Favorite Lists

Favorite lists are curated product lists that belong to a specific company, contact or customer. You can create lists, add products or clusters and set a default list per user.

Before you begin

• You need the Shop and Product roles to view favorite lists.
• Creating, editing and deleting favorite lists requires Owner access on the Shop role.

Browse favorite lists

Go to Users > Favorite Lists to open the overview. The table shows the following columns:

Column	Description
ID	Unique list identifier
User ID	The owning company, contact or customer ID
Name	List name
Slug	URL-friendly identifier
Default	Whether this is the user's default list
No. Items	Total number of products and clusters in the list
Date Created	When the list was created
Date Updated	When the list was last modified

Search and filter

Type at least 2 characters in the Search by name field to find lists by name.

Click Filters to open the filter panel with additional options:

Filter	Type	Description
Company Id	Single value	Filter by owning company ID
Contact Id	Single value	Filter by owning contact ID
Product Ids	Multi-value	Filter lists that contain specific product IDs
Cluster Ids	Multi-value	Filter lists that contain specific cluster IDs
Default	Radio	Filter by default list status
Created At	Date range	Filter by creation date
Last Modified At	Date range	Filter by modification date

Create a favorite list

tip

Create favorite lists for customers who reorder the same products regularly. Mark a list as default so it appears automatically when the customer or sales rep starts a new order.

1. Click New Favorite List in the top-right corner.
2. A user picker dialog opens. Select a company, contact or customer to own the list.
3. A new list named "New favorite list" is created and you are redirected to its detail page.

Edit favorite list details

Click any row in the table to open the detail page.

The General section contains the following fields:

Field	Description	Editable
Owner	The user ID of the list owner	No
Name	The list name (required)	Yes
Slug	Auto-generated URL slug	No
Created at	Creation timestamp	No
Updated at	Last modification timestamp	No
Default	Whether this is the user's default favorite list (Yes/No toggle)	Yes

Click Save to persist your changes.

Add products or clusters

The Product List section has two tabs: Products and Clusters.

Each tab shows a table with the following columns:

Column	Description
Image	Product thumbnail or cluster icon
SKU	Product SKU code
Name	Product name
Supplier	Supplier name

1. Open the Products or Clusters tab.
2. Click Add multiple products (or Add multiple clusters on the Clusters tab).
3. A product picker opens. Search and select the items you want to add.

4. Click confirm to add the selected items to the list.

Remove products or clusters

1. Select items using the checkboxes.
2. Click Remove selected products (or Remove selected clusters).
3. Confirm the removal in the dialog.

Delete favorite lists

1. Select one or more lists on the overview page using the checkboxes.
2. Use the delete action and confirm.

Related pages

• Manage users
• Edit user details