How to use the Shopping list functionality
To make sure you don’t forget anything, develop personalized shopping lists with your recurring items. This allows you to reduce the time spent searching for and ordering your favourite products!
Note: The management of shopping lists is reserved for users with the roles of Administrator, Treasurer or Buyer.
Process
There are two ways to create a shopping list and to make changes to the products in your list.
1. Via the product
2. Via the shopping cart
If no list has already been created:
Name your shopping list;
Optional: Add a brief description
Click on the button “Create the list”;
Close the panel by clicking on the X, or anywhere in the page.
If one or more lists have already been created:
Click on the heart icon associated with the desired shopping list;
Close the panel by clicking on the X, or anywhere in the page;
The message “Product(s) added” confirms that the product(s) were successfully added.
To delete a product from a list:
Select the heart icon;
Click on the list from which you wish to remove the product;
Close the panel by clicking on the X, or anywhere in the page.
If no list has already been created:
Name your shopping list;
Optional: Add a brief description
Click on the button “Create the list”;
Close the panel by clicking on the X, or anywhere in the page.
If one or more shopping lists have already been created:
Click on the heart icon associated with the desired shopping list;
Close the panel by clicking on the X, or anywhere in the page;
The mention “Product(s) added” confirms that product(s) were successfully added.
Please note: the same product (or even a whole cart) can be linked to several shopping lists: simply click on the heart icon in each list where you want to add the product (or cart).
Shopping lists can be accessed from the Account menu:
Select the name of your establishment (in the top right corner);
Click on “Shopping lists”.
From this page, you can:
Edit the name or description of a shopping list:
Click on the pencil icon;
Edit the desired information;
Click “Save”.
Delete a list:
Click on the trash can icon;
Confirm with the delete button.
Delete a product from a list:
Click on the name of the shopping list;
Identify the product you wish to remove;
Select the X.
Convert a shopping list into a shopping cart:
Click on the name of the shopping list;
Select the + for the desired products to add the quantities to the cart;
*Select only the products you wish to order from the shopping list;
Click on the cart icon to complete the order.
