Manage Transferred Carts

Customers who use BuyerQuest only to browse and select products create carts that are transferred to their organization's ERP system for the rest of the procurement process.

Transferred Carts Overview

Transferred Carts are created when users log in to BuyerQuest from their ERP, complete their shopping by adding items from the catalog to the shopping cart, and the cart is then transferred back to their ERP for further processing. 

Transferred Carts do not become Requests or Purchase Orders in the BuyerQuest system. 

Access to Transferred Carts

Permission to access transferred carts is configured in the Admin Control Panel.

To configure a user to access transferred carts and their details, navigate to Menu > Users > Manage User Permissions

Click on the specific user and edit the permissions.

Once the check box Enable Access to Transferred Carts checked and saved, the user can see the Transferred Carts link under MY DOCUMENTS in the Main Menu.

Transferred Carts Grid

Access to the Transferred Carts Grid is enabled in the Admin Control Panel under My Documents Permissions. 

1. Enable Access to Transferred Carts Grid enables viewing the Transferred Carts menu under My Documents.
2. Global Transferred Cart Search provides access to all the Transferred Carts in the system through search or browse. 

Access the Transferred Carts Grid from MY DOCUMENTS in the Main Menu for review and management of Transferred Carts. 

The Transferred Carts grid allows filtering by Transferred By, Transferred Date, Supplier, and Total Amount. ACTIONS allowed are View details and Reorder. 

Transferred Cart Details

Click on a cart to view details. Please note that details are read only and cannot be edited.

Special Character Handling in Cart Transfer

BuyerQuest handles special (non-keyboard) characters in cart transfers from BuyerQuest to ensure accurate product information passed to an organization's ERP system. Character conversion is configurable for transmissions in cXMLto be either ASCII or HTML compatible. 

For technical details on the configuration for character conversion in transferred carts, see the documentation topic:

Special Character Handling in Cart Transfer (Punchout Order Message from BuyerQuest to Client ERP)