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Carts

Carts view in Octibiz

Overview

A cart is a started purchase in the shop that is not yet an order. The shop reports it as soon as someone starts the checkout, and every change updates the same cart. If it rests for one hour, carries an email address and is not ordered, it counts as abandoned — the trigger of the abandoned-cart reminder and of your own automations.

You reach the list through Carts in the sales channels.

Core tasks

Read the state. Every row shows last activity, address, name, channel, contents, total and the state:

  • Open — started; the hour of rest is not over yet or the address is missing.
  • Abandoned — reported; the abandoned-cart reminder has picked it up if it is running.
  • Ordered — the shop reported the completion, or an order from the same address came in on the same

channel. Waiting reminders end immediately.

Filter by state. The filter State shows, for instance, only abandoned carts.

Connect the shop. Carts are reported through a flow in the integration hub. For Shopify there is the template Shopify: carts via webhook — see Shopify. Other shops report to the same interface through a mapping of their own.

Fields in detail

The column What it does answers what changes in the system — not what the field is called. The grey name behind it is the API field.

FieldRequiredValues / formatWhat it does
ID externalIdyestextRecognises the cart; every report with the same ID updates it.
Email emailnoaddressWithout an address no cart is reported as abandoned — there would be nobody to remind.
Phone phonenonumberFor the short message of the reminder; sent only with SMS consent.
Total totalAmountnocentsShown in the reminder ("49.90 EUR in total").
Contents itemsnolistItem, quantity and price; the reminder names up to three.
Way back recoveryUrlnoaddress in the shopThe button Back to my cart leads there.
Last activity lastActivityAt—point in timeThe hour until abandoned runs from here; every change resets it.
State status—open, abandoned, orderedSee above.
Ordered at orderedAt—point in timeWhen the order was placed. The shop reports it as completedAt; otherwise an order from the same address in the same channel sets it.

Settings & permissions

  • Module module.channels.
  • channels.checkout.view — see carts. A permission of its own because a person's address and contents

become visible; brand scope through the channel.

  • channels.sync.execute — report carts (the flow in the integration hub).
  • The standard automation Report abandoned cart is on by default. For another delay create a copy with

a different offset and switch this one off.

  • Through the API: POST /v1/channels/channels/{ulid}/checkouts (report), GET /v1/channels/checkouts

(read).

FAQ & troubleshooting

The list stays empty. The shop does not report carts yet. Install the template for your shop in the integration hub and enter the webhook address there.

A cart stays open although it has been resting for hours. The email address is missing — Shopify only knows it once the buyer has entered it at checkout.

Shopware and WooCommerce do not report carts. Neither delivers an event for started carts out of the box. A shop plugin that sends carts by webhook can be connected to the same interface through a mapping of its own.

channels.carts · Available from version 0.6.493