Saved carts

Save complex carts. Pick up where you left off.

Give B2B buyers and sales teams a reusable workspace for complex orders. Customers can build, name, save and share carts, then return later to update quantities, request a quote or complete the purchase.

Pocketknife · Saved carts ERP synced
New Sydney Site Fit-out
Created by Priya Naidu · Sydney branch · Shared with 3 people
Active
PN Saved cart contains 42 items · Last edited 18 minutes ago
ItemQtyLine
Safety gloves30 cases$2,400
Hi-vis vests40 units$2,600
Steel-cap boots10 pairs$1,300
Contract pricing applied
Estimated total$18,420
Saved across sessions · Full activity history
Why it matters

Complex B2B orders are rarely completed in one session.

Large or repeat orders take time to build. Buyers may need to confirm quantities, check requirements across locations or involve another team member before purchasing. Without Saved Carts, that work is lost, copied into spreadsheets or passed around through email. Pocketknife keeps the entire order together and ready for the next step.

Save

Buyers can return when they are ready.

Customers can name and save an in-progress cart without losing its products, quantities or account pricing.

  • Save carts across sessions.
  • Name carts by project, location or purpose.
  • Restore and continue editing at any time.
Share

Teams can build orders together.

Saved carts can be shared with authorised colleagues, customers or locations for review and editing.

  • Share with approved users.
  • Add comments and supporting context.
  • Keep everyone working from the same cart.
Control

Every change stays visible.

Pocketknife records who created, shared and updated the cart, giving customers and staff a clear history of the order.

  • Track owners and editing activity.
  • Archive and restore saved carts.
  • Export a branded PDF or CSV record.
How a saved cart flows

From complex product list to completed order.

Saved Carts turns an in-progress Shopify cart into a reusable buying workspace that customers and sales teams can return to, share and progress.

1. Build

The buyer builds the cart.

The buyer adds products from the live Shopify catalogue, with their customer-specific pricing, product availability and account details applied.

2. Save

The cart is saved for later.

The buyer names the cart by project, customer, branch or purpose. Products, quantities and pricing are preserved so the order does not need to be rebuilt.

3. Share

The team reviews and updates it.

The cart can be shared with authorised colleagues, customers or sales representatives. Users can review items, update quantities and add comments without creating multiple versions.

4. Order

The cart moves to the next step.

When the cart is ready, the buyer can continue to checkout, convert it into a quote or export a branded record for internal review.

A better way to manage complex carts

One shared cart instead of another spreadsheet.

Standard carts are designed for immediate checkout. Saved Carts supports longer, collaborative B2B purchasing workflows without moving the order outside Shopify.

Capability
Email and spreadsheets
Standard Shopify cart
Pocketknife
Returning later
Products and quantities must be recorded manually.
The cart may be temporary or tied to one session.
Named carts are saved and available across sessions.
Team collaboration
Multiple files and versions are passed between people.
Built for one buyer progressing to checkout.
Authorised users can share, review and edit the same cart.
Account pricing
Pricing may need to be checked again before ordering.
Limited to the pricing available in the current cart.
Customer-specific pricing remains connected to the buyer’s account and ERP workflow.
Next action
The order must be rebuilt or entered manually.
Continue directly to checkout.
Continue editing, check out, convert to a quote or export the cart.
History and records
Activity is scattered across inboxes and files.
Limited visibility into previous collaboration.
Sharing, editing and cart activity are recorded in one place.
Saved carts FAQ

What to know about Saved Carts on Shopify.

Answers for Shopify Plus teams supporting complex B2B orders, collaborative purchasing, account-specific pricing and repeat buying.

What is a saved cart?

A saved cart captures an in-progress order so the customer or an authorised team member can return later to review, edit or complete it without rebuilding the cart.

What information is preserved?

The saved cart can retain its products, quantities, name, owner, sharing history and other relevant ordering information. Customer-specific pricing can be refreshed through the connected Shopify and ERP workflow.

Can customers create more than one saved cart?

Yes. Customers can maintain separate carts for different projects, branches, locations or recurring purchasing requirements.

Can a saved cart be shared?

Yes. Saved carts can be shared with authorised colleagues, customers, sales representatives or other permitted users associated with the account.

Can multiple people edit the cart?

Users with the appropriate access can review and update a shared cart. Pocketknife can also show ownership and editing activity to reduce conflicting changes.

Can users search their saved carts?

Yes. Saved carts can be organised and located using relevant information such as cart name, product SKU, status, location or owner.

Can a saved cart be converted into a quote?

Yes. A completed cart can move into the quote workflow when the customer needs pricing confirmation, negotiation or internal review before ordering.

Can customers download the cart?

Yes. Saved cart details can be exported as a branded PDF or CSV for internal review, record-keeping or sharing outside the portal.

Can old carts be archived?

Yes. Carts that are no longer active can be archived and restored later if the buyer needs to reuse or reference them.

Can sales representatives manage carts for customers?

Yes. With the appropriate account permissions, sales representatives can access a customer account, review saved carts and help progress them towards a quote or order.

Does this support large B2B orders?

Yes. Saved Carts is designed for detailed and high-volume B2B purchasing workflows where customers may need time to build, review and update large product lists.

Does the completed order reach our ERP?

Yes. Once the cart progresses through checkout and becomes an order, it can flow into the merchant’s normal ERP-connected order process.

Keep the order moving, even when the buyer is not ready.

We will configure Saved Carts around your customers, account structure and ordering workflow, giving buyers and sales teams one place to build, share and progress complex orders.

Talk through Saved Carts