How to Use Project Lists

Project Lists is a tool that helps you organize and save products into individual projects that you plan to purchase in the future or products you purchase frequently for a certain type of job.

This saves time from having to find individual projects each time you need to order them for a job. Once a Project List is created, you can directly turn it into an order or a request for quote. You can even share lists to collaborate on Project Lists with others within your organization.

How to Access Project Lists

There are three ways to access My Lists: Homepage:

1. Account Drawer

Once logged in, select your initials in the upper right of bartlegibson.com (this will be a user icon when browsing web from phone) and a dropdown menu will appear. Select “Project Lists” to be taken to your Project Lists page.

2. My Account:

Once logged in, select your initals in the top right of your screen and select “My Account” or your name. This will bring you to the My Account page where the Project Lists option will be.

3. Homepage

Once logged in, scroll down on the home screen until you see a section titled “Project Lists”. You can access your individual project lists by selecting the name, or you can view all of your lists by selecting “view all”.

Creating A New Project List

1. Go to the project lists section. Visit the "My Account" page and select "Project Lists" under "Quick Links"

2. Select “New Project List.” You will be prompted to name your Project List.
3. Provide a name and description (optional) for your Project List.
4. Choose an existing group name or create a new group to categorize the products in your Project List.
5. Select “Create Project List” to finalize.

Adding items to a Project List

You can add items to a Project List in three ways:

1. Adding Items Within Your Project List:

Once your Project List is created, you can add items by selecting “Add Items to List.”
Search for your product by SKU, manufacturer part number, or a key phrase.
Once found, select “Add Item to List.”
You can also add items using the “Upload” function with an Excel file or a comma-separated values file (CSV, XLS). Please follow the upload requirements for necessary details.

2. Adding Items From a Product List or Details Page:

Use the universal search tool on the webstore to search for the product by SKU, Manufacturer Part Number, or Key Phrase.
If a list of products appears, find your desired product and select “+ Project List.”
On the product details page, you can also add the product to a project list by selecting “+ Project List.”

3. Adding Items From Checkout Page:

Items can also be added to a list from your checkout screen if you are not ready to purchase and want to save them for later.
Select your cart, then select “Checkout.”
You can individually add items to your project list by selecting “+ Project List” next to each item.
Alternatively, add all items in your cart to the project list by selecting “Add All to Project List.”

Exporting A Project List

1. Customize PDF Export Options: At the top of the Project Lists page, choose whether to include spec sheets. Select whether to display multiple items per page or just one item per page.

2. Select Displayed Product Image: For each product, select the side arrow next to the product image to choose which image to display in the exported list (if multiple images are available)

3. Choose to save the list as a PDF (for printing or sending through your email)

4. This video shows alternate sharing options for sending to users within the web store.