminder notifications or manual outreach
  4. Track conversion success

Inventory Insights

  1. Filter by specific product
  2. See how often products are added to carts
  3. Compare cart-to-order conversion rates
  4. Identify products that need attention

Guest Cart Cleanup

  1. Filter for guest carts
  2. Check age and expiration status
  3. Bulk delete or expire old guest carts
  4. Keep system clean and performant