Create a new orderlist

Goal

To create and manage Orderlists in Propeller Commerce, enabling you to control which products users can order based on positive or negative restrictions.

Overview

Orderlists determine which products are allowed or restricted for specific users:

• Positive Orderlists: Users can only see and order products that are included in the list.
• Negative Orderlists: Users cannot see and order products that are included in the list.

Step-by-Step Guide

Step 1: Create a New Orderlist

1. Go to User Management in the side menu.
2. Click on Orderlists.
3. Click New order list.

Step 2: Configure General Settings

A pop-up will appear:

1. General Section:
   • The ID, Date of creation, and Date of Update are automatically generated.
   • Choose Positive or Negative depending on your requirement.

Step 3: Add Products to the Orderlist

1. Go to the Product List section.
2. Click Add multiple products.

A new pop-up will appear:

1. Select the desired products.
2. Click Add to orderlist.

The selected products are now listed in the orderlist.

To remove a product:

1. Click the remove button next to the product.

Step 4: Assign Users to the Orderlist

1. Go to the Users List section.
2. Click Assign new users.

A new pop-up appears:

1. Choose Contact, Company, or Customer as the type of user to assign the list to.

2. After selecting the user type (e.g., Contact), another pop-up will appear with a user list.
3. Select one or more users.
4. Click Add to orderlist to assign them.

The same process applies for assigning the orderlist to Companies and Customers.

To modify the assigned users, add or remove them as needed.

Best Practices

• Carefully decide if you need a positive or negative orderlist based on your business requirements.
• Regularly review and update products and users assigned to ensure accurate and current restrictions.
• Use clear naming conventions and descriptions for easy identification and maintenance of orderlists.