Cart to order conversion

This article explains how and when StoreConnect turns a cart into an order, and how contact details are recorded along the way. It applies to both guest and logged-in checkouts.

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 (an in-stock, 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 with a Status of Draft. Once the order exists, the cart’s Order field is populated, creating a two-way link between the cart and the order.

How contact details are recorded

For guest (anonymous) carts, the Contact and Account fields stay blank. The customer’s email and phone are stored in the Checkout Email and Checkout Phone fields on the cart.

For logged-in customer carts, the Contact and Account fields are populated automatically from the customer’s login. The Checkout Email on the cart can still differ from the email on the linked Contact. A customer can enter a different email during checkout without changing their Contact record.

Failed conversions

Do not manually create an Order record to resolve a failed conversion. Conversion involves several linked steps that the system must handle together, and creating the order by hand can leave the records inconsistent. 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, giving you an audit trail for staff-assisted sales.

Quote requests converted to orders

When a customer adds an item that needs a quote, the checkout flow is shortened. When checkout is finalized, StoreConnect:

1. Validates the contact information and saves it to the cart.
2. Creates an Order record from the cart data.
3. Converts Cart Items to Order Items.
4. Transfers customer notes and Cart Campaign records.
5. Sets the cart’s Status to quotation_requested.
6. Finalizes the quotation through a background job within 30 seconds.
7. Creates a new empty cart for the customer’s session.

For how to prepare your store and products for quotes, see Quote requests.