Personal Products - Offers automatically in the cart

About the Extension

The offer you discussed lands in that exact customer's cart, ready to buy — all they do is click "Buy".

Your sales team creates an individual product in the backend for one specific customer: its own name, product number, price, tax, image and description. As soon as that customer is logged in, the product appears automatically in their cart — no voucher code, no configuration by the customer, regularly purchasable (even into an empty cart).

The problem you know

You advise a customer by phone, make an individual offer, agree a special price — and then the fiddling starts:

• Voucher codes the customer mistypes or forgets — and that undermine the self-checkout.
• Products created manually in the catalogue — visible to every other customer, clutter in your range.
• Offers by email — error-prone, no direct path to purchase.
• Taking orders by phone — ties up staff, error-prone, no traceable process.

The individual offer from the consultation never makes it cleanly into the shop. Conversion suffers, the catalogue gets diluted, the sales process isn't traceable.

How "Personal Products" solves it

Instead of a detour, the offer sits ready to buy with the right customer:

• Auto-add without a voucher code. The personal product lands automatically in the cart of the assigned, logged-in customer — even into an empty cart in the storefront. No code, no configuration.
• A clean catalogue. Personal products are not catalogue products: no product index, invisible to other customers, no clutter.
• Created in seconds. Right inside the customer profile — the quick-create works mid-conversation.
• A full sales lifecycle instead of loose codes. Six statuses and a complete audit trail.

The benefit at a glance

• Higher conversion — the offer sits ready to buy in the cart instead of getting lost in an inbox.
• A clean catalogue — personal products are invisible to other customers. No clutter.
• A traceable sales process — a complete audit trail instead of loose vouchers.
• Created in seconds — right on the customer, mid-conversation.

Typical use cases

B2B phone sales: Inside sales takes the call and, during the conversation, creates the discussed product with a special price in the customer profile. The customer hangs up, logs in — the product is in the cart. They buy. No media break.

Consultative selling: After the consultation, the tailored offer with its individual price is assigned to the customer. No email back-and-forth, no code — a direct path to purchase.

Individual prices per customer: Your regular customer gets their terms 1:1 as a personal product, without other customers seeing the special price.

Special orders and re-orders: A one-off offer with its own product number and image, without bloating the catalogue.

Features in detail

The personal product lands automatically in the cart of the assigned, logged-in customer — even when the cart is empty. No code, no configuration by the customer.

Quick-create right inside the customer profile, mid-call. Plus a dedicated admin module with status filter and search for an overview of all personal products.

Every offer has its own price and its own product number. Optionally reference a catalogue product — then name, image, dimensions and product number are inherited (ERP link via the product number). Two modes:

• Pseudo: everything maintained freely — for fully individual offers.
• Product: inherited from the catalogue product, individual fields overridable.

Six statuses map the real sales process:

open · deferred · rejected · canceled · expired · completed

• No rigid transition scheme: the admin sets any status freely.
• The customer only toggles between open and deferred — or rejects.
• Complete audit trail: who set which status and when — admin, customer or system.

In the cart and in their account, the customer can take an open offer and:

• defer it (a waiting list),
• resume it,
• or reject it permanently.

A dedicated tab in the customer account, split into current offers / purchased / archive. Can be switched off per sales channel.

• A "sold individually only" flag — blocks the rest of the cart, including a cart banner, for offers that must not be mixed with other goods.
• "Exclude from promotions" — no accidental discount on the special offer.
• A whitelist of allowed shipping and payment methods per offer.

• A shipping cost override per offer — including 0.00 for free shipping.
• Weight and dimensions feed into shipping calculation and the Rule Builder.
• Tags for organisation.

Set valid from / valid until. Expired offers are detected automatically by a scheduled task (every 15 minutes) and additionally checked on every cart load. No stale offer is left hanging in the cart.

• Configurable per sales channel.
• Multi-currency via currencyFactor.
• Multilingual German / English.
• A master switch to turn it on or off per channel.