Checkout Baskets Overview

Learn about Checkout Baskets

1 About Checkout Baskets
2 Benefits
3 Key Terms and Glossary
4 Using Checkout Baskets
5 Where to find Checkout Baskets
6 Checkout Basket Management
7 FAQ’s

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Supporting Resources

On demand webinar: Getting the most out of your Checkout basket

About Checkout Baskets

The Checkout Baskets DataGrid displays all Checkout transactions both current and historic that have taken place within your accessplanit platform.

The DataGrid displays who created the Basket, the Booking ID, Billing Object, Status, and the stage that Basket is currently at.

Benefits

Here are the benefits of using Checkout Baskets

Tracking	By tracking Checkout Baskets, you can see what items were purchased, when they were purchased, and who it was that made the purchase
Abandoned Baskets	Checkout Baskets help you to identify the content of abandoned baskets, allowing you to look for patterns, e,g, customers adding a specific course but not finishing the booking
Missing Information	Identify baskets that have not had the Additional Information step completed & flag baskets as having Additional Information if this has been supplied separately

Key Terms and Glossary

Booked User ID	The User ID of the booked user
Purchaser Label	The full name of the user, or account that has made the booking
Purchaser Type	Identifies if the purchaser is an account (company) or user (individual)
Purchaser ID	The user ID of the purchaser's account
Status	Status shows the Status of the Checkout Basket and can help determine what stage the Basket is at, here is a list of Statuses that may show: Active - This is an active record that is yet to fully complete the Checkout Process Awaiting Completion - is a Checkout Basket that has been marked as Completed, so payment has been taken, but not yet been picked up by the background process, so the user Course record and Invoice won't yet exist Completed - This is a fully completed and Checkout Basket Completion Failed - Should something fail in the creation of your Checkout records, the Basket will be attempted again during the next background process, this will be attempted up to a maximum of 3 times, after which it will be marked as "Completion Failed" and will not be attempted again.

Using Checkout Baskets

Within the Checkout Baskets DataGrid, there is nowhere to create a new basket - instead, these are created by users when they select ‘add to basket’ via the admin mode, the portal, or lastly, if you are using Web Integration, booking links on your website.

Checkout Baskets can be viewed and each row can be opened to display its own items.

When right-clicking on a Checkout Basket, you will have the option to view the ‘Items’ within the Basket, this can be Courses, or Products and Services.

You can also complete the ‘Manage Booking Step’ by right clicking - if the ‘Complete Manage Step’ is greyed out, this means it has already been completed.

If a Basket is showing blank with no information such as Name, Bill To, Bill To Type but has the status of Active, this means that the Basket is either still active (and a Booker is in the process of filling in their information) or it means that the Item was added to the Basket and then abandoned.