Cart to order conversion

A cart can proceed to checkout only when all of the following are true.

1. The cart has a linked Store.
2. The cart has at least one valid Cart Item (in-stock and available product).
3. The Abandoned checkbox is not selected.
4. The Status is not paid, complete, or quotation_requested.

When payment is completed (or a quotation is requested), StoreConnect automatically creates a new Order record.

The new order is created with a Status of Draft. After the Order is created, the cart's Order field is populated, creating a bidirectional link.

Contact details for guest and account carts

Guest (anonymous) carts: The Contact and Account fields remain blank. The customer's email and phone are stored in the Checkout Email and Checkout Phone fields on the cart record.

Logged-in customer carts: The Contact and Account fields are populated automatically from the customer's login. Note that the Checkout Email on the cart may still differ from the email on the linked Contact — a customer can enter a different email during checkout without modifying their Contact record.

Failed conversions

Do not attempt to manually create an Order record to resolve a failed conversion. The process involves multiple linked steps that must be handled by the system. Escalate to technical support instead.

Staff-assisted conversion

The Assisted By User field identifies the Salesforce user who helped a customer complete their purchase. When the cart converts to an order, this value carries over, providing an audit trail for staff-assisted sales.

Quote requests converted to orders

When a customer adds an item to the cart that they need a quote for, the checkout flow is shortened. When the checkout is finalized:

1. Contact information is validated and saved to the cart.
2. An Order record is created from the cart data.
3. Cart Items are converted to Order Items.
4. Customer notes and Cart Campaign records are transferred.
5. The cart's Status is set to quotation_requested.
6. A background job finalises the quotation within 30 seconds.
7. A new empty cart is created for the customer's session.

Find out how to set up your store and products for quotes.