Custom Lists Help Topics:

• About Custom Lists

• The Custom Lists feature of our site consists of two primary actions that allow you to manage customized product lists, which can easily be converted into orders or requests for quotes:
  • Create New Custom List
  • Copy Existing Custom List
• The Custom Lists drop-down menu at the top of every page (when logged in), as well as the main Custom Lists page, contains three listings of Custom Lists, divided into these categories:
  • All Sub-Accounts
    • This section of Custom Lists shows all lists created on your account, regardless of the Sub-Account. They may be used for any Sub-Account — just enter your desired Sub-Account information when converting the list into an order.
  • Current Sub-Account
    • This listing shows Custom Lists created specifically by your currently selected Sub-Account. These lists provide a seamless transition when converting to orders or quotes.
  • Featured Lists
    • These item lists (formerly "Common Lists"), provided by Elliott Electric Supply for your convenience, are pre-loaded with default sets of products typically needed for common job types. In essence, they are examples of the kind of Custom Lists you can create.
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• Create a New Custom List

• To begin creating a new Custom List, click the Create New List link at the top-right of the main Custom Lists page (shown above). You may also Save Items to a Custom List from your shopping cart, or any product details page. This will load the first step of the creation process for custom lists.
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• The first step of the process will ask you to give the list a name and choose one or all Sub-Accounts. Click Save to create the list and proceed to adding items.
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• You may add items from our Products section (via the "Add to Custom List" link on each product's details page), from an existing list, or by uploading a .csv file from your computer. You may also save the Custom List without adding any items, or you can press the ‘Delete This List’ (at the far top-right) link to discard the list.

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• Copy an Existing Custom List

• To begin copying an existing list, start by clicking the Copy Existing List link at the top-right of the main Custom Lists page. Then, on the following page, choose which list you would like to copy.
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• Click the Continue button when you've made your selection. The next step ("Items") allows you to select any or all of the items from the existing list.
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• After selecting the desired items, click Copy Selected Items (top-right) to proceed to the third step.
• The third step lets you choose where you'll copy the items you've selected: into a new list, or into an existing list.
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• If you choose to copy to a New List, you will prompted to give the list a name and assign to one or all Sub-Accounts.
• If you choose to copy to an Existing List, you will be taken to a page similar to Step 1, where you can choose which existing list you'll be copying the items to.
• Both options will end at the same final step—the Custom List Details page—where you can pick and choose items, adjust item quantities, and send one or more copies of the list to your Shopping Cart. You may also use the Modify this list link at the far upper-right of the page to further modify or delete the list.
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• Your custom list has now bee successfully copied and saved to your specifications.

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• Custom List Details page

• Click any Custom List from one of the three listings (All Sub-Accounts, Current Sub-Account, or Featured Lists) to view the selected list’s Details Page.
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• The Custom List Details page allows you to alter quantities, pick and choose the items that are on the selected list, view individual product details, add the items or even multiple copies of the list to your cart, modify the name of the list, delete the list (through the 'Modify' option), or you can copy or create a new custom list.

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• Adding Items to Custom Lists via Spreadsheets

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• When creating a new Custom List, you have the option to upload a spreadsheet in .CSV format, containing product Part Numbers, Quantities, Elliott Vendor Codes, and your own comments. Your uploaded spreadsheets must be saved as .CSV files, arranged in the following format:
  • Column 1 (required) = Part Number
  • Column 2 (required) = Quantity
  • Column 3 (optional) = Elliott Electric's corresponding Vendor Code
  • Column 4 (optional) = Comments (maximum of 30 characters)
• How to Create a .CSV File
  • With Excel (or similar software) running, and the table containing the data open, do the following:
    • On the menu, click on File, then click "Save as..."
    • On the Save screen you will see a drop-down box labeled, "Save as type:" Click on the "down" button at the end of that line and select "CSV (Comma delimited) (*.csv)" from the list of file types.
    • Give the file an appropriate name. Make sure that you retain the .csv filename extension that was added when chose the .CSV file type in the previous step.
    • Click the "Save" button.

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