Tips & Tricks for Utilizing Your Product Lists
Add additional items to your product list right from the product list page by clicking the “Add Items” button. You will be able to search by keyword or item # and add to your list right from here:
Lists can now be shared with others. You can see this right on the main product list page where all of your lists are shown.
In order to change the share settings on one of your lists, you will need to click into the list that you would like to share. Click the “Share” button in the top right corner.
You will then get a pop-up asking if you would like to simply “Send a copy” or “Allow others to view or edit this list.” Sending a copy will allow you to email a copy of your list to someone. You can type in their email address and add a brief message, and a copy of your list will be emailed to that person.
In order to allow other web users at your company to view and edit the list from their accounts, you will need to select “Allow others to view or edit this list.”
Next, you will need to decide if you would like to share with certain individual(s), or all web users at your company. You will then need to decide if you would like them to be able to edit the list, or ONLY be able to view it.
If you build a product list of items you frequently purchase, you can schedule an email reminder to reorder that list.
You can set how often you would like the email reminder, the preferred day of the week, a start and end date for the reminder, and a brief message.
You can add notes to the various items in your product list by clicking “+Add Note”. This can be useful for those that share lists with other users. You could add a note on a particular item to allow these other users to see the importance of that item. These notes will not display anywhere other than within the product list.
If you have a large product list, you can search for products within the list.