How to Set Up a Generic Cart

Overview

• This article will walk you through how to set up a generic cart within Stone Edge.
• This can be used for custom-built shopping cart integrations or nonstandard web cart integrations.
• It can also be used if you need to import order information thru a text document.

Setup Steps

1. Main Menu -> Gear Icon (Settings)
2. System Functions -> Shopping Carts
   
3. Opens the “Shopping Carts” screen
4. Click “Add” in the top-right corner
   1. Create a Store Name to identify your shopping cart (it can be anything)
   2. Cart Type = Generic
   3. Import Method = XML
   4. Cart ID/Username -> Given when registering for a shopping cart integration (case sensitive)
   5. Cart Password -> Given when registering for a shopping cart integration (case sensitive)
   6. Store Code -> (leave blank)
   7. Script URL -> Given when registering for a shopping cart integration
   8. Server Username -> (leave blank)
   9. Server Password -> (leave blank)
   10. Synchronize Inventory -> If QOH is desired to be tracked
       1. NOTE: Must send the entire QOH to work properly
       2. Use the “Import & Update Data” button to get to “Advanced Cart Functions.”
          NOTE: Check Advanced Cart Functions Screen Overview for more information.
   11. The website uses Payment Encryption
   12. Decryption Key -> Only enter if the prior option is checked
   13. Suppress Stone Edge emails to Marketplace -> Check if desired
       NOTE: Choose if the shopping cart does not allow external emails sent to customers
       
5. Click “Save” in the top-right corner.
6. Shopping Cart will now be listed! (Alphabetical Order)
7. Click the X in the top-right corner to close the screen.

Parameters

Extra configuration that may be needed.

1. Main Menu -> Settings -> Set System Parameters
2. Click PC & Cart Based Parameters
3. Choose cart created in above steps
4. Set the following:
   1. Parameter Group: Generic Carts
      • GenericImportMethod = XML
      • GenericOrderNumberType = Set to “Number” if cart order numbers are all numeric, otherwise set to “text”
      • GenericQOHChangeSendAsXML = True (only needed if tracking inventory)
      • GenericScriptVersionNumber = 1.0
      • GenericStatusSendXML = If sending statuses back to cart set to “True” (typically for sending tracking numbers)
   2. Parameter Group: Program
      • UseGenericStatusUpdates = If sending statuses back to cart set to “True” (typically for sending tracking numbers)
   3. Parameter Group: Credit Cards
      • WebTransactionType = If capturing payments in Stone Edge set to “Pre-Authorize”, otherwise set to “Sale”
   4. Parameter Group: Order
      • AssumePaidInFull = True (if using generic payment methods; check Add a Payment Method for adding new payment methods)
      • PayPalOrdersArePaidInFull = Set to “True” if PayPal transactions are completed through cart and no PayPal credentials are in Stone Edge.