Manage Carts in WizOrder

Once your cart is built, the Sales Rep App (WizOrder) & the Online Storefront (WizShop) provides several tools to keep things organized: rename carts for easy identification, download a product presentation to share with your buyer, or delete carts you no longer need.

To Get There: Select a customer > Cart icon

Table of Contents

Before You Begin

• You must have access to WizOrder,  on the mobile app or the web portal
• Cart management works the same way on both the mobile app and the web portal
• You must have products already added to your cart before managing it

A. Rename Your Cart

Give your cart a descriptive name to stay organized when managing multiple carts at once.

From the Mobile App

1. Inside the Cart, tap the three-dot menu and select Rename Cart. Type the new name and Save.
   
   
   
   

B. Download Product Presentation

From the cart, you can generate a product presentation PDF to share with your buyer before submitting the order.

On the Mobile App:

1. Inside the cart, tap the three-dot menu and select Download Presentation
   
   
   

2. Configure your presentation:

   • Pricing visibility: choose whether to include or exclude pricing

   • Template: select from available presentation layouts

3. Tap Download. The PDF is generated and saved to your device
   
   

C. Clear a Cart

1. Inside the cart, tap the three-dot menu and select Clear Cart
   
   

2. Confirm the action. All products are removed from the cart permanently 

D. Adding Custom Line Item

A custom line item lets you add a product to the cart or order that is not in your catalog, useful for items not in your catalog, special requests, or products not yet set up in the system. 

Inside the cart, tap the three-dot menu and select Add Custom Item, or tap + Custom Line Item at the bottom of the cart

1. Click + Custom Line Item
   
   
   

2. Fill in the required details:
   
   

   • SKU ID: Enter the SKU ID of the product

   • Product Name: Enter a name or description for the item

   • Price: Enter the unit price

   • Quantity: Set the quantity

3. Click Add. The custom line item appears in the cart alongside your catalog products

4. Click Add more to add more custom items.

FAQs

1. Can I rename a cart after I have already added products to it?

A. Yes. You can rename a cart at any point, before or after adding products, and before or after submitting an order. The name change does not affect the products or pricing in the cart.

2. Does clearing a cart cancel any orders or quotes already created from it?

A. No. Clearing a cart only removes the products from the active cart. Any orders or quotes that were already created from that cart remain unaffected.

3. Can I share the product presentation directly from WizOrder, or do I have to download it first?

A. The presentation is downloaded as a PDF to your device. From there you can share it via email, WhatsApp, or any other channel you use to communicate with your buyer