3.0 Shopping Cart Management

3.1 Main Page

Open

When we open the Internal Shopping cart list, the first page is shown to the user, which displays all shopping carts according to the shopping cart number.

The user can click the “+” button to start creating a new shopping cart.

3.1.1 Main Details

The user needs to fill in all columns with the “*” sign under both Main Details and Account to create a new internal shopping cart. All the values can be edited later.

1. Branch

2. Location

3. Reference

4. Transaction Date

5. Credit Terms

6. Credit Limit

7. Sales Agent

8. Currency

9. Permit No

10. CRM Contact

11. Sales Lead

12. Corporate

13. Non-corporate

14. MemberCard

15. Tracking ID

16. Remarks

Open

3.1.2 Account

There are three subpages under the Account. The user needs to fill up those three subpages to create a new shopping cart. All the values can be edited later.

3.1.2.1 Entity

Personal details.

1. Entity Id

2. Entity Name

3. Status

4. Entity Type

5. Identity Type

6. ID Number

7. Currency

8. GL Code

9. Description

10. Email

11. Phone Number

3.1.2.2 Bill to

The address information of the purchaser.

1. Name

2. Email

3. Phone No

4. Billing Address (the field below Billing Address will automatically be filled in after the Billing Address has been selected)

5. Address Line 1

6. Address Line 2

7. Address Line 3

8. Address Line 4

9. Address Line 5

10. Country

11. State

12. City

13. Postcode

3.1.2.3 Ship to

The address information of the receiver.

1. Recipient Name

2. Email

3. Phone No

4. Shipping Address (the field below Shipping Address will automatically be filled in after the Shipping Address has been selected)

5. Address Line 1

6. Address Line 2

7. Address Line 3

8. Address Line 4

9. Address Line 5

10. Country

11. State

12. City

13. Postcode

3.1.3 Line Items

The Line Items page allows the user to connect the product to the shopping cart.

The user needs to click the “+” button to open the item selection page.

All the items are displayed on the left listing page, and the user can open the detail page by clicking the listing row.

The user can view and change the product details on the detail page. After changing, please click the “ADD” button to link the current item to the shopping cart.

1. Item Code

2. Item Name

3. UOM

4. Pricing Scheme

5. Unit Price STD (Exclusive of tax)

6. Unit Price STD (Inclusive of tax)

7. Unit Discount

8. Quantity Base

9. Quantity by UOM

10. UOM to Base Ratio

11. Unit Price STD by UOM (Exclusive of tax)

12. Unit Price STD by UOM (inclusive of tax)

13. Unit Discount by UOM (Exclusive of tax)

14. Unit Price Net by UOM (Exclusive of tax)

15. Unit Price Transaction by UOM (Inclusive of tax)

16. Unit Price Net (Exclusive of tax)

17. STD Amount (Unit Price x Quantity)

18. Discount Amount (Exclusive of tax)

19. Amount Net (Exclusive of tax)

20. SST Code

21. SST/GST/VAT

22. TAX Amount

23. WHT Code

24. WHT

25. WHT Amount

26. Unit Price Transaction

27. Tnx Amount

28. Remarks

3.1.4 Payment

The payment page provides a lot of payment methods to allow users to choose from.

The user can click the “+” button to open a new Select Payment Method page.

After selecting the suitable payment method, please click the “ADD” button to save the change.

After creation, the new shopping cart will be shown up on the main page.

Users can view and change the shopping cart details by clicking the shopping cart row on the list.

The edit page has the same four subpages as the create page.

Main Fields:

1. Branch

2. Location

3. Reference

4. Transaction Date

5. Credit Terms

6. Credit Limit

7. Sales Agent

8. Currency

9. Permit No

10. CRM Contact

11. Sales Lead

12. MemberCard

13. Tracking ID

3.1.5 Account Entity

Personal details.

1. Entity Id

2. Entity Name

3. Status

4. Entity Type

5. Identity Type

6. ID Number

7. Currency

8. GL Code

9. Description

10. Email

11. Phone Number

3.1.5.1 Bill to

The address information of the purchaser.

1. Name

2. Email

3. Phone No

4. Billing Address (the field below Billing Address will automatically be filled in after the Billing Address has been selected)

5. Address Line 1

6. Address Line 2

7. Address Line 3

8. Address Line 4

9. Address Line 5

10. Country

11. State

12. City

13. Postcode

3.1.5.2 Ship to

The address information of the receiver.

1. Recipient Name

2. Email

3. Phone No

4. Shipping Address (the field below Shipping Address will automatically be filled in after the Shipping Address has been selected)

5. Address Line 1

6. Address Line 2

7. Address Line 3

8. Address Line 4

9. Address Line 5

10. Country

11. State

12. City

13. Postcode

3.1.6 Line Items

The Line Items page allows the user to connect the product to the shopping cart.

Fields:

1. Item Code

2. Item Name

3. UOM

4. Pricing Scheme

5. Unit Price STD (Exclusive of tax)

6. Unit Price STD (Inclusive of tax)

7. Unit Discount

8. Quantity Base

9. Quantity by UOM

10. UOM to Base Ratio

11. Unit Price STD by UOM (Exclusive of tax)

12. Unit Price STD by UOM (inclusive of tax)

13. Unit Discount by UOM (Exclusive of tax)

14. Unit Price Net by UOM (Exclusive of tax)

15. Unit Price Transaction by UOM (Inclusive of tax)

16. Unit Price Net (Exclusive of tax)

17. STD Amount (Unit Price x Quantity)

18. Discount Amount (Exclusive of tax)

19. Amount Net (Exclusive of tax)

20. SST Code

21. SST/GST/VAT

22. TAX Amount

23. WHT Code

24. WHT

25. WHT Amount

26. Unit Price Transaction

27. Tnx Amount

28. Remarks

3.7 Payment

The payment page provides a lot of payment methods to allow users to choose from.

Fields:

Based on different payment methods.

After completing all purchase steps, the user needs to click the “Final” button. It will trigger the checking progress, and all the items and values will be checked. If all is correct, the user then can place the order. If there has an error, it will lead the user to the error place and highlight it.