Video: How to Use the Shopping List
Overview
The Shopping List allows you to:
Create an order for your wholesaler from selected events
Edit and organize the items (called components)
Filter by category or tag
Download a CSV of your list when finished
On your events dashboard, click on any event to open its project page. Once there, click on "Create Shopping List" to create the shopping list for that particular event.
How to Create a Shopping List
On your Events dashboard, click the event you want to work with
Click into a specific event, or select multiple events using the checkboxes.
Click Create Shopping List.
You’ll be taken to the Shopping List page with components pulled from the selected event(s).
💡 Note: Selecting multiple events will generate one combined Shopping List.
Editing Your Shopping List
Rename or Add Details
Click the pencil icon in the top right corner.
Edit the list name, add a description, or search for components
Swap a Component (Substitute Items)
If you want to change a component in your shopping list — for example, because it’s unavailable, you can easily swap it with a different item:
How to Swap a Component
Locate the component you want to replace in your Shopping List.
Click the three-dot button next to that component.
Select Swap Component.
Search for and select the replacement component.
Click Done.
Important: The swap is not applied yet at this stage. After clicking Done, a new column will appear showing the replacement component it will be swapped with.
Review & Confirm the Swap
Review the listed swaps carefully.
Click Save Swap to confirm and apply the changes.
Filtering Your Items
Use the filtering options to refine what you see on your shopping list:
Filters
Tags — narrow down components by tag
Categories — filter by category type
Expand Details
Expands items to see which proposals or Purchase Orders contain it
Download Your List
Once your Shopping List is organized, Click Download CSV to export your list for ordering, printing, or sharing with your team
