Shopping List

Items > Shopping List

Shopping Lists are used to filter and/or pre-populate Orders, Ordering Guides, Item Fulfillments, Item Receipts, and Warehouse Transfers.

Shopping List Screen

A screenshot of the shopping list screen as described on this page.

  1. Search - search by shopping list name

  2. Include Inactive - include inactive lists in the results

  3. Reset - click to reset search parameters

  4. Add New Shopping List - click to add a new shopping list
    A screenshot of the add new shopping list modal as described on this page.

    1. Name - enter a name

    2. Sort Order - change the sort order if needed

    3. Cancel - click to return to the Shopping List screen without creating a new list

    4. Save - click to create the list and be redirected to the individual shopping list screen

  5. Advanced - click to access additional filters

  6. Items - filter by item (search by item name or identifier, then select the item(s))

  7. Search - click to search by advanced filters

  8. Name - click to sort by Shopping List Name

  9. Public - click to sort by Public status

  10. Active - click to sort by Active status

  11. Pencil - click to open an existing list

  12. < > - click to scoll through pages

Individual Shopping List

A screenshot of an example shopping list as described on this page.

  1. Name - change name if needed

  2. Sort Order - change sort order if needed

  3. Access - select access level
    Public - the list will be accessible to all users
    Private - this list will only be available to the user that created the list

  4. Identifier - notice the item identifier

  5. Name - notice the Item Name

  6. Trash Can - click to remove item from the list

  7. Double Arrow - click and drag to rearrange items

  8. Search Items - search items with the inventory attribute by item name or identifier and click to add to the list

  9. Magnifying Glass - click to select items from a list
    A screenshot of the item search modal as described on this page.

    1. Search - search by name or identifier

    2. Tags - filter by item tag

    3. Vendors - filter by vendor

    4. Reset - click to clear the search parameters

    5. Identifier - click to sort by item identifier

    6. Name - click to sort by item name; notice the item description and base units per preferred unit

    7. Checkbox - check to include item on the shopping list

    8. < > - click to scroll through pages

    9. Close - click to return to individual shopping list screen with changes

  10. Active - toggle active status

  11. Delete - click to delete the shopping list

  12. Close - click to return to the Shopping List screen without saving changes

  13. Save - click to save changes