Use the Purchase Lists tab

You use the Purchase Lists tab on the Customer Profile page to view or create lists of items the shopper may be interested in purchasing at a later time.

The shopper adds items to a purchase list by clicking the Add to Purchase List button on a product details page. A down arrow button next to the button allows the shopper to add the item to one of their purchase lists or create a new purchase list.

As a customer service representative, you can open and add items to one of the shopper’s current purchase lists. You can create a new purchase list by clicking Create a Purchase List button and entering a name for the new list, as well as adding items from the Order Details pages. Items are added to new or existing lists by SKU or product name.

To add items from a purchase list to a new or existing order:

1. On the shopper’s profile page, click the Purchase Lists tab.
2. Click the link for the purchase list where the item is listed.
3. Select the checkboxes for the item or items you want to include in the order, and click Add to Order. The Create Order page is displayed with the items you have selected. If this is a previously created order that requires completion, the items previously added are also included in this order.
4. If the shopper wants to include other items from other purchase lists, on the Create Order page you can add the items in the cart to any of the available purchase lists. The available lists can be viewed using the Add to Purchase List menu. If a custom-defined purchase list is not available, you can select Create New Purchase List and define your own list. Sharing of a purchase list is available using the shopping on behalf of shopper feature. To do this:
   • On the shopper’s Profile Details tab, click Launch Store as Customer to act on behalf of the shopper. You can then share purchase lists as directed.

   For more information, see Understand shopping on behalf of the shopper.