Wishlists / Favorites allow customers, sales reps or buyers to mark items from the catalog to appear in a "Wishlist" for later viewing/purchase. The Wishlist will be saved per user, allowing them to create a dynamic list of items they wish to purchase or review at a later time. The customer can easily add/remove items from the Wishlist.
You can also create wishlists by:
- Account - when a sales rep starts an order for an account, they can view the items marked as wishlist/favorite for that Account
- Buyer - in case you have more than one contact for an account connected as a buyer and you require them each to maintain their own lists
- Sales Rep - Sales Reps can create a wishlist of items that will appear for all of their Accounts
An alternative use for this type of list is for the distributor to preset which items appear, making it more of a "Recommended items per customer" list. In this case, the customer won't have the option to mark items, rather the distributor will load the data as to which items should appear in the list per customer.
Note: Wishlist/Favorites filters are supported using the NEW Filters only. If you have not moved to the NEW Filters, please contact support so they can migrate you
The Wishlist filter is configured via a user defined table consisting of a list of items for each customer, where each item is flagged as true if it is to be saved in the customer's Wishlist. A custom checkbox field is then created to query the table, and get the most updated value. Items may be flagged within the catalog on the app via this checkbox field, and updates to the wishlist are then saved back to the user defined table so if the app is deleted or the user logs in on another device, the updated wishlists are synced.
To create a Wishlist filter per Account:
1. Create a UDT called "Wishlist" (create only, no data loading required)
2. Create a custom checkbox field that queries the UDT to find out if each item is/isn't in the customer's Wishlist
3. Add the custom checkbox field to the Order Center Grid View
4. Create a Wishlist filter (NEW filters only) and indicate the filter criteria to be all items whose checkbox value=true.
1. Create a UDT called "Wishlist"
You only need to create the UDT in the Pepperi backoffice (not upload any data to it). The data will be written there automatically as customers add items to their Wishlist.
Settings -> Configuration Files -> User Defined Tables
Click +Add and define the UDT as follows:
API Name - provide any name for your UDT
Main Key -
If your Wishlist is per Account - select Account External ID
If your Wishlist is per Sales Rep - select Sales Rep ID
If your Wishlist is per Buyer - select "Any"
Secondary Key - any (Wishlist UDT does not use a Secondary Key)
2. Create a custom Checkbox type field (this is a boolean field)
Create a custom Transaction Line-Item field in the Transaction Type you wish to create the Wishlist filter in. The field will query the Wishlist UDT to check which items should be in the Wishlist.
In the Fields tab of the Transaction Type, add a Transaction Line-Item custom field:
Checked Display Text - if you want users to see an emoji icon when adding/removing an item from the wishlist, add the options for checked/unchecked. For example: a ❤ for checked, and a ➕ for unchecked. (To access emoji icons on your keyboard you can type the "Windows key" and "." and a window of emoji will come up allowing you to select).
User Defined Table Object - select the UDT name you created in step 1.
Main Key - select Transaction.AccountExternalID
If your Wishlist is per Account - select Transaction.AccountExternal ID
If your Wishlist is per Sales Rep - select Transaction.AgentExternalID
If your Wishlist is per Buyer - select Transaction.Agent.Email
Secondary Key - select Item.ExternalID
Get data from column number - enter zero ("0"), because there is no delimiter, since there is only one value in the "Value" column.
Make sure to check "Save the updated value to the UDT", this ensures that items that are subsequently added/removed from the wishlist on the app are updated in the table.
3. Add the custom checkbox field to any View layout of the order center
Add the checkbox field to the layout of any View in the Order Center so that it can be checked and unchecked as needed for the wishlist.
In the same Transaction Type where you created the custom field, open the Order Center Views and edit the required View.
Position the custom Transaction line-item field in the layout:
Wishlist field with checked value as ❤ and unchecked as ➕ in Order Center Grid View:
4. Create a Wishlist filter and indicate the filter criteria to be all items whose checkbox value=true
Wishlist filters must be created using the NEW filters only, since they require filtering by custom fields.
Go to Items -> Filters and add a new filter.
Filter by the custom field you created above to equal "true", so only items with the value true
(or 1) in the UDT will be displayed in this filter.
NOTE: If you have Matrix items (items with Styles and variants) in your catalog that could potentially be added to a wishlist, you will need to include a Transaction Parent Line Item definition in the Filter for the Style codes.
If you have both Matrix and non-Matrix Items that could potentially be added to a wishlist, include both Line Item and Parent definitions with an "OR" condition, so that both cases will be included:
You must add the Filter to the catalog - even if you are using only the Default catalog (you must be using the New Filters for this capability to be available).
Go to Catalogs -> Edit the catalog you wish to include this filter in.
In the Filters tab, add the Wishlist filter to the layout:
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