Customer Mobile App: Lists

Many distributors have customers that place similar orders with the same products time and time again. Often, these orders are manually created by using an existing purchase order, calling in the order, or individually adding each product to an online shopping cart.

While these purchasing flows get the job done, they can be inefficient and highly manual.
To help save on overhead and time spent, the Kodaris Customer Mobile App offers a Lists feature that allows your customers to build and save product lists that can be repeatedly used to place orders.

Using this feature, your customers can create an unlimited number of Lists that are separated out by project, product type, warehouse, and more. For example, a customer may want to create Lists that are specific to the various tools they need per job type, or they might want to create a List that includes all the products needed for a specific, recurring project.

Ultimately, Lists provide an opportunity for your customers to create groups of items that they can quickly refer to and re-order as needed. Utilizing lists will not only shorten the amount of time it takes to search for and order products, but it will also empower your customers to place orders on their own while on the go.

Lists Features

From a mobile phone or tablet, the Lists feature is accessible from the app’s main navigation.

There are two types of Lists your customers can use: My Lists and Company Lists. My Lists is a section where they can create and store Lists that are personal to their user account. Lists that are created and accessible under the Company Lists section will be available to any user associated with the company account, as long as they have the proper permissions.

To add a List, customers will click on the “+” icon in either section. During this time, they will name the List and give it a brief description. They will also choose its visibility. If they are making a Company List and their user account is tied to multiple company accounts, they will select which company they’d like to share it with.

Once a list is created, they can easily add items to it by searching for products through the app, clicking on the “More Menu” icon for a product, and then choosing whether they want to add the product to a Private List or Company List. After an option is selected, all of the available Lists will appear. Clicking on a List will immediately add the product to it.

At any point, your customers can begin ordering products from the Lists they create. They have two options when placing orders from Lists:

First, they can add the entire List to their cart at one time. They can do this by selecting the “More Menu” icon associated with a List.

The second option is to individually select products from a List to add to their cart. They can do this by clicking into the list itself and selecting the “Add to Cart” button next to the item(s) they wish to order.

Once items are added to the cart from a List, they will automatically appear in the mobile shopping cart ready to purchase!