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How can I manage cart templates once they are created?
How can I manage cart templates once they are created?

How to edit cart templates.

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Written by Paul Premachuk
Updated over 11 months ago

Users have the ability to create multiple cart templates. If you are unsure how to create a cart template please review this article <link to the related article 'How to create a cart template'>. After creating your cart templates you may wish to make adjustments to the line items and services in the cart or to the pricing you have set.

To make any adjustments to your cart templates you need to click on the Home tab followed by Cart Template.

This will produce a list of all of the cart templates that you have created. From this page, you have the ability to make edits to individual cart templates by clicking on the stylus in the edit column. Clicking on the stylus will open the cart template that you want to make edits to. Once clicked you can now proceed to make the edits you need.

On the Cart Template List page, you will also have the ability to filter your templates. You can filter the cart template list by cart items, template name, template description, template status, expiration status, and by who the template was created by. To do this click on the Filter button and you will be able to enter your search criteria.

The Cart Template List can be exported as a CSV file.

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