Quoting & Ordering · Module 3.14 Module 3.14 NEW

Purchase Lists

Saved shopping lists designed around the B2B repeat-purchase workflow. Create named lists, store default quantities, share lists company-wide, and reorder everything in one click. Not a wishlist — a procurement tool.

In plain terms: A restaurant buys the same 30 products every Monday morning. Instead of browsing and adding each one individually, they open their "Weekly Order" Purchase List — all 30 products with their default quantities are ready. Click "Add All to Cart," adjust anything that changed, checkout. Under 2 minutes every week.

Multiple Named Lists

Create unlimited lists: "Monthly Cleaning Supplies," "Q1 Restock," "Emergency Backstock," "Client X Standard Order." Each list has its own products and quantities.

Stores Quantities

Each list entry stores the product AND the default quantity. The cart is pre-filled with the right amounts — no re-entering quantities every time.

One-Click Add All to Cart

Add every item in a list to cart in a single action. Review and adjust in cart before checkout. Works with all B2B pricing — wholesale prices apply to listed products.

Company-Wide Sharing

Share lists across all users in the same company. The head buyer creates "Monthly Restock" — every team member (sub-account) can open it and use it independently.

Add from Product Pages

An "Add to List" button appears on product pages and shop listings. Choose which list (or create a new one) from a quick dropdown.

My Account Tab

All lists accessible from My Account → Purchase Lists. Customers can manage, rename, duplicate, and delete lists from this tab.

Setup

Good Combinations

Purchase Lists + Sub-Accounts = shared team ordering

Head buyer creates company-wide lists. Any team member (sub-account) opens the same list and orders from it independently. Everyone pulls from the same approved product selection.

Purchase ListsSub-Accounts
Result: 5 team members, one "Monthly Restock" list. No need for the head buyer to be involved each month — any authorised team member can reorder on their own.

Purchase Lists + Bulk Orders = fast first order, instant reorders

First order: buyer uploads a CSV via Bulk Orders. After checkout, they save the items as a Purchase List. All subsequent orders: open the list, click "Add All to Cart."

Purchase ListsBulk Orders
Result: Month 1: CSV upload (2 minutes). Month 2+: Purchase List reorder (10 seconds). The combination handles both the initial order and every repeat.

Purchase Lists + Discount Rules = reorder with automatic pricing

A buyer's Purchase List contains products covered by their tiered discount rule. When they click "Add All to Cart," the prices automatically reflect their wholesale tier.

Purchase ListsDiscount Rules
Result: The saved list is just a quick-add convenience — pricing is still dynamic. If they get promoted to Gold tier, their next reorder from the same list shows Gold pricing automatically.

Key Settings

SettingDescriptionDefault
Allow Company SharingLists can be set to company-wide visibility by the creator.Off
Max Lists Per UserLimit the number of lists per customer account. 0 = unlimited.Unlimited
Show Add-to-List on Shop PagesDisplay "Add to List" on category/shop listing pages in addition to product pages.On
Eligible RolesWhich roles can create and use Purchase Lists. Leave blank for all logged-in users.All
Allow Partial Add-to-CartIf some items are out of stock, add available items to cart and show which were skipped.On

Wishlists are single-user, product-only bookmarks for gift tracking. Purchase Lists are a B2B procurement workflow: they store quantities (not just products), support company-wide sharing so whole teams pull from the same list, and have a one-click "Add All to Cart" designed for bulk reordering. A wishlist is a reminder; a Purchase List is an order template.

With "Allow Partial Add-to-Cart" enabled (default), the available products are added to cart and a notice shows which items were skipped due to stock. The buyer can remove unavailable items from the list or keep them for next time. Out-of-stock items in the list are flagged with a stock warning on the list page.

Yes. From the WordPress admin Users screen, click any user → B2B Commerce Kit section → Manage Purchase Lists. You can create, edit, and delete lists on their behalf. This is useful for onboarding new accounts — pre-populate a "Standard Monthly Order" list for them before their first login.