Open cart and editing an existing quote

Where to find it

The open cart is in the Cart item of the top menu, which only appears when there are products in it (on a phone, in the dark strip right above the tabs). A quote that already exists opens from the Quotes menu, by clicking its row.

What the open cart is

The cart is the work before it becomes a quote: the products you have been adding from the Catalog and have not saved yet. It has no number and does not appear in the Quotes list, because it is not a document yet.

The cart is kept in your account: you can close the screen and come back later, and it stays there until you save or clear it. It is yours only: another seller or the administrator cannot see a colleague's half-built cart. As soon as you save, it becomes a quote and can be seen like any other.

How to know there is an open cart

• At the top of the screen, the Cart item shows in parentheses how many different products are in it: it is the line count, not the sum of the quantities.
• On a phone, the dark strip above the tabs shows Cart, the total and View.
• In the Quotes list, when those two notices are not in view (for example, because you are in the middle of editing a quote), the strip You have an open cart with the number of items appears, reminding you that it is not a quote yet and does not appear in the list. The Continue link takes you to the cart.

Continue, keep or throw away an open cart

1. Click Cart at the top (or Continue, on the strip in the Quotes list).
2. To keep the work, click Save Quote: the cart becomes a draft quote, with a number, and leaves the cart.
3. To throw it away, click Clear in the header and confirm with Clear.

⚠️ Clearing a new cart deletes everything, and the confirmation says how many items will be lost. The deleted cart does not become a cancelled quote and is not recorded anywhere. If there is a chance you will need it, save it as a quote.

Edit a quote that already exists

A draft quote is editable right on its page: there is no "edit" button and no "save" button. Each change (quantity, price, customer, conditions, notes) is saved right away.

A quote that is already with the customer, confirmed or cancelled does not open for editing the same way; see Whose turn it is, and when the quote freezes.

If you leave the page in the middle of editing, nothing is lost: what was changed is already saved on the quote.

Add products to a quote that already exists

In the quote table, click Add Item and look for the product in the Search field that opens right there: the product goes into the quote right away, and those already in it appear marked with already in the quote. On an order allocated among branches this button does not appear in the table.

To choose from the full Catalog, click view full catalog. From then on you are in add items mode:

1. In the Catalog, the top menu item shows the quote number with the product count (on a phone, the dark strip also shows the number). What you add goes to that quote, not to a new cart; the exception is a product from another store, and then the screen asks first.
2. To go back, click the quote number at the top.
3. On the quote page, the blue Editing quote bar appears with the number and the product count, and the note Saved automatically.
4. Click Finish editing to wrap up: the quote stays a draft, the screen shows Quote saved. and the page starts showing the quote read-only.

To edit again after finishing, use the Resume editing button, at the top of the quote page.

A cart left open when adding items to a quote

You can only have one piece of work in progress at a time. If there is an open cart and you enter add items mode for a quote, the You have a cart in progress window appears, saying how many items it has. The ways out are:

• Save as quote: the cart becomes its own quote and you go on to the Catalog adding to the quote you were editing;
• Discard cart: the cart is deleted and you go on the same way;
• Cancel: nothing changes and you stay where you were.

Import and Clear inside an existing quote

On the page of a draft quote, Import and Clear are in the Other actions menu, next to Export:

• Import adds lines to the quote from a photo, spreadsheet or pasted text. See Import a quote on screen: photo, PDF or spreadsheet.
• Clear opens the Discard changes confirmation: the changes made since you opened the quote for editing are undone and it goes back to what it was before, and no item that was already on the quote is deleted.

⚠️ The menu item's text talks about removing the lines, but on a quote that already has a number the effect is the confirmation's: undoing the changes of this edit. Read the window before confirming.

Common questions

I built a cart and it disappeared from the Quotes list. It was never there: a cart is not a quote. Look for the Cart item at the top, or the You have an open cart strip in the list.

Can my colleague see the cart I started? No. Only after it is saved, as a quote.

Where is the quote's save button? There is none: a draft quote saves on its own. Finish editing only appears when you are in add items mode.

I closed the tab in the middle of editing. Did I lose anything? No. What you changed has already been saved.

I cleared an existing quote and the items are still there. That is expected: on a quote with a number, Clear undoes the changes of the current edit, it does not delete the quote.