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  • How To Create and Save A List

How To Create and Save A List

  1. Click the My Account Button at the top of your screen
  2. Click Manage Lists
  3. Click the Add New List Button
  4. Type the list name into the Title text box
  5. Click the dropdown box and select what kind of list you would like to create
  6. Reference Code is an internal code. You can use this to reference a job number or P.O Number. This can also be the same as the title.
  7. Click the is active checkbox.
  8. Type in a start date and end date if applicable.
  9. Click the default checkbox to add the list to your account.
  10. Click the Quick Order Pad checkbox to add this list to the Quick Order Pad Screen
  11. Click the Products tab.
  12. Click the dropbox under select
  13. Click any
  14. Type the item Id or part of the item id  into the SKU text field
  15. Click search
  16. Click the check box next to the model you want to add to the list
  17. Type how many you want in the QTY text field.
  18. Click the update list button.
  19. Repeat steps 14 – 18 to add all models to your list.
  20. Reset the filter to clear the search results.
  21. Click update list to save your list.