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Create a favorite list

Goal​

To create a new favorite list in the Propeller backoffice, enabling users to save and organize frequently ordered products for quick access. This enhances the efficiency of repeat orders and improves the customer experience. Favorites lists can also be created on a company level, allowing all contacts within that company to share the same lists.

Step 1: Navigate to the User Management Section​

  1. From the backoffice menu, select User Management and then Users.
  2. Navigate to the company profile, contact record or customer (B2C) where the favorite list will be created.

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  1. Select the Favorite Lists tab under the contact profile.
    This will display existing favorite lists for the contact.

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Step 2: Click on 'New list'​

  1. Click the New List button.
  2. A new screen titled Favorites List / New Favorite List will appear, with sections for General and Product List.

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Step 3: Fill in General Details​

  1. In the General section:
  • Owner: This is auto-filled with the user ID (e.g., 14554 for the specific user).
  • Name: Enter a descriptive name for the favorite list (e.g., "Weekly Supplies" or "Preferred Products").
  • Slug: Enter a unique identifier for the favorite list. This is often auto-generated based on the name but can be customized if needed.
  • Default: Toggle this option if you want this favorite list to be set as the default for the user.

Step 4: Add Products to the Favorite List​

  1. Navigate to the Product List section:

FavList f2

  • Use the search or product selection feature to add products to the list.

  • Add relevant products by SKU or browse the product catalog to select items.

FavList f2

  • Ensure all desired products are included before saving the list.

Step 5: Save the Favorite List​

  1. Once all details are filled in and products are added, click the Save button.

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  1. A confirmation message will appear, indicating that the new favorite list has been successfully created.

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  1. The list will now appear in the Favorite Lists tab under the user's profile.

FavList f2

Best Practices​

  • Descriptive Names: Use clear and specific names for favorite lists to make them easily identifiable.
  • Default List: Set a default favorite list for users who frequently reorder the same items.
  • Keep Updated: Regularly review and update favorite lists to ensure they remain relevant to the user's needs.
  • Organize by Purpose: Create separate lists for different purposes or order types (e.g., seasonal products, weekly stock replenishments).
  • Ownership Control: Ensure the owner field is accurate to avoid mismatches in user access