SalesStores provide a full online shopping experience for your customers.
As shoppers move through the Add to Cart workflow, Hoops automatically creates and updates a SalesDoc in the background based on the shopper’s progress.
Understanding exactly when a SalesDoc is created - and when an order is actually considered complete - is extremely important.
How the SalesStore Checkout Workflow Works
When a shopper uses a SalesStore, they typically:
Browse products
Add items to cart
Enter their contact details
Choose either:
Pay Now
Pay Later
Complete checkout
During this process, Hoops automatically creates and updates a SalesDoc linked to the shopper.
When is the SalesDoc Created?
The SalesDoc is created as soon as:
The shopper has added products to cart
The shopper has entered the required customer details
The minimum required customer details are:
First Name
Last Name
Email Address
At this point:
Hoops knows who the shopper is
Hoops knows what products they want
A SalesDoc can now be generated and tracked
⚠️ Critically Important
At this stage, the SalesDoc should generally be considered:
An incomplete order
An abandoned cart candidate
Not yet a completed sale
This is one of the most important concepts to understand when using SalesStores.
The SalesDoc is created when the Shopper clicks NEXT in the above screenshot.
When is an Order Actually Complete?
A SalesDoc only becomes a completed order when the shopper finishes the checkout workflow.
This happens when the shopper chooses either:
Pay Later
Pay Now
Once either option is completed, the SalesDoc moves into your configured completed status workflow.
Key Status Triggers
The Add to Cart workflow typically uses three important SalesBoard statuses.
1. SalesDoc Created
This occurs when:
The shopper adds products
The shopper enters their details
At this stage:
The order is incomplete
The shopper may still abandon checkout
The SalesDoc should not yet be treated as a confirmed order
This status is commonly used for:
Abandoned carts
Incomplete checkouts
Follow-up opportunities
2. SalesDoc Accepted
This occurs when:
The shopper completes the checkout workflow
The shopper chooses Pay Later
At this stage:
The order is now considered complete, but not paid
The customer has confirmed they wish to proceed
This status is commonly used for:
Completed unpaid orders
Orders awaiting payment or processing
3. SalesDoc Paid
This occurs when:
The shopper chooses Pay Now
Stripe payment is successfully completed
At this stage:
Payment has been successfully collected
The order is fully completed and paid
This status is commonly used for:
Paid orders
Production-ready orders
Fulfillment workflows
Why Abandoned Carts Matter
Because the SalesDoc is created before checkout is completed, it is very easy to mistakenly assume a new SalesDoc represents a completed order.
However:
A SalesDoc created from a SalesStore does not necessarily mean the customer completed checkout.
Many shoppers may:
Add products to cart
Enter their details
Leave before completing payment or confirmation
These are considered:
Abandoned carts
Incomplete orders
Unfinished checkouts
Understanding this distinction is critical when managing SalesStore workflows and SalesBoard statuses.
Recommended SalesBoard Statuses
For most SalesStore workflows, it is recommended that you create separate SalesBoard statuses such as:
Abandoned
Completed Unpaid
Completed Paid
This makes it much easier to:
Track incomplete checkouts
Follow up on abandoned carts
Separate unpaid and paid orders
Manage fulfillment workflows accurately
Common Abandoned Cart Workflow
A typical abandoned cart workflow may look like this:
Shopper Action | Result |
Adds products to cart | No SalesDoc yet |
Enters contact details, clicks NEXT | SalesDoc created |
Leaves checkout | SalesDoc Created, considered Abandoned Cart |
Chooses Pay Later | Completed Unpaid |
Chooses Pay Now + successful Stripe payment | Completed Paid |
Understanding this workflow will help prevent confusion and ensure SalesStore orders are managed correctly.