ssossossosso
Documentation Home »Front Store Guide »Shopping Lists
current version

Shopping Lists

The following guide will describe how shopping lists can be used in OroCommerce front store.

In OroCommerce, shopping lists are much more than merely a list of items in a cart. For one, in OroCommerce registered customers can create and manage not just one, but multiple shopping lists. This is useful when customers have to work on many projects that need different products for various needs. Unregistered customers, in turn, can purchase goods without the need of going through the registration process, which simplifies their shopping experience and saves time.

In the front store, shopping lists are located in the top right corner and can be easily spotted.

The shopping lists button displays the number of shopping lists that have been created.

Clicking on the icon next to the button will open a drop-down with all available shopping lists, the number of items in each of them, and a button to create a new shopping list.

Shopping Lists for Registered Users

Create a Shopping List

Shopping lists can be created using several flows.

Flow 1

  1. Click next to Shopping Lists on the top right of the page.
  2. Click Create New List on the bottom of the drop-down window.
  3. Give the list a name and click Create.

Flow 2

  1. Click on the drop-down icon located in the Add to button next to each product.
  2. Select Create New Shopping List.
  3. Give the list a name and click Create.

Flow 3

  1. Click Quick Order Form on the top right of the page.
  2. Enter product details in the provided fields.
  3. Click Add to on the bottom of the Quick Order page.
  4. Select Create New Shopping List.
  5. Give the list a name and click Create.

Flow 4

  1. In the Quick Order Form, enter product SKU(s) and quantity.
  2. Click Verify Order.
  3. In the Verify Order window, Click Add to on the top.
  4. Select Create New Shopping List.
  5. Give the list a name and click Create.

Flow 5

  1. Open Matrix Ordering Form.
  1. Enter the number of items for each category.
  1. Click on the drop-down icon located in the Add to button next to each product.
  2. Select Create New Shopping List.
  1. Give the list a name and click Create.

Flow 6

Duplicate the already existing shopping list to make multiple similar orders:

  1. Open a shopping list.
  2. Click Duplicate List on the left under the list of items.
  3. A copy of the shopping list will be created.

View Shopping List

The shopping list view page contains the following information and options:

  1. Customer name (drop-down)
  2. Item name
  3. Availability
  4. Quantity
  5. Price
  6. Subtotal
  7. Total
  8. A list of all shopping lists available

Here you can add a note to the current shopping list, as well as each of the items within this list, by enabling the Add a Note to This Shopping List checkbox.

Manage Shopping List

To edit the shopping list name from within its view page:

  1. Clicking next to the shopping list name.
  1. Enter a new name and click Save.

To delete the shopping list:

  1. Click Delete.
  2. Confirm deletion by clicking Yes, Delete in the confirmation window.

To create an order from the shopping list:

  1. Click Create Order on the bottom of the view page.
  2. Click Create Order on the top right of the view page.

To create a request for quote from the shopping list:

  1. Click Request Quote on the top right of the view page.
  2. Click next to the Create Order button on the bottom of the view page.
  3. Click Request Quote.

Shopping Lists for Guest Users

In Oro application, unregistered customers can create and manage a shopping list in the front store without the need to register. By default, they can have one shopping list per website and browsing session with the possiblity of storing such list for up to 30 days in a single browser.

Note

If you seem unable to create a guest shopping list, please refer to your administrator.

Create and Manage a Shopping List

By default, only one shopping list is available for unregistered users:

  1. To add items to the list, click Add to Shopping List next to the product.

  2. To add more items to the existing list, or change the quantity of the items that are already in the list, click Update Shopping List next to the product.

    Alternatively, navigate to the shopping list itself by clicking Shopping List in the top right corner of the store page, and click View Details.

    In the Quantity field, change the quantity of the product.

  3. To remove items from the list, click next to Update Shopping List and click Remove from Shopping List.

    Alternatively, navigate to the shopping list itself by clicking Shopping List in the top right corner of the store page, and click View Details.

    Next to the product, click to remove it.

Related Topics