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 the [Export] function to output a CSV that is the correct format to use for Imports.

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

      Import or Export a Buy List