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Product Lists

Product lists help you organize and quickly order from your frequently ordered items.

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What Are Product Lists?

Product lists are custom collections of products that you create to:

• Group frequently ordered items together
• Organize products by category or use case
• Speed up repeat ordering
• Create templates for regular orders

Examples:

• “Weekly Produce Order”
• “Weekend Bakery Items”
• “Monthly Dry Goods”
• “Special Event Supplies”

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Creating a Product List

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Step 1: Access Product Lists

While browsing a vendor’s products:

1. Look for Product Lists dropdown or button
2. Click to open the product list selector

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Step 2: Create New List

1. Click Create New List or the ”+” button
2. Enter a name for your list (e.g., “Weekly Produce”)
3. Optionally add a description
4. Save the list

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Step 3: Add Products to List

To add products to your list: Method 1: While Browsing

1. Find a product you want to add
2. Click the “Add to List” button/icon on the product
3. Select which list to add it to
4. Product is saved to that list

Method 2: From Basket

1. Add products to your basket as usual
2. Before completing order, select “Save basket as list”
3. Name your list
4. All basket items are saved to the new list

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Using Product Lists

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Viewing List Products

To see only products from a specific list:

1. Open the product list dropdown
2. Select a list from your saved lists
3. The product view filters to show only products in that list
4. You can now add these products to your basket

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Default View vs. List View

• Default: Shows all vendor products (infinite scroll)
• List View: Shows only products in the selected list

Switch between views using the product list selector.

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Ordering from a List

To place an order using a product list:

1. Select your product list from the dropdown
2. Browse the products in that list
3. Add items to basket with desired quantities
4. Complete your order as normal

This is much faster than searching for each product individually.

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Managing Product Lists

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Editing a List

To modify a product list:

1. Select the list
2. Click Edit List or the edit icon
3. You can:
   • Rename the list
   • Update description
   • Add more products
   • Remove products from the list
4. Save changes

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Deleting Products from Lists

To remove a product from a list:

1. View the list
2. Find the product you want to remove
3. Click the remove/delete button for that product
4. Product is removed from the list (but still exists in vendor catalog)

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Deleting a List

To delete an entire product list:

1. Select or open the list
2. Click Delete List button
3. Confirm deletion
4. The list is permanently removed

Note: Deleting a list doesn’t affect the actual products in the vendor’s catalog.

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List Organization Tips

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Create Purposeful Lists

• By Frequency: Daily, weekly, monthly orders
• By Category: Produce, dairy, meat, dry goods
• By Use Case: Breakfast items, dessert supplies, bar stock
• By Event: Catering events, special occasions

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Keep Lists Updated

• Regularly review and update lists
• Remove discontinued products
• Add new frequently ordered items
• Adjust based on seasonal changes

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Use Descriptive Names

• Clear names make lists easy to find
• Include frequency or purpose in the name
• Examples: “Monday Fresh Produce”, “Weekend Bakery”, “Monthly Staples”

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List Benefits

• Save Time: No need to search for the same products repeatedly
• Reduce Errors: Ensure you don’t forget regular items
• Standardize Orders: Maintain consistency in what you order
• Quick Reordering: Place repeat orders in minutes
• Team Efficiency: Share lists approach across team members (if accounts are shared)

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Advanced Use Cases

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Template Orders

Create lists that serve as order templates:

1. Create a list with all items for a specific type of order
2. When placing that order, select the list
3. Add all items to basket with one action (if bulk add feature exists)
4. Adjust quantities as needed
5. Complete order

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Seasonal Lists

Create different lists for different seasons:

• “Summer Menu Items”
• “Winter Specials”
• “Holiday Supplies”

Switch between them as seasons change.

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Multiple Lists per Vendor

You can create multiple lists for the same vendor:

• Different lists for different purposes
• Keep them organized with clear names
• Switch between lists as needed

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Product List Selector

The product list dropdown shows:

• Default: All products (no filter)
• Your Lists: All custom lists you’ve created
• Quick Actions: Create new list, edit lists

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Common Workflows

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Weekly Ordering Workflow

1. Select “Weekly Produce List”
2. Add all items to basket with standard quantities
3. Adjust quantities based on this week’s needs
4. Complete order
5. Repeat next week

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Monthly Stock-Up

1. Select “Monthly Staples List”
2. Review list against current inventory
3. Add needed items to basket
4. Complete order

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Event Preparation

1. Create “Catering Event” list
2. Add all special items needed
3. Order when event is confirmed
4. Reuse list for similar future events

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Tips for Success

• Start with one or two lists: Don’t create too many at once
• Build lists organically: Add products as you order them regularly
• Review monthly: Keep lists current and relevant
• Name clearly: Use names that make sense to your whole team
• Leverage for training: New staff can use lists to learn standard orders

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Troubleshooting

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List Not Showing Products

• Verify you selected the correct list
• Check if products were properly added to the list
• Ensure vendor still offers those products

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Cannot Add Product to List

• Confirm you’re logged in
• Verify product belongs to this vendor
• Try refreshing the page

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List Disappeared

• Check you’re viewing the correct vendor
• Lists are vendor-specific
• Verify you didn’t accidentally delete it