Inventory: Managing Market Lists in the Ordering app – Fourth & HotSchedules Customer Success Portal

Overview

Market lists are made up of items that are regularly ordered, which helps to simplify and speed up the ordering process. The Ordering app lets users create market lists, share them with others at the same Location, and copy or share them to other Locations.

This article shows how to create, edit, copy, share, and delete market lists.

For more information on placing orders in the Ordering app, please see Inventory Restaurants Mobile: Ordering app: Placing Orders.

Creating a New Market List

Open the Ordering app and select a Location
Go to Market Lists

**Fig.1 - The 'Market Lists' option in the Ordering app menu**

Select Manage Market Lists
To create a new market list, select +New from the top right corner

Enter a name for the market list
Choose if the market list will be Shared with other users at the Location (these users will then be able to use and modify the market list)
Search for a product to add and hit enter

**Fig.3 - Adding a name, searching for products, 'Shared' option**

Select Add for each product to include them in the market list
- Added products can also be removed from this screen

The products will be added to the market list immediately.

Items added to market lists will be sequenced bottom-to-top, so if referencing an existing order guide, be sure to begin from the end - though items can still be repositioned later on

Close the search results

**Fig.4 - Product search results, filter options, 'Add' and 'Remove' buttons**

At this point, it is advisable to Save the market list and then select Edit to add more products
The market list name can be changed from here as well if needed

**Fig.5 - Saving a newly created market list**

The new market list will appear on the left side.

Market lists are ordered alphabetically here and by creation date in the 'Manage Market Lists' page.

Labels and Repositioning Products

Labels can be used to create sections within the market list, and individual items can be dragged and dropped to new positions.

Select Add Label
Enter a name for the label and hit enter
Drag and drop the label(s) into their desired position
Repeat as necessary
If required, drag and drop individual items to new positions
When ready, select Save

**Fig.6 - Creating and positioning a label, repositioning items**

Default Product Quantities

If a certain quantity of a product is regularly ordered, it is possible to set it as a default quantity in a market list, which can help speed up the ordering process.

To do this, go to Manage Market Lists and select the three-dot menu for the required market list, then select Edit

**Fig.7 - Editing an existing market list**

Set the default quantity for each product as needed, and then select Save

The Use Default(s) options will then be available in that market list.

Copying and Deleting Market Lists

Copying a market list will create a duplicate, which can then be edited as needed.

It may be particularly useful to create Market Lists for different days based on the default par ordering quantities, e.g. “Produce Order Sun-Wed” vs. “Produce Order Thu-Sat” where the “Thu-Sun” version has higher default quantities based on standard forecasted higher business levels.

Within Manage Market Lists, select the three-dot menu for the required market list, then select Copy

The market list will be duplicated with the same name, with 'Copy' at the end.

To delete a market list, select the three-dot menu, then select Delete

Copying Market Lists to Other Locations

Market lists can be copied from one Location and sent to others. The copies are independent, owned locally and editable by anyone at the target Location. They do not sync back with the source copy.

Doing this can be particularly useful when setting up a new Location.

Go to Manage Market Lists, select the three-dot menu on the required market list, then select Copy to locations (see Fig.11)
- If you do not see the three-dot menu, please clear your browser cache and refresh the page

**Fig.11 - Copying a market list to another Location**

A 'Location picker' will then be displayed.

Select one or more Locations (or All) - if there are more than eight Locations, a search will become available
Then select Copy

Note: Available Locations are restricted to those that the user has access to.

**Fig.12 - Selecting Location(s) to copy the market list to**

'Results' of the market list copy are then displayed, showing if successful, partially copied, or failed.

**Fig.13 - Successful copy to Location**

If a supplier is not available at the target Location, their products will not be copied there, and the market list will be copied only partially (Fig.14).

If a supplier is available at the target Location, but some of their products aren’t linked there, those products will be 'unavailable' in the copied market list.

**Fig.14 - Successful and partial copies to multiple Locations**

Copied market lists use their original name, plus the source Location and date copied (see Fig.15).

**Fig.15 - Copied market list at target Location**

Sharing Market Lists to Other Locations

Market lists can be shared from one Location to others. Unlike copied market lists, shared lists stay synchronised with the source, so any changes made at the source automatically update at all receiving Locations. This speeds up new Location setup and keeps ordering templates consistent across sites.

Go to Manage Market Lists
Select the three-dot menu on the required market list (see Fig.16)
Select Share to locations
Select one or more Locations from the picker
Select Share

Three dot menu where share to locations action is located.png — **Fig.16 - Market list card showing the three-dot menu with the Share to locations option**

A confirmation message shows which Locations received the list.

Receiving Locations

Shared lists appear at receiving Locations alongside their local lists, identified by a Shared icon (see Fig.17). Users at receiving Locations can view the list and add products to their basket, but cannot modify the list.

Manage Market Lists screen Lists shared from another location will display a share icon.png — **Fig.17 - Manage Market Lists screen at a receiving Location showing the Shared icon on a list**

When the source list is changed (products added or removed, renamed, or labels updated), the changes appear at all receiving Locations on their next page refresh.

To customise a shared list, copy it to create a local, editable version. The local copy is independent, so changes to the source will not affect it.

Seeing where a list is shared

The source list displays a badge showing how many Locations it is currently shared with. Hover over the badge (or tap it on mobile) to see the list of Locations (see Fig.18).

Shared market list numeric badge indicating number of locations shared with and location names.png — **Fig.18 - Market list card at the source Location showing the share count badge and the 'shared with' Locations**

Unsharing a market list

Select Share to locations again to see which Locations currently have access, then untick a Location to remove its access. The list will disappear from that Location.

Supplier availability | If a product's supplier is not available at a receiving Location, the product remains visible on the list but displays as 'Unavailable'.

Deletion | If a shared list is deleted at the source, it disappears from all receiving Locations. A confirmation prompt reminds you of this before deletion.

Permissions | Any user with access to a Location can share, edit, or unshare its market lists.