Shopping Cart

Domain: Plans & Sales | Type: Custom (active)

Full reference: CRM Modules Guide


What is it?

The patient portal/web-shop cart that collects products, calculates totals, and applies coupons before checkout. Each cart item is stored in the Shop_Cart_Item module.


Flow

Patient visits Store in portal/app
    → Adds supplements/products to cart
    → Coupon applied (if any)
    → Total calculated
    → Patient checks out
    → Supplement Order created
    → Invoice generated

Coupons

The Coupons module stores the discount code catalog:

FieldDescription
CodeThe coupon code string
DiscountPercentage or fixed amount
Product LineWhich products it applies to
Redemption LimitHow many times it can be used

Team test coupon: 100test → 100% off any order.


ModuleRelationship
Shop Cart ItemLine items — one product per row
ProductsMaster product/SKU catalog
Price BooksPricing by channel (cash, insurance, membership)
CouponsDiscount codes
Supplement OrdersCreated from completed cart checkout
WalletLoyalty points applied at checkout

Wallet / Loyalty Points

Patients earn loyalty points for actions (completing the assessment = 250 points, etc.). Points are stored in the Wallet module and can be redeemed at checkout via the Shopping Cart.


Full reference: CRM Modules Guide