Customer Portal - Create a Product List From an Order

1. Navigate to "Orders"

   In the customer portal, you can now create a company or personal list from previous orders in your order history. These product lists or catalog can be used to place repeat orders quickly and efficiently. To start, navigate to the "Orders" section in your Customer Portal.

   

2. Search for the order

   In order to access "Orders", you will need to have the role of "Company Admin", "View All Orders", or "View Assigned Location Orders". Search for the order in the "Search" field.

   

3. Or, use the filter columns to search for the order

   You can also use the filter columns to search for the order.

   

4. Go to the order's details page

   Next, click on the more details icon to see the order details including the items on the order.

   

5. Click "Add Catalog"

   Then, click the "Add Catalog" button to view the menu options.

   

6. Select the catalog option to be used

   Select the catalog option you wish to use. You can choose from creating a new catalog or adding to an existing catalog for yourself or for all users in the company.

   

7. Enter the name and description of the product list

   Enter a catalog "Name" in the required "Name" field. You can also add a brief description.

   

8. Click "Add"

   Then, click the "Add" button.

   

9. Confirmation

   You will see a message stating the catalog has been successfully added.