Navigating the Cart

RepSpark 2.0's cart provides multiple views to manage your orders efficiently. Each view serves specific purposes and offers unique functionality to help you review, edit, and organize your products across single or multiple orders. This guide will describe all of the different cart views, their functions, and best practices for using them.

How It Works

The cart adapts to your workflow needs with four distinct views: Orders, Pivot, Compact Pivot, and Summary. You can switch between views using the tabs at the top of the cart, and your sorting and grouping preferences carry across all views for consistency.

Cart Views Explained

Orders View

The Orders view displays a traditional e-commerce cart experience, showing all products within a single order. Use the tabs to switch between different orders in your group.

Best for:

Adding customizations to products
Managing validation errors
Detailed product-by-product review
Adding the same product multiple times with different customizations

Unique Features:

Customization management - The only view where you can add or edit product customizations
- Duplicate line items - Add the same SKU twice to apply different customizations (e.g., different logos on the same shirt)
The most robust functionality - This is the only view you can duplicate or delete orders
Validation messages - View specific error messages and requirements for each line item

Available Actions:

Sort products by price, name, or SKU
Group products by category
Copy size runs to other orders
Delete individual products
Adjust quantities by size
View retail and wholesale pricing
Delete order in an order group
Duplicate order in an order group

Grouping Feature: When you group by product category:

A minimap appears on the right side
Shows category breakdowns with units and totals
Provides quick navigation between categories
Displays subtotals for each product group

Tip: Use Orders view when you need maximum control over individual products or when dealing with customizations and validation errors

Pivot View

The Pivot view presents your orders in a spreadsheet-style format with orders as columns across the top and products as rows down the left side

Best for:

Managing multiple orders simultaneously
Planning quantities across delivery dates
Bulk quantity entry
Comparing orders side-by-side

Layout:

X-axis (horizontal) - Individual orders with delivery dates
Y-axis (vertical) - Product SKUs with details
Cells - Quantity input fields for each product/order combination

Available Actions:

Tab through cells for quick data entry
Sort products by various criteria
Group products by category
Copy size runs between orders
View units and amounts per order
See totals across all orders

Navigation Tips:

Use Tab key to move between quantity fields
Enter quantities directly in cells
Gray cells indicate locked or submitted orders
Running totals update automatically

Compact Pivot View

A condensed version of the Pivot view, focusing purely on quantity management without additional product details

Best for:

Quick quantity adjustments
Minimal scrolling on large orders
Experienced users who know their products
Final quantity review before submission

Key Differences from Standard Pivot:

Condensed product information
No copy size runs functionality
Cannot add or remove products
Streamlined for pure quantity entry
Smaller row heights for more products on screen

When to Use:

After all products are added to orders
When you only need to adjust quantities
For quick final reviews
When working with familiar product lines

Note: Switch to standard Pivot or Orders view if you need to add/remove products or copy size runs

Summary View

The Summary view provides a read-only overview of your entire order group, organized by product category

Best for:

Final order review
Budget verification
Category-level analysis
Presenting orders to customers

Display Features:

Products grouped by category automatically
Category subtotals with units and amounts
Individual product thumbnails within categories
Consolidated view across all orders
Total units and dollar amounts per category

Limitations:

View only - no editing capabilities
Cannot adjust quantities
Cannot add or remove products
No sorting options (follows grouping from other views)

Use Cases:

Final review before submission
Sharing order summary with customers
Verifying budget allocations by category
Quick visual confirmation of order contents

Sorting and Grouping

How It Works

Sorting and grouping preferences persist across all cart views:

Sorting Options:

Product number (default)
Product name (A-Z or Z-A)
Price (ascending or descending)

Grouping Options:

None (default)
Product category

Cross-View Persistence

Set sorting/grouping in any view
Automatically applies to other views
Remains active during your session
Saves as URL parameters for easy sharing

Example: Group by category in Orders view, switch to Pivot view, and the grouping remains active

Common Workflows

Workflow 1: Adding Customized Products

Start in Orders view
Add products with first customization
Add same product again with different customization
Review both line items separately
Switch to Summary view for final review

Workflow 2: Multi-Date Order Planning

Begin in Pivot view to see all dates
Add base quantities across orders
Switch to Compact Pivot for fine-tuning
Tab through cells adjusting quantities
Use Summary view for budget check

Workflow 3: Fixing Validation Errors

See "Action required" indicator
Stay in Orders view
Click action required to see messages
Address each validation error
Verify corrections before proceeding

Tips and Best Practices

For Efficiency:

Use keyboard shortcuts (Tab) in Pivot views
Set up grouping before entering large orders
Use Compact Pivot for final quantity passes
Keep Orders view for complex customizations

For Accuracy:

Always check Summary view before submission
Address validation errors in Orders view immediately
Use grouping to verify category allocations
Review totals in multiple views for confirmation