Skip to main content

Creating and Managing Order Lists

Creating a New Order List​

  1. Navigate to Order Lists in the sidebar.

  2. Click "+ New List" in the top right corner. Create Order List Modal

  3. In the Create Order List modal, fill in:

FieldRequiredDescription
List NameYesA descriptive name for your list (e.g., "Monthly Office Supplies")
SiteYesThe site this list is associated with. Defaults to your current site.
  1. Click Create List.

You'll be redirected to the Order Lists index page where your new list appears.

tip

You can also create an Order List directly from a Purchase Request using the Create Order List from PR option. This copies all the products and quantities from the PR into a new list.

Adding Products to an Order List​

From the Order List Detail Page​

  1. Open your Order List by clicking View or clicking the list card.
  2. Click "+ Add Products" in the products section header.
  3. Browse or search the product catalog in the modal that appears.
  4. Select the products you want to add.
  5. Products are added with a default quantity of 1.

From the Product Catalog​

While browsing the catalog, you can add a product directly to an existing Order List. When creating a new Order List from the catalog, the product is automatically included.

Managing Products in a List​

Order List Detail

The Order List detail page shows all products in a table with the following columns:

ColumnDescription
ProductProduct image, name, category, SKU, and variant attributes
QuantityAdjustable quantity selector (use +/- buttons or type a number)
UOMUnit of measure / packing
Unit PricePrice per unit
TotalCalculated total (quantity x unit price)
ActionRemove button (trash icon)

Changing Quantities​

Use the quantity selector next to each product to adjust the amount. Changes save automatically.

Removing a Product​

  1. Click the trash icon in the Action column.
  2. Confirm the removal in the dialog.

The estimated total for the entire list is shown at the bottom of the products table.

Editing an Order List Name​

  1. On the Order List detail page, click the pencil icon next to the list name.
  2. Type the new name.
  3. Press Enter to save or Escape to cancel.

Deleting an Order List​

  1. Click the three-dot menu (⋯) on the Order List card or detail page.
  2. Select Delete Order List.
  3. Confirm the deletion in the dialog.
warning

Deleting an Order List is permanent and cannot be undone. The products in the list are not affected -- only the list itself is removed.