Shopping lists are used to save collections of items that are popularly purchased by your company, thus eliminating the need to find the items each time you shop online. Shopping lists are a huge time saver!!!
There are several ways to create a new Shopping list:
From the Shopping list Page
- Navigate to Account -> Shopping lists
- Click "Create New Shopping list"
From Product Listing Page or Product Detail Page
- Located desired item via category navigation, search or Product Detail Page
- Click the "Shopping list" dropdown beneath the product
- If you are creating a new Shopping list, click "Create New Shopping list" and give it a title, then
go
back into Shopping list dropdown and select newly created Shopping list, then click "Add to Shopping
list". If you are adding product to an existing Shopping list, click in the Shopping list dropdown,
select your desired Shopping list, then add the product to the Shopping list.
From Shopping Cart
- Add to Shopping list from Shopping Cart is located under the order summary on the right side of the
page. If you are creating a new Shopping list, click "Create New Shopping list" and give it a title,
then go back into Shopping list dropdown and select newly created Shopping list, then click "Add to
Shopping list". If you are adding product to an existing Shopping list, click in the Shopping list
dropdown, select your desired Shopping list, then add the product to the Shopping list.
From Invoice Detail or Open Orders Detail
- Add to Shopping list from Invoice or Open Order Detail by using the checkboxes on the left side of
the
line item. Select multiple line items to be added or click the checkbox on the top to select all.
Then
use the "Add Selected to Shopping list" dropdown under the Invoice Summary. If you are creating a
new
Shopping list, click "Create New Shopping list" and give it a title, then go back into Shopping list
dropdown and select newly created Shopping list, then click "Add to Shopping list". If you are
adding
product to an existing Shopping list, click in the Shopping list dropdown, select your desired
Shopping
list, then add the product to the Shopping list.
You can access the shopping lists from your Account Dashboard, or mouse over "Account" then select
"Shopping
lists". To edit a shopping list, click to open the desired shopping list. Once you have a Shopping list
open
you'll have the following capabilities:
Delete Shopping list
To delete a Shopping list, click the "Delete Shopping list Link" on the top left of the screen.
Print Page
To Print a Shopping list, click the "Print this Page" button above your Shopping list.
Upload Shopping list
To upload a Shopping list you must first download an import template by clicking the "Download Import
Template" on top of your Shopping list. From there, add the Heritage part # into column A and the
desired
quantity in column B. File must be saved on your computer as a .csv format. Save the file as .csv on
your
computer. Return the Shopping list screen (click "Go Back" if you're in an open Shopping list) then
click
"Upload CSV". You will be prompted to find the file on your computer. Locate the file and click upload.
The
system will validate that all Part #'s are valid and display any invalid Part #'s in the document. If
you
aren't finding an item, please contact your local branch for support.
Export Shopping list
To download your Shopping list, click the "Export Shopping list" button on top of your Shopping list.
This
will export your Shopping list with all the information so you can use the list to price jobs, charge
customers, share with co-workers or whatever purpose you might have.
Edit Name
To edit a Shopping list name, click the "Edit Name" button above your Shopping list.
Change Sort Order
To change the listing order of your products in a Shopping list, click and hold the directional icon on
the
very left of the line items to re-arrange the items as you see fit.
Add to Cart
To add all item in Shopping list to cart, click the "Add All Items To Cart" button. If you don't want all
items in your cart, enter a quantity of "0" on the line item qty field. Items with qty set to "0" will
be
ignored when you click the "Add All Items To Cart" button. You can reset all qty to "0" by clicking the
"Reset Quantities to 0" button at the bottom-right of the Shopping list. If you'd like your default view
to
have all quantities set to "0", click the "Reset Quantities to 0" button and then click "Save &
Close"
to save your changes.
Product Quick View
To preview an item and see larger image or additional images (if available), click on the item title.
From
there you can click "View Product Page" to visit the Product Detail Page for more information such as
specifications and supporting documents. Note: This action will lose any changes that were made to the
Shopping list.
Add Line Items
To add a line item to a Shopping list, click the "Add a New Prduct Line" button at the bottom of your
line
items. Click into the "Product Name" text field and start typing a part #, mfg # or product keyword. The
sytem will return relevant results in the dropdown. Select the item from the dropdown to add the item
with a
quantity of "1". If you'd like to change the quantity, type the desired quantity in the "qty" field and
click "Save & Close". You can add as many line items as you'd like to the Shopping list.
Delete Line Items
To remove a line item from your Shopping list, click the trash can icon on the right of the line item.
Then
click "Save & Close" to save the change.
Make & Save Updates
Whenever you make a change such as sorting, deleting, or changing item quantity, you must click the "Save
& Close" button when you are finished to save the changes.
Reset Quantities to 0
To reset all item quantities to "0", click the "Reset Quantities to 0" button at the bottom of your
Shopping
list. This way, when you are ordering off a Shopping list you can add quantities only on the items you
want
to add to cart and click "Add All Items To Cart". Items with a quantity of "0" will be ignored and not
added
to your cart.
Add to Cart
To add items to your cart, click the "Add All Items To Cart" button. Items with a quantity of "0" will be
ignored.
