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Managing Your Saved Carts

Saved Carts let you store and reuse shopping carts for recurring orders. You can view items by supplier or location, set up Auto-Ship with a custom frequency, and manage each cart's settings. Carts are created from the Catalog — see "How to Save a Cart."

Saved Carts store shopping carts you've built so you can reorder them without starting from scratch each time.

How to view your Saved Carts

  1. Go to Shop > Saved Carts

  2. Each cart shows its name, last or next order date, and whether Auto-Ship is turned on

  3. Use the search bar to find a specific cart

  4. Click a cart to view its contents

How to create a Saved Cart

Saved Carts are created from the Catalog by adding items to a cart and saving it. See How to Save a Cart for the full walkthrough.

Viewing cart contents

Once inside a cart, you can view items in two ways using the toggle icons above the item list:

  • By Suppliers — groups items under each supplier (e.g., Medline, Henry Schein)

  • By Locations — groups items under each shipping location (e.g., Northwest Atlanta Vascular Care, Second Office)

The Summary panel on the right shows item counts and subtotals broken out the same way, along with the cart Total.

Setting up Auto-Ship

If Auto-Ship isn't turned on for a cart, you'll see a prompt to Set Auto-Ship. Once enabled, you can configure:

  • Last Order — the most recent date this cart was ordered (click View to see that order)

  • Frequency — how often the cart should reorder (e.g., every 6 weeks)

  • Next Order — the upcoming scheduled order date

Managing a cart

Click the Settings gear icon in the Summary panel to:

  • Rename Cart

  • Cancel Auto-Ship

  • Delete Cart

Placing an order

Click Order Now to submit the cart:

  • If you have permission to place orders, it will be submitted immediately.

  • If you don't have that permission, it will be sent for Approval from your manager.

Q: How do I create a new Saved Cart?

A: Add items to your cart from the Catalog, then save it. See How to Save a Cart for the full steps.

Q: Can I view my cart items grouped differently?

A: Yes. Use the toggle icons above the cart to switch between viewing items By Suppliers or By Locations.

Q: What does Auto-Ship do?

A: Auto-Ship automatically places this cart's order on a set schedule, based on the frequency and next order date you configure.

Q: What happens when I click Order Now?

A: If you have permission to place orders, it submits immediately. If not, it's sent for approval from your manager.

Q: How do I rename or delete a saved cart?

A: Click the Settings gear icon in the Summary panel to Rename Cart, Cancel Auto-Ship, or Delete Cart.

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