Carts in Omnium

In Omnium, carts and offers are the same concept. All non-confirmed orders in Omnium are stored as carts. Therefore a cart in Omnium could be any one of the following entities:

• Carts from the webshop
  • Created by the customer
• Offers to customers
  • Created in OMS
  • Created in ERP

Cart list

The cart list includes all available carts. If a customer calls the customer center with questions about a product or its price, the customer service representative can view the newly created customer's cart, make updates, and add new products as needed.

Create a cart

1. Click on cart in the navigation, then click on new cart

Read more about creating cart from different views in Omnium here

Getting started with carts 

The cart is organized into tabs and sections, which include:

• Cart
• Information
• Store
• Customer
• Shipment
• Payment
• Internal comments
• Order comments for customers
  
  
• Products
• Order details
• Cost
• Recommendations

Cart

The cart section provides an overview of the products added to the cart. It includes the product names, quantities, and the total price of the cart.

Information

Feature	Description	Editable
Name	Set to no name as default. Every cart gets a cart number	x
Created	Date of cart created
Modified	Date of cart last modified
Order type	What type of order type the cart/ order should be. Example online order or click and collect order.	x
Market	All carts and orders in Omnium require a market ID.	x
Customer reference		x
Seller	The seller is automatically assigned based on the creator of the cart. To modify the seller, click on the seller's name, which is already set, to edit. Then, choose a new seller from the provided list.	x
Tags		x
Groups		x
Current cart status	Displays the current status of the cart. The status may either be "draft" or "new". To change from "draft" to "new", simply click on the active cart button located next to the create order button.	x
Customer cannot modify	This toggle feature ensures that customers can't modify their cart or offer. It's commonly used when the cart is activated and visible on the customer's page in the online store. For instance, if you've given them a discount or added a free item, they can't adjust the cart quantity to only receive the free item.	x
Select	With the select button, you pin the cart to the top of the page, allowing you to work in other areas of Omnium while still easily accessing the cart from the top of the browser window.	x

Store

Customer

To add a customer to the cart, follow these steps:

1. Click the "Select" button in the customer section.
   
   
   
   
2. Search for a business or private customer and click on the customer's name.
   
   
   
   
3. Click "Use" to add the selected customer to the cart.
4. If a customer has a description saved on their customer card, the description will be visible in the cart but not to the customers themselves.
   
   
   
   

Shipments

Add a shipment to the cart with these steps:

1. Click on the select button

2. Select a shipping method from the list. The available shipment options are determined by the configuration settings.

3. The delivery address will be based on the information saved on the customer card. To change the delivery address or recipient, update the information and click save.

Payments

From the payment section you specify which payment method the cart or order should be paid with.

1. Click on the select button in the payment section.

2. Select payment method. 

3. Set and complete the payment. The completion of the payment depends on the specific payment methods. 

Create order button

Once the cart has been created with all desired products, addressed at a store, allocated to customers, arranged for shipments, and payments have been made, it is prepared to transition into an order. Click on the create order button.



Note: Once the cart has been converted into an order, you will be automatically redirected to the order page. The cart will no longer be visible in the cart list but will be accessible in the order list.

Internal comments

Internal comments are notes that you can write on the cart for internal communication purposes. These comments are not visible to the customer. However, they will be visible on the order once the cart is converted into an order. Internal comments remain internal even when the cart is converted into an order. 

Order Comments for Customer

Let's say you have created an offer to a customer, and you want the customer to know that you have created an offer/cart with an expired date. Use the order comments to communicate to the customer that you have created a cart. The comment can be sent as a SMS or through email.

Follow these steps to inform the customer about the new offer

1. Select either email or SMS.
2. Enter the information you wish to include.
   
   
   
   
3. Click "Send Email" to proceed.

Cart activate/deactivated

When a cart is activated, it becomes visible to customers in the online store, allowing them to view, accept, and fulfill the cart or offer from the online shop.An expiration date can be set, making the cart invisible to customers after the specified time while still accessible to salespersons in Omnium. Although setting an expiration date is optional, it can be a valuable feature, giving customers a clear timeframe to make a decision and complete their purchase.

Products tab

The products tab displays a list of items available for purchase, allowing you to search and add products to the current cart. It features the same filtering options as the main product list and lets you search for products by their name or sku. 

When you click the drop-down button to view the inventory, the selected store will be displayed in bold text.

Order details tab

In the Order details tab, an overview of the cart is provided, including the total price, shipment details, and products added to the cart. The inventory of the order lines is also displayed. In this example, Bikeshop Drammen is set as the store, and the inventory for the products in the cart is available from this view. Options to edit, manage, print, and download the cart are available from this view.

Cost tab

An overview of the products added to the cart and the total profit calculated based on their cost price.