The Shopping List feature provides users the ability to create a shopping list with frequently ordered items, from Hosted Catalog and/or Non-Catalog Items.
You can read below to find out more information on Shopping Lists or watch this short video:
Create a Shopping List From a Hosted Catalog
- The Search Products or Suppliers field at the top of the screen or
- Locate a supplier in the Find Supplier field, is a quick search tool that can be utilized to locate desired suppliers.
The Search Results screen will populate > select Add To List > the Add To Shopping List pop-up box will appear > ensure Add to a new shopping list is selected > Enter desired shopping list name in text box > select OK.
Once completed, a notification will appear at the top right corner. Advising the item has been added to the user's Shopping List. If desired, click View Shopping List to be taken to the Shopping Lists screen.
Create a Shopping List From a Non-Catalog Items
From the Marketplace module, select Create >click Non-Catalog > insert information in required fields marked with a red asterisk > select Add to Cart > the Shopping Cart screen will appear > click +Add to Shopping List > a pop-up box will appear.
Ensure Add to a new shopping list is selected > Enter desired shopping list name in text box > select OK.
Create a Shopping List From Your Cart
Users can create a new Shopping List with a mixture of Non-Catalog and Hosted Catalog products.
Select desired items from the Marketplace > the Shopping Cart screen will appear > click Add to Shopping List > a pop-up box will appear > Ensure +Add to a new shopping list is selected > Enter desired shopping list name in text box > select OK.
Copy Items From Existing Lists to Create a New List
Users can copy items from multiple existing Shopping Lists and create a new Shopping List, by going to the Marketplace module > select List > check the box of 2 or more items from any shopping list desired > click More Actions > select Copy To List > Select if you want to add the items to a new shopping list or one that already exists and click OK.
Delete Item(s)/Lists From a Shopping List
Creators of a shopping list can delete shopping lists.
Delete one item
Users can remove an item from a desired Shopping Lists, by going to the Marketplace module > select List > check the box of desired items to delete > click More Actions > select Remove Selected Items.
Delete multiple items from multiple Shopping Lists
Users can remove an item from a desired Shopping Lists, by going to the Marketplace module > select List > check the box of 2 or more items, from any shopping list desired > click More Actions > select Remove Selected Items.
Delete a Shopping List
If the user desires to delete an entire Sopping List, go to the Marketplace module > select List > click the "check all" box > select More Actions > click Delete Shopping List.
| Note: If the user selects all items in the Shopping List and select Remove Selected Items, the entire Shopping List will be deleted. |
Adding Item(s) to an Existing Shopping list
To add items to an existing shopping list, locate the desired item(s) > add item(s) to cart > click +Add to Shopping List > select Add selected items to existing shopping list > click the dropdown, to choose the desired shopping list > select OK.
Shopping List
When users are ready to use the Shopping Lists created, click on Lists on the left menu pane. All shopping lists created are located on the left side to view/access. The Shopping Lists are sorted A-Z by name.
Users can either select all items from a list or select a single items by checking the appropriate boxes on the right side of the item(s).
Hosted Catalog Items
To add hosted catalog items to cart for checkout, select the box on the right side of the desired item(s) > click Add to Cart.
For Non-Catalog items, an Edit option is available if any of the details and/or pricing has changed before continuing checkout.
Share Shopping Lists
Creators of a shopping list can share the shopping list.
Users can share there shopping list to other users within their organization unit(s), by clicking Lists > select the desired shopping list > click More Actions > select Share Shopping List.
Once selected, the Share Shopping List pop-up box will appear, to select desired Organization Unit(s) > click OK.