Global Settings

Favorites Lists

You can create a favorites list to give shoppers easy access to products they purchase frequently. You can assign a favorites list to all shoppers in a department within an account, all shoppers in an account or all shoppers of the entire site. In addition to Favorites lists, shoppers can also maintain their own multiple Favorites lists. They can name or rename them and copy items from one Favorites list to another, as well as specify quantities and delete items or lists as necessary.

Note: While shoppers can manage the favorites lists they create, they cannot edit or change the favorites lists you set up and maintain on the Administrative page. Also, any favorites list you add must have at least 25 items to display categories. The shopper can also see enhanced content products in categories if their account has enhanced content enabled, if there are more than 25 items on the list, and if the user selected to Show Products By Category.

1. Click Global Settings and choose Favorites Lists.

Note: This page lets you set filters to limit the information. For example, you can set a filter to only include lists containing a specific description. To set a filter, click to the right of the box and select a filter from the drop down box. For more details, see Filtering Information.

2. The Manage My Favorites Lists page opens. In this page, you can:
   
   Click to edit the comments or description of an existing favorites list, or to change the type of favorites list. When finished, click .
   
   Click to delete an existing favorites list. At the Delete This Favorite List prompt, click OK.
   
   Click to copy an existing favorites list. You can add the items from the list to an existing list or you can create a new list. To add the items to an existing list, click the Add check box next to the list. To create a new list, click the Add check box next to the blank List Name box at the bottom of the window.
   
   Click Add New Favorite List. The Manage My Favorites Lists page opens. To add the list:

1. In the Description box, enter a name for this favorites list. The favorite list description you specify displays to shoppers when viewing available favorites lists. The favorite list description you specify displays to shoppers when viewing available favorites lists.

2. Click the Comments box and enter a description for the list. Comments display to the shopper when managing favorites lists.

3. Click the down arrow in the Type box and choose the appropriate favorites list type. You can select from the following:I

   • Inactive: Click this type to save the list but not allow any shoppers to view it on their page.

   • Shared Site Wide: Click this type to assign the list to all shoppers.

   • Shared With Account/Department: Click this type to assign the list to only specific accounts or departments.

4. Click . The new favorites list is added to the Current Favorites Lists.

3. Once the favorites list has been added, you can add items to the new list or view the list. Click beside the list you added.

4. In the Edit Items on My Favorites List page, click Add New Favorite Item. (You can also click to edit an existing list.) Any favorites list you add must have at least 25 items to display categories.

5. In the Item Company box, you can enter the three-digit code for the item company being added, SEL or AVE, for example.

6. Click the Item Number box and enter the number of the item to add. The item number must be set up in the back end business system. The item’s description comes from the back end business system.

7. Click the Qty box and enter the quantity of this item to order.

8. Click the Comments box and enter a line item comments for the displayed item. These comments appear with the line item on the shopper’s Web page.

9. Click if adding a new list. Click if editing an existing list.

Note: Click to remove items from the list. At the Delete This Favorite Item prompt, click OK.

10. Repeat Step 4 through Step 9 to add each item to the favorites list.

11. When finished adding items, click Back to Favorites to return to the favorites lists.

Note: When you add favorites list you can assign the list to all shoppers, or to a specific shopper. For details on assigning favorites lists to specific shoppers, see Favorites Assignment.