Removing Optional Components from the Shopping Cart

Bundles and Packages can be configured to allow some of the items contained in them to be mandatory or optional. Mandatory items will always be purchased when a Bundle or Package is purchased and cannot be deleted from the invoice. Optional items are items that are included in the Bundle and/or Package and are purchased by default when the Bundle and/or Package is purchased. However, optional items can be deleted by going to the eWeb Shopping Cart and manually removing them from an Open Invoice.

Configuring the Optional Products

Follow the steps outlined in the Adding a Bundle Product help topic or the Package Components help topic to add products to the bundle or package .

Make sure to click the optional? checkbox. This will flag this component as optional. Optional products can be removed by the user in the online Shopping Cart.

Configuring the System Option

The ability to remove optional items from Bundles and/or Packages is controlled by the eWebInvoiceLineItemRemovalBehavior system option. This system option has three options that can be set:

• AllowRemoval - allows any line item to be removed from the shipping cart. This allows the individual to create a partially paid invoice since the line item still exists on the invoice.
• DisallowRemoval - allows the line item and all line items for the same invoice in the cart to be removed. The invoice will still exist with the original line items.
• AllowRemovalWithVoid - allows the user to remove line items that are optional components of a bundle or package. When the user removes an optional item from a bundle or package, the removed items will be voided off the invoice.

To enable the ability to remove an optional component from a bundle and/or package and have the item voided off the invoice, you must select the AllowRemovalWithVoid option.

Removing Optional Items from Bundles and/or Packages

Users also have the ability to remove optional items from the Bundle during the checkout process on open invoices, so they only pay for what they actually wish to purchase. However, items within the Bundle must be set up to allow for this feature to be taken advantage of.

Note: The ability to delete single line items from bundles/packages in invoices, only works with items that have been flagged as optional in the bundle/package.

To remove an optional item from a bundle/package in an open invoice in the Online Store, complete the following steps:

1. Visit your eWeb site.
2. Click the Online Store link, located in the left navigation bar, to launch the Online Store.
3. Click the Open Invoices link, located at the top of the Online Store.

   This will display a list of open invoices for the logged in user.

4. Click the Select Item button to open the desired invoice. The invoice will open.
5. Click the Add to Cart button.

   This will open the Shopping Cart displaying all of the items in the bundle/package that has been purchased.

   Click the Delete icon next to the item you wish to remove from the invoice. This will remove that item from the Shopping Cart and adjust the total price accordingly on the invoice.

   Note: Clicking the Remove icon next to a required item in the bundle, will remove all of the items in the bundle from the invoice.

   After the items have been removed from the Shopping Cart, they will be reflected on the invoice profile for that order.

   Navigate to the invoice profile for the order and open the Details child forms. Expanding the line items child form will show you all of the individual items that are still included on the invoice. Expanding the adjusted/voided line items child form will display those items that were deleted from the invoice.