> ## Documentation Index
> Fetch the complete documentation index at: https://help.extendcommerce.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Guide

> To enable cart management and display saved carts within your storefront and customer accounts.

# **1. Add Cart Controls Extension to the Theme**

**This extension will display a “Save Cart” button directly on the Cart page, allowing users to save their current cart for later access.**

* Go to **Online Store > Customize** (Theme Customizer)

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/1.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=6d7af18282f08cb253e53202e7e53b83" alt="" width="1596" height="882" data-path="images/shopify/extend-projects-and-quotes/setup-guide/1.png" />

* In the theme editor, select the **Cart** page.

* Click **"Add Section"**.

* Navigate to **Apps > Extend Cart Controls** and add the section.

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/2.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=b70f8fb0951ca72c65372a423b081c1f" alt="" width="1904" height="936" data-path="images/shopify/extend-projects-and-quotes/setup-guide/2.png" />

# **2. Add Multi-Cart Extension to Customer Accounts**

This will render the dashboard on the Customer Accounts through which user can manage their projects and quotes and Company **Main Contact** can create roles and assign them cart and quote permissions. In order to embed it do the following:

* In the Theme Customizer, select **“Checkout and Customer Accounts”**.

* Navigate to **Apps > Multi-Cart Page Extension** and add it.

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/3.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=c11f0ab30550ffa9bb4c47a599459310" alt="" width="1920" height="923" data-path="images/shopify/extend-projects-and-quotes/setup-guide/3.png" />

* **Once you'll add the extension next you'll see option:**

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/4.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=f14691c136511380e64e08f3ed41f5f2" alt="" width="1915" height="952" data-path="images/shopify/extend-projects-and-quotes/setup-guide/4.png" />

* Click **“Add menu item”**.

* **Label**: Enter a label (e.g., “Projects”).

* **Link**: Select **Apps > Multi-Cart Page Extension**.

* Click **Save Menu**.

Alternatively, there is another way of doing this as well Go to the admin panel, go to **Content > Menus** > **Customer Account Main Menu.** Enter a label (e.g., “Projects”) and **Link**: Select **Apps > Multi-Cart Page Extension**.

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/5.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=712fb9019d1802ec9fbf96c26a212866" alt="" width="1919" height="946" data-path="images/shopify/extend-projects-and-quotes/setup-guide/5.png" />

# 3. Add Checkout Validation Extension to Customer Accounts

The **Checkout Validation Extension** ensures that only users with the appropriate permissions — granted by the Company’s **Main Contact** for Carts and Quotes — are allowed to proceed with checkout. If a user lacks the required permissions, the checkout process will be restricted. To embed this extension:

1. In your Shopify admin, go to **Online Store > Customize**.

2. In the Theme Customizer, select **Checkout and Customer Accounts**.

3. Navigate to **Apps > Checkout Validation Extension** and add the extension.

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/6.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=9a19bd2a57e531ad883a24a89daadb3f" alt="" width="1596" height="882" data-path="images/shopify/extend-projects-and-quotes/setup-guide/6.png" />

<img src="https://mintcdn.com/extendcommerce/oZs89h1UQ7PfwKzi/images/shopify/extend-projects-and-quotes/setup-guide/7.png?fit=max&auto=format&n=oZs89h1UQ7PfwKzi&q=85&s=fbc9fbdb8cc468b476c10f91b152ec01" alt="" width="1920" height="921" data-path="images/shopify/extend-projects-and-quotes/setup-guide/7.png" />

# Next Steps

You’re all set to start using the **Projects and Quotes** features.\
To learn how to create, manage, and share saved carts, check out the following articles:

* [How to Create and Save Projects](/shopify/extend-projects-and-quotes/creating-and-saving-projects)

* [How to Create and Configure Quotes](/shopify/extend-projects-and-quotes/creating-and-configuring-quotes)

* [How to Create and Use Shopping List](/shopify/extend-projects-and-quotes/creating-and-using-shopping-list)
