Sometimes people make mistakes; sometimes your applicants will choose the wrong products and you will have to decide whether they should be able to remove those products themselves or if you will remove it for them.
This article is about the latter scenario – removing a product from your user’s cart for them.
To begin make sure you are in the User Management section of your project by selecting “Users”.
Depending on if you want to remove a product from one user or a group of users, you will first either search by their first or last name in the search bar or filter to find the specific group of users.
To filter your users from the User Management page, you’ll click the filter button at the top of your user list. Then click “Filter Options” and add all the criteria for your search, which includes filtering users by specific fields, products ordered, payments made, and more.
Once you locate the user or users you want, just open their cart to edit it. You can open their cart by either clicking on the first dollar amount on their line on the user management page (as shown below) or by viewing the form their cart is in.
Then a side panel will open up with the cart details for the selected user (as shown below).
Note: In a family or group system, you will need to click “View” on the cart you want to view. The cart will appear automatically in an individual system.
From here you can simply click the red “Remove” button next to the product you want to remove. You will also have to confirm that you want to remove the product.
In some cases, a product is marked “Unlock (Admin’s Only)” instead of “Remove”. Simply click the “yes” button and confirm you’d like to unlock the product. Then you can remove the product or units and re-lock the product.
Note that you can also add a product to the user’s cart here as well. Simply click the “add products/services” button on the bottom right.