Add products to linesheets and custom lists

Add products to Linesheets and Custom Lists from the Product Gallery or directly within the Linesheet or Custom List.

Product Gallery

From the left navigation menu, go to Products to access the Product Gallery. Within the Product Gallery, narrow your search using the available filters, and then add products to Linesheets and Custom Lists manually or in bulk.

To add products manually, select one or more products using the checkboxes.

Add products manually.

To add products in bulk, select at least one product using the checkboxes. With one product selected, a menu header appears, where you can Select All that meet search & filter criteria. Deselect single products as needed or deselect all by clicking the updated Select All checkbox (Minus icon. or Plus icon.).

Bulk add.

With product(s) selected, go to the Actions menu in the upper-right corner and choose Add to List or Add to linesheet

Image of Actions menu.

Add to Linesheet

After selecting Add to Linesheet from the Product Gallery,  choose where to place selected products in the linesheet: Add to bottom (default) or Add to top

Use the Search linesheets field to locate a linesheet by name.

To create a new linesheet, select + New linesheet. Enter the Linesheet name, Delivery, and Allowed customer groups, then select Create

Use checkboxes to select linesheets for the selected products. Newly created linesheets are automatically selected. When you’re ready, select Done.

Image of Add to linesheet window. Image of New linesheet window.


Add to List

After selecting Add to List from the Product Gallery, choose where to place selected products in the list: Add to bottom (default) or Add to top. Use the Search Lists field to locate a custom list by name. 

To create a new custom list, select + New List. Enter the List name, Delivery, Warehouse, then select Create.

Use checkboxes to select custom lists for the selected products. Newly created lists are automatically selected. When you’re ready, select Done

Note: You can only add products to custom lists that you created.

Image of Add to list window. Image of New list window.


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Linesheet

From the left navigation menu, go to Linesheets (aka Catalogs) and open a Linesheet. Select the teal plus (+) icon in the lower-left corner to add products.

Plus icon within a Linesheet.

Scroll through products and use the search field to locate specific items. Search for products by entering a name, style number, or color.

Search products.

If you’re not finding the product(s) you’re looking for, select the Search filter icon. filters icon to the right of the Search Products field and apply the Expanded search.

  • Standard (default): Displays results that contain terms starting with the entered search criteria. For example, enter “bow” to locate matches with the terms “bow” or “bowtie.”
  • Expanded (slower): Displays results that contain terms appearing in any part of the entered search criteria. For example, enter “tie” to locate matches with the terms “tie” or “bowtie.”

Note: Closing your browser resets your search type to Standard.

Search settings.

Add products by dragging and dropping them into the Linesheet.

Note: Learn more with Linesheets overview and Edit a linesheet.

Add products in a Linesheet.


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Custom list

From the left navigation menu, go to Custom Lists and open a list. If you didn't create the Custom List, select Clone as Custom List, before you can add products.

Select the teal plus (+) icon in the lower-left corner to add products.

Plus icon in a Custom List.

Scroll through products and use the search field to locate specific items. Add products by dragging and dropping them into the Custom List.

Note: Learn more with Creating a custom list.

Add products in a Custom List.

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