How does it work?

  1. B2B customers log in to their account

  2. Go to Shopping list page

  3. To begin withg a Shopping List, click Create New. Shopping Lists should be given a unique name and description.

  • While creating a shopping list, customers can add products by entering the product title or SKUs, or uploading a CSV file.

Once all products have been added to the list and saved, clients can

  • Click Submit for Approval (if he/she is in the Junior Buyer role and only has Submit for Approval permission), it will then appear under Shopping Lists of the company member with the Admin/Senior Buyer role for approving, in Waiting for Approval status.

Learn more about Role and Permission

  • Or directly Create order from the saved list

  1. B2B Clients will be directed to the checkout page to complete order.

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