Storefront- Shopping List Management

Storefront- Shopping List Management

Shopping list introduction

In B2B E-commerce, a shopping list is a list of items that wholesalers plan to buy. This feature allows businesses to create and maintain lists of products and manage them to support future purchases. 

The shopping list feature offers several key benefits to businesses, including: 
  1. Efficiency and time savings: Shopping lists eliminate the need to search for products individually each time an order is placed, saving valuable time for purchasing teams.
  2. Customizable shopping lists: Our B2B eCommerce platform allows businesses to create and customize shopping lists based on their specific needs. You can categorize and organize products into lists for easy access and retrieval.
  3. Collaboration and sharing: Multiple authorized users within your organization can access and edit shopping lists.
  4. Order accuracy: By having predefined lists of products, businesses can reduce the risk of errors in their orders.
  5. Quick order: Businesses can easily add products to their shopping lists and convert these items into orders directly from a shopping list.
Actions that you can do with this feature are listed below:
  1. Create shopping lists.
  2. Edit the shopping list.
  3. Delete the shopping list. 
  4. Convert a shopping list into a cart order.
  5. Save a current cart as a shopping list.

Shopping list screen

To access this screen, navigate to the profile icon and click Shopping list in the left side menu. 

How: You can search for a list by various criteria like the shopping list name, the list’s created date, the shopping list’s creator, and then click Search.

View the list table

On the shopping list screen, you can see:
  1. Shopping list name: Display the title of the list.
  2. Created date: Show the date when the shopping list was originally created.
  3. Shopping list creator: Display the user responsible for creating the shopping list.
  4. Description: Show additional information or context about the shopping list with a maximum display of 3 lines.
  5. Actions: Provide three options that users can perform on the shopping list, namely editing, converting a list to a cart, and deleting. 

Create and manage a shopping list

Create a shopping list

Option 1: Create a shopping list from the shopping list screen.
  1. Click the Create New List button.

  1. Enter information about the shopping list. Please note that the shopping list name is mandatory, while the description is optional. The name must be unique and non-replicated within the system.

  1. To add products to the list, search for keywords in product names or SKU, then select the product.

  1. You can edit the quantity for each product or remove the products.

  1. Click the Create button.

Option 2: Create a shopping list from cart.
  1. If there are already products in the cart, click on the cart icon to view the MiniCart screen, then select View Cart.

  1. If the cart is empty, please add products to it, and then click View Cart from the notification or locate the button in the Mini Cart screen.

  1. In the cart screen, click Save Cart as a Shopping List, then select Save as Existing List or Save as New List.  
    1. Save as Existing List: You choose to override an existing list from the dropdown list, and then click Save.
    2. Save as New List: You will be redirected to the shopping list creation screen with the products from the current cart. After entering the information, click Create. 

Manage the list

On the shopping list screen, you can manage the shopping list thanks to the provided action buttons. When you hover over an action button, a tooltip will be displayed to display the action’s name. 
  1. Edit the list
How: To edit the existing list, click the pencil icon, then change the information about the shopping list. Click Save when you finish editing the list.

  1. Delete the list
How: To delete the list, click the trash can icon. Then click the OK button when you see a confirmation pop-up.


  1. Convert into a cart order
How: To convert the list to an order, follow one of the two options: 
Option 1: Click the share icon of the list you want to convert into an order.

Option 2: 
  1. On the shopping list screen, click the pencil icon, and then click CONVERT TO ORDER on the editing page.

  1. A pop-up notification will appear, indicating that converting the shopping list will overwrite your current cart. Confirm by clicking OK.

  1. You will then be directed to the cart screen, which has been updated with the replaced products.


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