Items and products

The items section is where you add products to the order, set quantities, configure options, and manage pricing. UltraCart provides several ways to add items — from live search to bulk entry to one-click quick picks.

Overview

The items table displays all line items currently in the order. Each row shows the item's thumbnail image, item ID, title, quantity, unit cost, line total, and available actions. An add row at the bottom of the table lets you search for and add new items.

Adding items

Type an item ID or product name into the add row at the bottom of the items table. After 2 or more characters, a live search dropdown appears showing matching products with their item ID, description, and price.

You can add items in two ways:

By item ID — type the exact item ID, set the quantity, and select Add
From search results — select a product from the dropdown to add it directly

If the item has variations (such as size or color), a variation selector opens automatically. See Selecting variations below.

Selecting variations

When you add an item that has variations, a modal appears for selecting the specific variant. The selector adapts its UI based on the type of variation:

Image swatches — a grid of clickable images, used when product photos are available for each option
Chips — a row of text buttons, used when option values are short (12 characters or less)
Dropdown — a standard select menu, used for longer text values

Variations are cascaded: selecting an option in the first variation (e.g., Color) filters the available options in the next variation (e.g., Size). The modal shows the resolved item ID, current pricing (including sale prices), and a variant-specific image in real time as you make selections.

Select Add to Cart to confirm the specific variant and add it to the order.

Editing items

Each item row supports these edits:

Quantity — change the number field to adjust the quantity. The change saves automatically.
Unit cost — change the cost field to override the server-calculated price. Overridden prices are visually highlighted. Select the reset button next to the price to revert to the original calculated price.
Item options — if the item has configurable options (dropdown selections, text fields, radio choices, or multiline inputs), they appear below the item description. Changes are saved automatically with a short delay.
Serial numbers — if the item requires serial number collection, a text area appears below the item for entering serial numbers.
Auto-order schedule — if the item supports recurring orders, a schedule dropdown lets you select a delivery frequency.

To remove an item, select the delete icon on the item row.

Bulk add

For orders with many line items, select Bulk Add in the items section header. This opens a modal with a 10-row table where you can enter multiple item IDs and quantities at once.

Each row validates the item ID as you type. If an item has variations, you can select the specific variant within the row. Select Apply to add all valid items to the order in a single batch.

Quick picks

Select Quick Picks in the items section header to open a modal showing your preconfigured quick-pick items. Quick picks are frequently-used items set up with a default quantity and optional custom price.

Select an item from the quick picks list to add it to the order immediately. See Quick picks for setup instructions.

Storefront selection

The storefront selector lets you choose which storefront (screen branding theme) the order is placed against. This determines which storefront-specific settings, pricing rules, and branding apply to the order.

When items are in the cart, UltraCart automatically suggests storefronts that sell those items, helping you select the right one. Your selection is remembered across sessions.