Skip to main content

Retrieving Abandoned Carts from your B2B and Unfinished Orders from your Company

 

In cases where retailers from your B2B Website or salespeople within your company have items sitting in their basket/cart, you may produce a report/email notification to remind them.

 

 

The Difference between Unfinished Orders and Abandoned Carts



While the guide below references using Unfinished Orders as a precursor to using the Abandoned Carts feature, we felt it important to describe each to understand the differences.

 
Unfinished Orders - These are orders that a Salesperson or Sales Agency Admin have begun, but not finalized. They've taken the steps to start an order, select a customer, and add items to the Basket, but left the process prior to clicking Finalize, which makes it INCOMPLETE or OPEN, appearing on the View Orders screen.
 
Abandoned Carts - These are orders originating from your company's B2B Website. These occur when a Retailer begin shopping, adding items to their Basket, clicked Checkout, but has not submitted the order to your company.
 
 

Abandoned Carts

This feature is found on the Customers screen.
Begin by filtering by Unfinished Orders (1), then use the Abandoned Carts button (2).

Here you'll be given the ability to choose between unfinished orders within your own company, or within your B2B website:


Unfinished Orders within your Company

 

Using the Unfinished Orders from Portal button, you can choose to filter by orders created by Salespeople, Administrators (Repgroup), or Retailers:

You can choose to Print/Preview the report by clicking Apply after choosing your Export.

You may print/download the report using the corresponding buttons.


Abandoned Carts from your B2B Website

 

Using the Unfinished Orders from B2B button, you can choose to filter by orders created by Retailers:

Here you can choose to either print/preview the report of these abandoned carts, or email the retailer a notification:

When emailing the retailer, they'll receive an email that looks similar to this, reminding them they still have items in their cart:

 

Selecting Particular Customer's Baskets

When Unfinished Orders has been selected and you have chosen "Unfinished Orders from B2B" as shown in the first step above, you will have the option to check mark your customer(s) to send individual abandoned carts. In the example below, "Annie's Hallmark" and "Buyer Five" would be emailed a copy of their cart, as they are check marked on the left side of the Customer's table.

Last updated:
Was this article helpful?