Shopping Lists

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Learn how to create, search, edit, and delete Shopping Lists in your Project.

Only users in Teams with appropriate permissions can view and manage Shopping Lists. Permissions are managed by the Administrators Team in your Organization.

Create a Shopping List

  1. Go to Orders > Shopping Lists.
  2. Click the Open agent icon in the bottom-right corner to open Intake.
  3. Click Create a shopping list.
  4. Enter a name for the Shopping List, the email address of the Customer, and the Products with their quantities. Alternatively, click Add to upload a file that contains the Products.
  5. Click Send message.
  6. Review the summary of the Shopping List, and then click Go to shopping list.

Search and filter Shopping Lists

  1. Go to Orders > Shopping Lists.
  2. Optional: From the search criteria list, select All, Name, Key, or Slug.
  3. In the search bar, enter an exact name, key, or slug, and then press Enter.
  4. Optional: Click Filters and add one or more filters:
    • For Store, Customer, Business Unit, Date created, or Date modified, select is or is not, and then enter a value.
    • To match all filters, select AND. To match any filter, select OR.
  5. Optional: To save the search and filters as a view, click Default and then click Save as new view.

Edit a Shopping List

  1. Go to Orders > Shopping Lists and select the Shopping List.
  2. In the Shopping list details section, update any of the following fields:
    • Name
    • Optional: Key
    • Optional: Slug
    • Optional: Description
    • Optional: Automatic deletion: the number of days after which the Shopping List is deleted if it has not been modified.
  3. Optional: In the Custom fields section, enter values for the Custom Fields.
  4. Click Save.

Delete a Shopping List

  1. Go to Orders > Shopping Lists and select the Shopping List.
  2. Click the delete icon.
  3. In the Delete shopping list dialog, click Delete shopping list.