Abandoned Carts

Abandoned Carts

Purpose and when to use this record

Review a shopper cart that was not completed, its customer/contact context, totals, recovery state, and any later order.

At a glance

• Identify it by: Discount Code, First Name, Last Name, and Status.

• Check its business context: Store, Customer Link, Order, and Discount Code.

• Why care: Store, publication, consent, payment, and fulfillment states affect what customers see and what staff must act on; check the correct store before saving.

• Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on abandoned carts. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Store records ready first. Those selections determine where this Abandoned Cart belongs and which later screens can find it.

Review Abandoned Cart details

Use the detail page as the shared record of what this Abandoned Cart currently means. Verify Subtotal, Tax Total, Discount Total, Total, and Status before relying on it for a decision.

Follow Store, Customer Link, Order, and Discount Code to determine whether the issue is on this Abandoned Cart or on one of those linked records.

Next check: If recovery is appropriate, use the recorded contact and cart context; if the shopper later checks out, verify the resulting order link rather than treating both records as separate demand.

Edit an existing Abandoned Cart

Edit this Abandoned Cart to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare Store, Customer Link, Order, and Discount Code with the supporting document or approved request.

2. Recheck Customer Link, Subtotal, Tax Total, Discount Total, Total, and Status. These values are most likely to change storefront visibility, customer communication, payment, or fulfillment.

3. Save the change, return to the list, and confirm that the Abandoned Cart now appears under the expected Status.

After the change: If recovery is appropriate, use the recorded contact and cart context; if the shopper later checks out, verify the resulting order link rather than treating both records as separate demand.

Find and review abandoned carts

Use the Abandoned Carts list to find the correct record before opening or changing it. Compare Discount Code, First Name, Last Name, and Status. Records with similar names or numbers can still belong to different Store, Customer Link, Order, and Discount Code.

• Keyword search checks Email, Session Key, and Recovery Token.

• Narrow the list with Store, Customer Link, Order, and Discount Code filters.

• The date filter uses Last Activity At; choose a range that matches the business event you are reconciling.

• The initial order emphasizes Last Activity At. Select a column heading when you need a different comparison.

Open the Abandoned Cart whose Discount Code, First Name, Last Name, and Status match the task. If it is missing, clear the list filters and recheck Store, Customer Link, Order, Discount Code, Last Activity At, and Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 23 user-relevant fields for this Abandoned Cart, including 4 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

If recovery is appropriate, use the recorded contact and cart context; if the shopper later checks out, verify the resulting order link rather than treating both records as separate demand.

Common mistakes and troubleshooting

• The record will not save: Recheck Store and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Store, Customer Link, Order, and Discount Code from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.