Using the My Lists Features

My Lists Main Page

1. Search and filter your lists.
2. Create new lists.
3. New - Autogenerated Lists.
4. Paging options.
5. Create favorites.
6. View sharing.
7. Add lists to your cart.
8. Hide lists.
9. Delete lists.

1) Search and Filtering

Use the search box to search for lists by list name.

Use the My Lists Filter drop down to filter the lists:

2) Create New Lists

Click on the "Create List" button to add a new list. Enter a name and description for your new lists and click the "Create" button. Your new list will be available on the main page to add products to. The list name is searchable in the list search box (see #1).

Your can add products to the list from within the list page (see below) or from any product list page, product detail page or order history detail. Just look for the "Add to List" link, usually located below the "Add to Cart" button.

3) Auto Generated Lists

System generated lists

4) Paging Options

Have a lot of lists, use the paging options to display more lists on the page (up to 36).

5) Create favorites

Toggle a list as a favorite by clicking on the star (see below). The star will be a solid color if it is a favorite. Use the filter drop down to view all your favorites (see #1 above)

6) View sharing

Shows the current shared state of the list, Private, shared by, shared with.

• Auto-generated: the list cannot be edited but you can view products, add to cart and more.
• Shared by: the list was shared with you by another user.
• Shared with: you have shared the list with other users.

Please see the list details help file for more information on sharing lists.

7) Add lists to your cart

Use the "Add List to Cart" button to easily add all the items in the list to your cart. Note: items will be added to the cart in addition to any items that are already in your cart. If you only want the items from the list in your cart, remove all the items from the cart first.

8) Hide lists

Use the "Hide List" link to hide your list. You can view hidden lists using the list filters (see #1 above).

9) Delete lists

Use the "Delete" button to delete the list. Note deleted lists can NOT be recovered.

My Lists Detail Page

1. Toggle favorites
2. My List Actions
3. Shared Status
4. Paging
5. Search for products
6. Select All
7. Edit Sort Order
8. Add Items to List
9. Change the sort order
10. Product Details
11. Update Quantities
12. Add to Cart

1) List Name & favorites Toggle

• The list name can be edited by clicking on the ellipse icon to the right of the "Add to Cart" button and selecting "Edit" from the menu (see #2 below) 
• Save lists as a favorite to use in filters on the My Lists main page.
  

2) My List Actions

Add Tags

Add tags to your list to better organize and filter them.

Share:

Share Lists

Share a copy of your list or allow others on your account to access your list

Share a Copy:

1. Enter the recipients email address
2. Enter a message
3. Click
4. Click the "Send" button. The system will make a copy of your list and send a link to the copy to the email specified in the Recipients address.

Share your list and allow or deny editing

Allow Others view or edit this list

1. Choose either "By email Address" or "By current billing address"
   • By email address will send a link to the email address specified int the "Recipients" address
   • By billing address will make your list available to everyone associated with the billing account. Turn on "Send an email notification to users" to have an email notification with a link to the list sent to all users on the account
   • 1. Enter the recipients email address
     2. If you are sending a copy or notifying all users on the bill to account you can customize the message sent with the "Enter a message" firld
     3. Turn on "Allow Editing" to allow others to edit your list
     4. Click the "Send" button. The system will make a copy of your list and send a link to the copy to the email specified in the Recipients address.

Add List to Cart

Click the "Add list to Cart" button to add all the products in your list to the Shopping Cart. Note: items will be added to the shopping cart so and will include any items that were already in the shopping cart.

More Menu

• Copy a list to a new list with a new name
• Print the list
• Schedule a list to send a reminder to reorder or check stock.
• Hide the list.
• Edit the list name and description

3) Shared Status

Shows the current shared state of the list. Click the ? to see your permissions. If the list is owned by someone else and shared with you, your may or may not have editing capabilities.

4) Paging

Results per page

5) Search for products

Search for products in the list.

6) Select All

To delete items or add multiple items to the cart.

7) Edit Sort Order

Check the "Edit Sort Order" checkbox to enable changing the order products are displayed in the list (See #9 below).

8) Add Items to List

Opens the form to add more product to the list. Individually or through and upload.

Use the search box to find products, select the product from the list, update the quantity field and click "Add to List". The item will be added to the bottom of the list.

To Upload a list of products:

1. Create an Excel or CSV that has the product code in column A and the quantity in column B with no column headers
2. Click the "Upload Items" link to open the form

1. Download the template to add items to and save it to your computer.
2. Use the "Choose File" button to browser your computer for the file to upload
3. It's best not to have column headers. Make sure your file does not have column headers and uncheck this box.
4. When ready, click the "Upload File" button
5. When complete a pop will list any products that could not be added (incorrect product id) and a count of the number of items that were added.

9) Change the sort order

Change the order products are listed in when in the custom view.

Selecting the "Edit Sort Order" option will update each product row with an icon to drag and drop the row to a new position and an input box with the rows position. Change the position number and the row will be moved to that position, pushing the following rows down.

10) Product Details

1. Click the product image or description to go to the product detail page in the catalog for the specific product.
2. Add a product not to the item in the list
3. Change the quantity of the product before adding to the cart. NOTE, the quantity change will not automatically be saved to the list. You will need to click the "Update QTY" link that will appear below the "Add to Cart" button to save the edited quantity to the list (See #11 below).
4. No #4
5. Click the "Delete" link to delete the item from the list.

11) Update Quantities

When changing the quantity of an item in the list, click the "Update QTY" button to save the edited quantity to the list. 

12) Add to Cart

Use the "Add to Cart" button to add an item to your shopping cart. Note, the item will be added to the cart in addition to any items that are already in the cart.