Buy Lists
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      3. Buy Lists

      Add Products to a Buy List

      Learn how to use the Buy List Builder to add Products to your Buy Lists.

      Buy Lists are a powerful way to standardise and automate procurement decisions across an Organization - ensuring that Purchasers can buy the Right Products from the Right Suppliers at the Right Price.

      A Buy List combines a predefined ‘shopping list’ of Products that the Purchaser is interested in. A Buy List displays all of the available Quotes for those Products, from all of their Suppliers' Catalogs.

      Users must have 'Manage Buy Lists' permission to create, edit (i.e. add/remove products to) and delete Buy Lists.

      Jump to:

      Adding Products to a Buy List Individually

      1. Go to [Buy Lists] and select [Buy List Builder] from the side navigation bar, or select the [Open Buy List Builder] icon when viewing All Buy Lists.

      Select [Buy List Builder]2. Find products via:

      a. Search by Product Name or Brand.

      b. Filter By Suppliers.

      c. Filter By Category.

      d. Search By Barcode

      e. Search By P+ Product Code, Supplier Product Code, Purchaser Product Code.

      f. Filter by showing Only Products with Quotes.

      g. Filter by showing Only P+ Master Products.

      See our Advanced Product Search article to learn more about searching.

      3. Click [Add to Buy List] or [In # Buy List] button to add a Product to a Buy List. The In # Buy List button indicates that the item has already been added to at least 1 Buy List.

      Search Product to add to Buy Lists

      4. Select the [Buy Lists] you would like to add the product to, then click [Add to Buy List].

      Select [Buy Lists] you would like to add the product to

      5. Repeat selecting and adding Products to Buy Lists, as required.

      Importing and Exporting a Buy List

      Purchaser Users with the ‘Manage Buy Lists’ permission can also populate a Buy List with Products via CSV Upload on the [Buy List] → [Imports] tab.

      It is very important that the CSV be formatted correctly. You can use either:

      • The [Export] function to output a CSV that is the correct format to use for Imports. This has the advantage of also exporting all of the data currently contained within the Buy List (i.e. products, prices, etc). 
      • You can also use this blank template.

      Importing and Exporting the Buy List appear as tabs in the Header of the Buy List:

      Import or Export a Buy List