Shopping Baskets DataGrid Overview

Learn about Shopping Baskets DataGrid

1 About Shopping Baskets
2 Benefits
3 Key Terms and Glossary
4 What can I do in the Shopping Baskets DataGrid?
5 Where to find Shopping Baskets
6 Shopping Basket Management
7 FAQ’s

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About Shopping Baskets

The Shopping Baskets DataGrid displays all Shopping Basket transactions (both current and historic) that have taken place within your system. The DataGrid displays who created the Basket, the Booking ID, Billing Object, Status, and the stage that the Basket is currently at.

Benefits

Here are the benefits of using Shopping Baskets

Tracking & Reporting	Add Google Analytics to your Shopping Basket to track Baskets, payments, page clicks and more. Bookings and payments can also be reported on using our Report Writer Tool to allow you to view all data in one place.
Abandoned Baskets	Use Workflows to send reminders to your Customers when they abandon their baskets

Key Terms and Glossary

Status

The status ‘Active’ means the basket is currently live, and the booking is being made.

The status ‘Completed’ means that the delegate has made and completed this booking.

The status 'Inactive' means that the booker did not complete their booking, and the basket is no longer active.

Stage

The stage tells you what point in the basket process the booker is in. For example, the ‘Edit Delegates’ stage is the stage at which the Delegate is adding themselves or another Delegate to the course.

SB3

You might hear our team or your Colleagues refer to Shopping Basket as SB3, this is an old term that is used and may co

What can I do in the Shopping Baskets DataGrid?

The Shopping Basket DataGrid can be useful for a wide variety of purposes. Like any standard DataGrid, it can be filtered, allowing you to easily access the information you're looking for. This means that it can be useful for reporting on instances of abandoned Shopping Baskets, or the number of completed Shopping Baskets.

You can also delete any shopping basket that is not currently completed. This can be particularly useful if you're trying to delete a Course Date record but are encountering the "This course cannot be deleted because it is referenced by 1 invoice" warning due to a Shopping Basket being abandoned at the Billing Stage.

Where to find Shopping Baskets

From the Main Navigation Menu, select ‘Shopping Baskets’
This will open the Shopping Basket DataGrid

Shopping Basket Management

Learn how to create and manage Shopping Baskets in your platform:

Book a User onto a Course through the Shopping Basket

How To - Shopping Baskets DataGrid

Shopping Basket Issues

Integrate your Basket with Google Analytics (GA4)

Shopping Basket Options Overview

How To - Shopping Basket Options

FAQ’s

External Shopping Baskets are currently not supported. You can however customise your current Basket to match your Company Branding using ‘Shopping Basket Options’

No, but you can send abandoned emails using Workflows to remind your customers they still have something in their basket.