# Cart to order conversion

Source: https://support.storeconnect.com/articles/cart-to-order-conversion · Last modified 21 August 2026

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](quote-requests).

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StoreConnect Support — https://support.storeconnect.com/articles/cart-to-order-conversion