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Mini shopping cart/Basket Draft

๐Ÿ›๏ธ Mini Shopping Cart / Basket Draft

๐Ÿ“˜ Purpose

The Mini Shopping Cart in Guided Buying allows you to:

  • View and manage items added to your shopping cart

  • Review total value and item details

  • Edit or remove items before submission

  • Save your cart as a Basket Draft if itโ€™s not ready to submit


๐Ÿ–ฅ๏ธ 1. Viewing the Shopping Cart

After adding items to your cart:

  • The total cart value appears in the top-right corner of the Guided Buying screen.

  • Click the Shopping Cart icon to open the Basket Preview.

image-20250422-141441.png

Shopping cart


๐Ÿงพ 2. Basket Preview Overview

The Basket Preview displays key details of your Purchase Requisition (PR).

Document Name

Each PR is automatically named when the first item is added.
It includes:

  • ๐Ÿ‘ค Username of the creator

  • ๐Ÿ“… Date when the first item was added

  • โฐ Time when the first item was added

If multiple systems are in use, the backend system name will also appear.

image-20251024-053820.png


Items Section

This section lists all products currently in your shopping cart.

You can:

  • View product image, short description, quantity, and item value

  • See applicable scale prices

  • Remove individual items using the ๐Ÿ—‘๏ธ (bin icon)

  • View related items (displayed in a collapsible tree structure)

๐Ÿ“Œ The total number of items is displayed in the header.


โš™๏ธ 3. Available Actions

Action

Description

๐Ÿ—‘๏ธ Remove All

Deletes all items from the cart. (The PR name remains the same.)

๐Ÿ’ฐ Total Value

Displays the combined cost of all products in the cart.

โœ๏ธ Edit Basket

Opens detailed settings for your PR, such as accounting, delivery address, etc.

โœ… Submit

Sends all cart items to create the Purchase Requisition.


๐Ÿ’พ 4. Saving a Basket Draft

If your basket cannot be submitted (e.g., due to missing information), you can save it as a draft and continue later.

Steps to Save as a Basket Draft

  1. Open the Shopping Cart.

  2. Click Save as Draft.

  3. The system saves your cart under your Basket Drafts list.

You can reopen drafts later to complete and submit.

image-20251024-054128.png


Additional Notes

  • You can save multiple basket drafts for future processing.

  • Each draft retains its PR name and contents.

  • Drafts remain available until manually deleted or submitted.

image-20251024-054411.png


โœ… Summary

  • The Mini Shopping Cart gives a quick overview of all items before submitting.

  • You can edit, remove, or submit items directly from the Basket Preview.

  • Use Basket Drafts to save unsubmitted carts for later processing.

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