The Add to Cart workflow allows customers to:
Choose products
Enter their desired quantities
Submit orders
Complete payment
When the Add to Cart Workflow is completed, inside your Hoops account, this will generate SalesDocs automatically.
This workflow is only available for users with the SalesStore add-on. If you'd like to add this functionality to your Hoops account, please contact us.
The Add to Cart experience is highly customizable, allowing you to adjust:
Button text
Workflow steps
Payment options
Customer actions
Checkout experience
This makes it possible to create workflows ranging from:
Simple “Request a Quote” experiences
Full eCommerce checkout flows
Internal ordering portals
Merchandise stores
Team stores
Corporate ordering systems
The Add to Cart Workflow Creates a SalesDoc
The most important concept to understand is that completing the Add to Cart workflow creates a SalesDoc in Hoops.
Because the SalesDoc is the final outcome, it is best to configure the workflow in reverse. Start by thinking about what the completed SalesDoc should look like, including its template, status, and naming. Then configure the Add to Cart workflow to support that end result.
Prerequisite steps
1. Create SalesBoard Status Columns
Before configuring the Add to Cart workflow, you should first create the SalesBoard statuses that completed orders will move into.
When a customer completes checkout, the generated SalesDoc will automatically move into the selected SalesBoard status.
It is recommended that you create at least the following statuses:
Abandoned
Completed Unpaid
Completed Paid
These statuses help separate:
Customers who started checkout but did not complete it
Orders awaiting payment
Fully completed and paid orders
Once these statuses exist, they can be selected within your Add to Cart workflow settings.
2. Create a SalesDoc Template
When a customer completes checkout, Hoops automatically creates a SalesDoc.
This means you must first have a SalesDoc template configured, such as:
Quote
Invoice
Proposal
Sales Order
The selected SalesDoc template becomes the final output of the workflow.
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3. Configure Payment Collection (Optional)
If you would like customers to pay online during checkout, you must first configure your payment integrations.
Supported workflows may include:
Pay Now (which uses the Stripe integration)
Pay Later
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4. Understand SalesStores vs SalesPresentations
The Add to Cart workflow behaves differently between SalesStores and SalesPresentations.
SalesStores
When checkout is completed:
A new SalesDoc is created
The SalesStore remains active
SalesPresentations
When checkout is completed:
The SalesPresentation becomes a SalesDoc
The original SalesPresentation no longer exists as a separate active document
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Configure the Add to Cart workflow
Step 1: Open Customer Actions
Within your SalesStore or SalesPresentation, open the Customer Actions toolbox.
You access this toolbox by clicking on the buttons section in the product detail view.
This is where all Add to Cart workflow settings are configured.
Step 2: Enable Add to Cart
Enable the Add to Cart toggle if it is not already.
Once enabled:
Product cart functionality becomes active
Customer checkout buttons become visible
Checkout customization settings become available
Step 3: Select the SalesDoc Template
Choose which SalesDoc template should be generated when the customer completes checkout.
For example:
Online Order
Order
Team Merch Order
This template controls the final SalesDoc experience after checkout.
Customize the Customer Workflow
One of the most powerful parts of the Add to Cart workflow is the ability to customize the customer experience.
You can rename buttons, hide steps, simplify workflows, and tailor the experience for different use cases.
Common Workflow Examples
Example 1: Traditional Add to Cart Store
This workflow behaves like a standard online store.
Recommended Button Text
Add to Cart
Continue Shopping
Check Out
Pay Now
Process Payment & Complete Order
Best For
Merchandise stores
Team stores
Event stores
Online ordering portals
Example 2: Request a Quote Workflow
This workflow behaves more like a guided quoting experience.
Recommended Button Text
Add to Quote
Create Quote
Best For
Corporate quoting
Custom merchandise
High-touch sales workflows
Presentation-style selling
Because button text is customizable, the customer experience can feel completely different even though the underlying workflow is the same.
Example button renaming and workflow:
Noting that the above image has the PAY NOW button turned off, which is best practice for Add to Quote, Add to Estimate and so on.
Apply this concept to any workflow that suits your customers.
Available Customer Action Buttons
The following buttons can be customized within the Add to Cart workflow.
Each button supports custom text and color settings.
Product and Cart Buttons
ADD TO CART
CART ICON
UPDATE CART
CONTINUE SHOPPING
Navigation Buttons
NEXT
BACK
Checkout and Payment Buttons
CHECK OUT
PAY LATER
PAY NOW
PROCESS PAYMENT & COMPLETE ORDER
Product Information Buttons
SHOW / HIDE DETAILS
EDIT
You may choose to:
Rename buttons
Hide buttons (not applicable to all buttons)
Create different customer experiences for different stores or presentations
The default list of buttons is as below:
Recommended Next Steps
After enabling Add to Cart, you may also want to configure:
Payment collection
Store branding
Custom domains
Customer notifications
SalesDoc templates
Product visibility settings
Tax settings
Shipping workflows
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