Published at: 2026-10-12

Configure cart layout and checkout rules

Before you begin

❗

Applicable scope: ShareOrder Professional Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Cart layout and checkout configuration

Customize web cart footer fields

For the web cart footer, users can customize the fields to display:

##### Web example result ##### Configure web footer fields

Select settings. The system expands the configuration area. You can show up to 8 fields. The last configured field value is highlighted by default (Deal amount total in the example):

#### Customize Mobile Client cart list and footer fields

For the Mobile Client cart list and footer, you can customize the fields to display:

NOTE: Display style must be Compact mode. This capability is currently adapted only in compact mode:

##### Customize Mobile Client cart list fields

###### Mobile list field example ###### Configure Mobile Client list fields

Select Go to configure to open the sales order Mobile Client layout. Set fields in the Order product component Detail Object field settings:

NOTE: Display style must be Compact mode:

##### Customize Mobile Client cart footer fields

###### Mobile footer field example ###### Configure Mobile Client footer fields

Select Go to configure to open the sales order Mobile Client layout. Set fields in the Order product component Master object summary field settings:

NOTE: Display style must be Compact mode.

Mobile Client add-to-cart dialog shows only required fields by default

Add-to-cart dialog example

##### Configure required fields in the add-to-cart dialog

Select Go to configure, then go to Setup > Related Documents configuration and turn on the switch.

After it is on, the add-to-cart dialog shows all required order-product fields by default:

#### Check out the cart to a custom object

The cart checks out to a sales order by default. The system can also use conversion relationships to check out to quote, contract, or other objects. Path: Setup > Object Management > Conversion rules

Configure the cart checkout object conversion relationship.

After the conversion relationship is configured, the cart can check out to a custom object.

## Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.