Shopping Cart¶
The Shopping Cart provides a "browse-first" workflow where agents can search for services, add items to a persistent cart, assign a customer, and check out to create a booking.
Adding Items to the Cart¶
- Navigate to any search page: Online Hotels, Flights, or Tours & Activities.
- Perform a search with your desired criteria.
- Click the Add to Cart button on a search result.
How it works for each service type:
- Hotels -- Click a hotel card, select a room option in the modal, then click Add to Cart.
- Flights -- For round-trip flights, select the outbound flight, then the return flight. Both legs are added as a single cart item with the combined price.
- Activities -- Click Add to Cart on the experience card or in the product detail modal.
The cart icon in the top-right navbar shows a red badge with the current item count.
Managing the Cart¶
Navigate to the cart page by clicking the cart icon in the navbar, or via Bookings > Shopping Cart.
Assigning a Customer¶
- Type in the "Search by name, email or phone" field at the top of the cart.
- An autocomplete dropdown shows matching customers from the system.
- Select a customer to assign them to the cart.
A customer must be assigned before you can check out.
Editing Cart Items¶
Each cart item has editable Qty, Cost, and Sell fields. Changes save automatically and the total is recalculated.
Adding Manual Items¶
Use the Add Manual Item form at the bottom of the cart to add services that are not available through search (e.g., transfers, insurance, custom arrangements). Select the service type, enter a description and pricing.
Removing Items¶
- Click the trash icon on any item row to remove it.
- Click Clear All to empty the entire cart.
Checking Out¶
- Ensure a customer is assigned and the cart has at least one item.
- Click Proceed to Checkout.
- A booking is created with status ENQUIRY, and all cart items become service lines.
- You are redirected to the booking detail page.
Adding Cart Items to an Existing Booking¶
Instead of creating a new booking, you can merge cart items into an existing one:
- Click Add to Booking on the cart page.
- A booking search modal opens. Search by customer name, booking reference, email, or phone.
- Only eligible bookings appear: unpaid, same customer, no active payment link.
- Select a booking to merge the cart items as new service lines.
This is useful for building up multi-service bookings incrementally.
Special Cart Scenarios¶
Hotel Packages¶
On the hotel package booking page, click Add to Cart instead of Checkout. The package details (rooms, passengers, meal plan) are stored with the cart item. On checkout, passengers from the package are automatically added to the booking.
Offline Tickets¶
On the offline ticket sale page, click Add to Cart instead of Create Reservation. The tickets are reserved immediately to prevent someone else from purchasing them. If you remove the cart item or abandon the cart, the tickets are automatically released.
Note: Ticket quantity on the service line cannot be changed after adding to cart. Remove and re-add if you need a different selection.
Cruise Bookings¶
When a cruise booking reaches "Payment pending" status, click Transfer to Booking to create a BLM booking for payment processing. You will be asked to assign a customer. After transfer, use the checkout page to generate a payment link.
Agent Rotation and Cart Parking¶
Carts persist across login sessions. If a different agent takes over a customer:
- Empty cart -- The customer's existing cart is transferred to the new agent.
- Non-empty cart -- The customer's old cart items are merged into the new agent's existing cart. Old carts are automatically retired after the merge.
When an agent starts working with a new customer, the current cart is automatically parked (set aside) and a new cart is created. Parked carts can be resumed by any agent who assigns the same customer.
Customer Quick Search¶
All pages with customer lookup use a unified search field that searches by name, email, and phone simultaneously. Type at least 2 characters to see matching customers. Click a result to auto-populate all customer fields.
This is available on:
- Booking Cart
- New Booking Wizard
- Hotel Package Booking
- Offline Tickets Sale
- Visa Management
Cart Expiry¶
Carts that are inactive for an extended period are cleaned up automatically. See Maintenance Dashboard for details on stale cart management.
Next Steps¶
- Payments and Checkout -- Payment methods and checkout flow
- Managing Bookings -- Working with the booking created from checkout
- Service Lines -- Understanding the service lines created from cart items