Cart and checkout

How your buyers' cart works, where the purchase minimum is set, and what to do with a cart that was never confirmed.

Step by step: setting the purchase minimum

1. In the side menu, go to Configuration → Sale Conditions.
2. Fill in Initial Minimum Purchase Value: the minimum amount for a new customer's first purchase.
3. If you want a different minimum for repeat purchases, fill in Minimum Restock Purchase Value.
4. Tap Save.

The four minimums

All of them apply to the whole business, not to a particular product.

• Initial Minimum Purchase Value: the minimum amount for the first purchase.
• Minimum Restock Purchase Value: the minimum amount for customers who already made their first purchase. Optional.
• Initial Minimum Quantity of Units: how many units are required to complete the first purchase.
• Minimum Restock Quantity of Units: the same idea for later purchases.

There is also Expiration for initial minimum purchase, in days: once that period passes without a purchase, the customer is asked for the initial minimum again.

There are no per-product or per-variant minimum quantities. Minimums always apply to the whole order.

When the buyer does not reach the minimum

The cart summary shows the required value and, if the subtotal falls short, a message in red with how much is missing. The Next button stays disabled until they reach it.

The Apply minimum purchase to sellers switch, on the same screen, decides whether your sales reps and managers also have to meet it when they build an order for a customer.

Per-product notes

When adding a product to the cart there is a Special Instructions field where the buyer writes a note for that particular product, for example "pack separately". The note stays visible on the cart line and travels with the order.

Abandoned carts

Where to see them

1. In the side menu, go to Sales → Customers.
2. Use the Abandoned cart filter and choose Yes.
3. On the customer's row, click the yellow chip in the cart column. That customer's cart opens.

What you can do from there

• Complete order: loads the cart lines into the quick order so you can finish it. In that mode the purchase minimum does not block.
• Send by WhatsApp: builds a message with a link for the customer to finish the purchase. The text is editable before sending, and you can copy just the link.

WhatsApp is not automatic. It is a button you open when you decide to write to that customer. The default message is edited in Configuration → Communication, in the Others group, entry WhatsApp abandoned cart.

What is automatic is the abandoned cart email. You configure it in the side menu, under Marketing → Auto-seller ®: you create an auto-email and pick the last cart as the trigger, with how many hours or days to wait.

The daily report

Configuration → Reports holds the Abandoned Carts Report: it arrives by email every day with the fresh carts, ranked by recovery odds, with contact details and a recommended action. You choose the hour you want it and which addresses receive it.

If the report mentions a cart you cannot find in the panel, check the Customers filter: the cart belongs to one specific customer and is opened from their row.

Deleting a cart

You cannot. A customer's cart view is read-only: there is no button to empty it or remove lines. The operation does not exist in the system.

Carts clear themselves after 90 days without activity.

If you need a cart to stop showing up sooner, the only practical route is to ask the customer to empty it from their own session.

An account is required to buy

Building a cart and placing an order requires being signed in. An anonymous visitor who tries to add something gets the sign-in screen. There is no way to enable the cart or the checkout without registration.

What you can do is show prices to a visitor without an account, with the Public Prices switch in Configuration → Products & stock. That is a different thing and it is often confused: seeing prices yes, buying no.

Attaching the payment receipt

Buyers cannot attach a receipt at checkout. The feature does not exist.

The alternatives are for them to mention it in the order note, or to send it to you over WhatsApp or email.

The checkout

The process runs through: reviewing products and quantities, choosing delivery or pickup, choosing a payment method, and billing details. At the end it shows the summary with subtotal, discounts, shipping cost, surcharges and taxes broken out.

Each order ships to a single address. If the buyer needs delivery to several branches, they have to place one order per branch.

If you cannot find it

• The customer sees "The delivery address is not valid": the chosen address is missing the street or the number. The checkout requires both. Have them enter it again using the map autocomplete and picking a suggestion, so the fields fill themselves in. With store pickup this validation does not apply.
• The Next button is disabled: the subtotal does not reach the purchase minimum. The red message in the summary says how much is missing.
• A sales rep cannot close a small order: you have Apply minimum purchase to sellers switched on in Sale Conditions.