Add, Edit, or Delete a Shopping List Item (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select Shopping List, and click Add.

2

Select from the dropdown to add an item to the list, or to add an item to the list for a specific customer. 

3

Complete the required fields and Save.

4

Click the Edit icon to edit an item on the shopping list, and Save when finished.

5

Click the checkbox to mark an item as purchased.

6

To delete a shopping list item, click the Trash icon, and Delete.