Creating a product list in Product Setup

You can create lists of products to use as shopping lists in purchase and sales order functions.

  1. Select Product > Setup > Product.
  2. Select Product List > Create New.
  3. Specify this information:
    Type
    Specify a short descriptive name for the product list.
    Description
    Specify a description of the product list. The description is displayed in Product List fields in Purchase, Product, and order entry functions.
  4. Click Save.
  5. Conduct search for products to add to the list, and then select the products.
  6. Select Product List > Add to Product List.
  7. Select the product list in the Product List Type field.
  8. Click Save.
    The products are added to the list with zero quantities. Modify the default quantity of the product on a product list in Product List Setup.