Create an orderlist

An Orderlist is a list of products/categories that impact the orderability for users in the platform.

The two types of orderlist allow this to be set up according to the type of catalog required:

• Positive (allowed) Orderlists, which restrict a user from only ordering products that are included

• Negative (restrictive) Orderlists, which restrict a user from ordering products that are included

To create an Orderlist, go to the User Management section in the side menu, click on Orderlists and click on New order list:

A new pop-up screen will appear where you need to set up the orderlist:

In the General section, the ID is populated by default, as well as the Date of creation and the Date of Update. By default, the list is set up as Positive, but you can choose either Positive or Negative depending on your needs.

Next, go to the Product List section and click on Add multiple products:

A new pop-up screen will appear where you can choose the products you want included in the list. Select the products and click on Add to orderlist:

The products are added:

If you want to remove a product from the list, simply click on the remove button and the product will be removed:

In the Users List section, you can assign users to the Orderlist. This can be done by clicking on the Assign new users button:

A new pop-up screen will appear where you get to assign the list to either a Contact, Company or a Customer:

Once you select the user (a Contact in this case), a new pop-up screen will appear with a list of all the contacts, where you need to choose one or more, depending on your needs. Select the contact and click on Add to orderlist:

The same applies for assigning orderlists to Companies and Customers.

You can modify the user's list by adding or removing users: