TABLE OF CONTENTS
- Favourite Item Lists Overview
- How to Create and Manage Item Lists
- How to Use Item Lists in Documents
Favourite Item Lists Overview
Save items to custom lists within your catalog to quickly request frequently ordered goods and services. This feature allows you to:
- Always have easy access to popular goods and services via lists configured to your preferences.
- Create multiple lists with as many items as you need.
- Flexibly manage and update the lists.
How to Create and Manage Item Lists
Item lists can be created from two points in your workflow:
- On the Item Management page.
- In the Catalog window, when you’re adding items to a document (WR, PR, RFP, PO, or Invoice).
The default list called All Items contains all items added to the catalog. It’s a tab located at the top of the page/window. To add a new list:
- Click the “+” icon near the catalog tabs.
- Fill in the list name and press the Enter key to create a list. If necessary, you can change the name later.
- Once the list is created, you’ll see a new tab ready to be filled in.
On the newly created tab, add new items manually or import them using the action buttons in the top-right corner. They’ll be added to this list and to All Items.
Here’s how to add items that already exist in your catalog:
- Navigate to a previously created list (for instance, All Items).
- Find the item you need to add to the new list and click the More Actions button (three dots) in the Action column.
- If you only have one custom list, you’ll see the option to add the item to it in this menu. If you have several, click the Add to List option and then select an existing list or create a new one.
To rename or delete a list, open the Item Management page, right-click the list tab, and select the needed option.
How to Use Item Lists in Documents
Once you’ve created the lists, you can use them when adding items from the catalog to WRs, PRs, RFPs, POs, and Invoices to speed up navigation. The lists will show up as tabs at the top of the item selection window.
