This article will provide an overview of your shopping cart and the Shopping Cart Manager. You can find a walkthrough of processing Shelterpay transactions and how each Shelterpay method works here - How to Process a Transaction Through Shelterpay.

Shopping Cart

You can access your cart by starting a transaction from a person record or by completing an intake or outcome that has a checkout associated with it.

You can find a complete walkthrough of that process here - How to Process a Transaction Through Shelterpay.

Below is an overview of each part of your cart. Use the green Next button to navigate to the next slide.

• Associated Records

  On the right, you will see the person the transaction is associated with, along with the animal, if your transaction is associated with an intake or outcome event, like an owner surrender or adoption.

  

• Cart Management

  The Cart Management section of your shopping cart will display all the items in your cart along with the total.

  You will see all animals, non-adoption items, licenses, etc. that you add to your cart here.

  At the top, you will see three buttons:

  1. Add Item - Use this button to add a non-adoption item, license, microchip, or a non-Shelterpay donation.
  2. Add Animal - Use this button to add additional animals that are being adopted.
  3. Manage Discounts - Use this button to apply a discount to the total via a dollar amount or a percentage.

  

• Payment and Delivery Method

  The Payment and Delivery Method section at the bottom allows you to choose the best Shelterpay method to use for your checkout process, assign a cash drawer for your financial reporting, and add a transaction memo if needed.

  When you're ready to send the checkout to the customer, use the green button in the bottom right corner.

  You can find a complete walkthrough of that process, including what the checkout experience looks like for your customers, here - How to Process a Transaction Through Shelterpay.

  

Shopping Cart Manager

You can access your Shopping Cart Manager by clicking the Cart button in the menu bar at the top of your screen.

This will show you all pending transactions in your Shelterluv account.

Note
You need the Configure my shelter and its users user permission in order to view and edit other Shelterluv users transactions.

Transactions can be in one of three statuses in your Shopping Cart Manager:

1. Draft - Drafts represent a cart that you or another user has started, but has not been sent to the customer.
2. Checkout Sent - This means the Shelterpay checkout has been sent to the customer but has not been completed by them yet.
3. Pending Completion - Pending Completion means the customer has completed the checkout and submitted payment. From here, you can click "Complete Transaction" and send the customer important documents, like a receipt or contract.

You can edit, delete, or resend a checkout by clicking the three dots on the right of the transaction. If you resend or edit the checkout, it will invalidate the link that was previously sent to the customer.