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 storespermission for the action you are taking on abandoned cartscarts. asIf parta ofCreate, theEdit, ecommerceor module.Delete This generated referencecontrol is awaitingabsent, workflowdo review.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.

ViewReview recordAbandoned Cart details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Abandoned Cart currently means. Verify Subtotal, Tax Total, Discount Total, Total, and sourceStatus locationbefore relying on it for thisa action.decision.

Confirm

Follow user-facingStore, stepsCustomer beforeLink, approvingOrder, 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 recordsabandoned carts

The evidence packet identifiesUse the viewAbandoned Carts list to find the correct record before opening or changing it. Compare Discount Code, First Name, Last Name, and sourceStatus. locationRecords 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 action.Abandoned ConfirmCart, user-facingincluding steps4 beforelinked-record approvingselections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

sourcelocation user-facingstepsbefore

Field	Required	What it controls
Store	Yes	The evidencestore packetassociated identifieswith thethis viewabandoned andcart.
Customer Link	No	The customer link associated with this abandoned cart.
Order	No	The order associated with this abandoned cart.
Discount Code	No	The discount code associated with this abandoned cart.
Session Key	No	The session key recorded for this action.abandoned Confirmcart.
Auth approvingUser Id	No	The auth user ID value recorded for this page.abandoned cart.
Email	No	Email address recorded as email for this abandoned cart.
First Name	No	The first name recorded for this abandoned cart.
Last Name	No	The last name recorded for this abandoned cart.
Recovery Token	No	The recovery token recorded for this abandoned cart.
Cart Snapshot	No	Structured cart snapshot data stored for this abandoned cart.
Subtotal	No	The subtotal value recorded for this abandoned cart.
Tax Total	No	The tax total value recorded for this abandoned cart.
Discount Total	No	The discount total value recorded for this abandoned cart.
Total	No	The total value recorded for this abandoned cart.
Item Count	No	The item count value recorded for this abandoned cart.
Status	No	Current status of this abandoned cart. Available values: Open, Recovered, Expired.
Last Activity At	No	Date and time recorded for last activity at on this abandoned cart.
Abandoned At	No	Date and time recorded for abandoned at on this abandoned cart.
Reminder Count	No	The reminder count value recorded for this abandoned cart.
Reminder Sent At	No	Date and time recorded for reminder sent at on this abandoned cart.
Recovered At	No	Date and time recorded for recovered at on this abandoned cart.
Last Recovery Clicked At	No	Date and time recorded for last recovery clicked at on this abandoned cart.

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.