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  1. Delivery Slot Management
  2. Process
  3. Catalog to cart
Process · Catalog to cart

Catalog to cart

Follow the people and records involved in catalog to cart.

Step by step

  1. Prepare catalog Catalog Manager

    Catalog Manager checks the sellable range and Merchant Owner sets the region. Catalog Manager checks the product and variant before the shopper sees them.

    • Merchant Owner sets the catalog; Catalog Manager prepares products and variants
    • Updates Catalogs, Products, Product variants
  2. Configure checkout Merchant Owner

    Check methods, rates and offers. Merchant Owner reviews active methods and rates for the market.

    • Check methods, rates and offers
    • Updates Shipping methods, Payment methods, Tax rates, Discount rules
  3. Receive traffic Marketing Manager

    Record the visit and customer context. Marketing Manager reads the recorded visit source.

    • Record the visit and customer context
    • Updates Store sessions, Resources
  4. Build cart Customer

    Record selected variants and quantity. Customer (external) selects the variant and quantity in the cart.

    • Record selected variants and quantity
    • Updates Carts, Cart items
Catalog Manager
, Merchant Owner, Customer (external), Marketing Manager.
Each person works within the configured role permissions and passes the original record reference to the next owner.

Set up Delivery Slot Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started