Order Lists

Order lists control which products specific users or companies can order. A positive order list acts as a whitelist where only listed products can be ordered. A negative order list acts as a blacklist where listed products cannot be ordered.

Before you begin

• You need the Shop role to view order lists.
• Creating new order lists requires Owner access on the Shop role.

Browse order lists

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

Column	Description
ID	List ID
Description	List description (localized)
Type	Positive (whitelist) or Negative (blacklist)
Code	List code
Extra	Extra field (localized)
Partner entity	Partner entity identifier
Active	Whether the list is active
No. products	Total products and clusters
No. assigned users	Total users and companies
Valid from	Start date
Valid to	End date
Date Created	When created
Date Updated	When last modified

Search and filter

Type in the Search by code field to find order lists by code.

Click Filters to open the filter panel with additional options:

Filter	Type	Description
Ids	Multi-value	Filter by list IDs
Codes	Multi-value	Filter by codes
Partner Entities	Multi-value	Filter by partner entity
User IDs	Multi-value	Filter by assigned user IDs
Company IDs	Multi-value	Filter by assigned company IDs
Product IDs	Multi-value	Filter by contained product IDs
Cluster IDs	Multi-value	Filter by contained cluster IDs
Type	Radio	Positive or Negative
Active	Radio	Active or Inactive
Valid To	Date range	Filter by end date
Valid From	Date range	Filter by start date
Date created	Date range	Filter by creation date
Date changed	Date range	Filter by modification date

Create an order list

1. Click New Order List in the top-right corner.
2. Fill in the general settings (see the field reference below).
3. Click Save to create the order list.

Edit order list details

Click any row in the overview table to open the detail page. The General section contains the following fields:

Field	Description	Editable
ID	Unique identifier	No
Code	List code	Yes
Description	List description with language switcher	Yes
Extra	Additional field with language switcher	Yes
Partner entity	External partner reference	Yes
Valid From	Start date	Yes
Valid To	End date (must be after Valid From)	Yes
Created at	Creation timestamp	No
Updated at	Last modification timestamp	No
Type	Positive (whitelist) or Negative (blacklist) toggle	Yes

tip

Use a Positive list when a customer should only order from a specific product range (e.g. a contracted catalogue). Use a Negative list to block specific products (e.g. discontinued items) while keeping the rest available.

| Active | Yes or 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
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 and confirm in the dialog.

Assign users and companies

The Users List section has two tabs: Users and Companies.

Assign companies

1. Click Assign new users/companies.
2. In the dialog, switch to the Companies (B2B) tab if needed.
3. Search for and select the companies you want to assign.

4. Click Add companies to confirm.

Assign users

1. Click Assign new users/companies.
2. Select the Contacts (B2B) or Customers (B2C) tab.
3. Search for and select the users you want to assign.
4. Click confirm to assign them.

Remove assignments

1. Select users or companies using the checkboxes.
2. Click Remove selected and confirm.

Related pages

• Manage users
• Create and manage favorite lists