My Cart Favorites
This page is capable of showing an unlimited number of custom pre-set buttons called "My Cart Favorites". Each button gets created and assigned to your username and/or your user id number. You will only be able to edit your own buttons. It is possible to use other user's favorites that are marked as "public". Look for the link that says view/copy/use other public cart favorites. Viewing and copying is limited to a single corporation. More help is available on that page about sharing on a more permanent level (using as your own).
Some companies want a master list of my cart favorites and then want all of the users to use the master list of buttons. To do this, only assign one person the normal my cart favorites and admin permissions. Everybody else only needs the "view only" permission. The system is setup to look for a single set of public favorites. If it finds just one set, it will automatically select that list of buttons as the default set (a shortcut for selecting the use as my own option). If more than one set of favorites is found (totally allowed and ok) the user will be required to select what list to use.
Most of the information in this help file is for users with the basic my cart favorites permission turned on. This page is capable of being in a "view only" mode where the user only gets to use or view the cart favorite buttons. This view only mode is a separate permission. You must have the basic permission in order to add, edit, or copy cart favorite buttons.
There are three different buttons options or styles. One is a simple button style and contains the actual button and a dynamic name (up to two lines long). Another button style is a photo button, which may contain a small parts and general inventory photo or image to help you locate your selection faster. These two button types (simple and photo) are very similar except for size requirements. The other type or style of button is what we call a group or sub group button. The group button options are special and may hold other buttons (stacking and grouping).
There are three different display options within the main group button style or type. They are called button groups, advanced grid, and smart groups.
- The basic button groups allows a user to click one button and then to see and view other buttons (basically stacking or layering of buttons). Unlimited, go as deep as you need.
- The advanced grid group button allows you to click one button and then to see the sub buttons in what we call an advanced grid. Basically, the advanced grid allows you to interact with more than one preset button (nested cart favorites) at a time and allows for integration with a digital scale and sub inventory. In a nut shell, you get to see the underlying setting of the sub buttons in the advanced grid. There are also up and down arrow buttons to help control quantities. This feature allows you to add more than one item at at time to the shopping cart.
- The smart group buttons are basically tiered pricing structures that may be applied to one or more items (parts or general inventory). The smart groups do require an admin permission to setup and maintain what we call "rules" (how the items get to play) and "assignments" (who or what gets to play in the group). Basically, the smart group buttons allow for one-to-many relationships between price structures and assigned items that participate in the group. Smart groups have special code to help facilitate advanced quantity or weight to price ratios and intricate pricing structures. for more information about smart groups, see this help file.
Jumping back to my cart favorite buttons in general... Behind the scenes, each button or favorite will hold hands with pre-selected or pre-set search criteria. The buttons are capable of doing some of the following actions (set by you): General parts and inventory searches (mimics the same search options for searching for a part when doing a normal add to cart action), specific part number searches (tied exactly to one item only including sub inventory packages as needed), recipe/build searches (grouped items, kits, or pre-set lists), and grouping and stacking of my cart favorite buttons. It can also be assigned to an action like: Show part number detail pages, add one to the current open cart, open a specific part number in the advanced add to cart section, or use custom settings to add to the cart (fixed quantities, fixed prices, fixed descriptions, and fixed tax categories). Each of these options are set and held behind the scenes so that all you have to deal with is clicking the correct button. These favorites are not required and are available if you wish or want to speed up some of the add items to cart flow process.
By default, the page will just show the actual buttons that you have created. If you wish to edit and/or change photo assignments (if you are using the photo buttons), you need to look for the link that says "switch this page to edit mode" at the top of the page. Once this link has been clicked you will see small drill-down links for each button. Another way to get to the edit link option is by looking for a link that says "bulk sort my cart favorites". That page has special options for organizing your favorites in bulk and also contains edit links.
If you are using group and sub group buttons, there are special advanced add to cart grids or tables that may be available. You will have the option to enter or send more than one item to the shopping cart at a time. Only items that have a valid numeric quantity will be added. If you don't want to send a specific item to the shopping cart, just delete the quantity value (leave it blank) or set it to 0. These special grids or tables are also setup to interface with a digital USB scale (if wanted or needed). No special code is required. The page allows for values to be scaled in/out without submitting the page (default action on most scales). Scales are used by placing the cursor in the correct quantity field and then clicking the print and/or read button on the scale. The value is passed into the quantity field. Once you are ready, click the enable submit button and then do the actual add to cart. This grid has a double submit process so that a scale may be used on more than one line item if needed. Basically, the page will not be submitted until you are fully ready.
If your buttons have been tied to specific customer types (setting that may be turned on per button), there may be a customer filter option to help show/hide certain buttons (hidden unless needed). The word customer is a corp-wide setting and may be changed as needed. Some examples might be: customer, client, patient, student, associate, etc. Anyways, each button may be assigned to a specific customer type set by your corporation. Some examples might be: basic customer, club member, non-member, vip, gold level, etc. If this setting has been set on your buttons, this page is setup to help you limit the buttons according to the current customer type that is selected for the current shopping cart. The customer type is set for each customer. That value is added when the customer is added to the database. This filter (on the individual buttons) is not required, but may help do a mini or sub button filter based on your customers and what types you have assigned.
This next section may seem a bit technical but will help in explaining how to organize or structure your my cart favorites. Dealing with the display of the buttons, this page has a built in sort criteria for showing the buttons. The page sort is first done on a thing called the my cart favorite category. It looks at the category sort number first and then by the category name. By default, there is a system category that is available to all users called a "General Category". It has a pre-set sort number of 1. This category is not editable as it is shared by all users. All other categories are editable (name and sort value) by you. To add/edit new categories, look for the link at the top of the page that says something to the effect of "add/edit my cart favorite categories".
The second page sort, after the category, is on the buttons themselves. This sort is done per category. The system will first look for a sort number and then it will look at the button name (line one) of the favorite. The reason this information is listed here is to help you more fully understand how to sort and organize your cart favorites. Quick review: Category sort #, category name, button sort #, button name (line one).
If you are using your own categories, the page is set up to provide jump links (technically called anchor tags) to each category or section. Say I sold clothing and had created categories for men’s, women’s, junior boys, junior girls, and kids. The page would show me links for each category. If I couldn't see the correct category (assuming I had quite a few favorites), I could either scroll down the page or look for the link that said "junior girls", or if I clicked the link named "junior girls", it would do the scrolling for me. I would then see the buttons that I had put under that section. These sub navigation links or jump menus will only show up if you are using more than one category. Once again, additional categories are optional but available if you wish to use them.
Each new cart favorite will use one of two technologies. One of the technologies is called "Flash". If you are having problems seeing the Adobe Flash buttons, go to http://www.adobe.com/ and download the newest Flash Player. The other technology is basic web or CSS (cascading style sheets) buttons. These CSS buttons are faster than the flash buttons but may not look as standard (size and shape). As a side note, you may flip what kind of buttons you want to use by changing your personal settings. If additional help is needed, please contact us via email - firstname.lastname@example.org