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Creating & Utilizing Product Lists

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STEP ONE

Product Lists can be created in a variety of ways. These are great if you frequently purchase the same items, prefer to save shopping lists for later purchases, or simply want to customize your account in order to reduce searching time. When you are looking at products on the site, you will notice a button on each product that says “+Product List”.

SEARCH RESULTS PAGE
PRODUCT DISPLAY PAGE

STEP TWO

When you click that button, you will get a pop-up like the one shown below, asking you to either select an existing product group to add to, OR create a new product list. Then click the “Add to Product List” button when you are ready.

STEP THREE

To access your product lists, you can select the Product Lists widget from your homepage 

 

OR "My Lists" from the "My Account" dropdown

STEP FOUR

You will now see all of your product lists. From here, you can add an entire list to your cart or delete an entire list.

STEP FIVE

If you click on the title of the list, you will be able to open it up and view all of the items within the list. You can delete individual items from the list if they are no longer necessary. You may also add individual items from your list to your cart without adding the entire list at once. You may also update product quantities before deleting or adding items to your cart by changing the number in the box located directly above the “Add to Cart” button.

STEP SIX

You can also export your product list into a spreadsheet. Refer to Website Guide: Exporting Product Information for detailed directions on exporting.

Tips & Tricks for Utilizing Your Product Lists

TIP ONE
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:

TIP TWO
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.

TIP THREE
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.

TIP FOUR
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.

TIP FIVE
If you have a large product list, you can search for products within the list.

  Logging In & User Roles
  My Account
  Searching for Products & Using Filters
  Quick Order & Bulk Ordering
  Requesting a Quote
  Exporting Product Information
  Creating & Utilizing Saved Carts
  Order History & Invoices
  Submitting a Return
  Password Reset & Update
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