Shopping Selection

Get a yes from your client before you buy. Collect the furniture, props or products you'd like to order, with their photos, prices and notes, and your client selects and approves the ones they want.

Adding A Shopping Selection

1. Click on the project page where you want the Shopping Selection to be added, and type / to open the element menu
2. Search for Shopping Selection
3. Select it to add it to the page

Adding Items

1. Hover + on the Shopping Selection
2. Select Product URL and paste a link to a product page, Import file to upload photos from your computer, or Pick from inventory to add a file you've already uploaded
3. For a product link, select the photos you want from the page, and fill in the name, price, number of items and notes

Adding A Data Source

Hover + and select Connect data source to turn the rows of a Table into items. They update when the table does.

Using A Shopping Selection As A Data Source

Connect a Tracking List to follow the approved items through ordering, shipping, delivery and payment. A Moodboard, Project Status Chart or Table can show the items too. Connect the whole Shopping Selection to a To Do List or To Do Kanban to get a task for each item, or add an item to a task in a Content Calendar or Timeline. Hover + on the Shopping Selection and select Copy connection ID to find it quickly in their list. They update when the Shopping Selection changes.

Client Approval

When you send the page to a client in a client revision, they select the items they want and approve them. Once an item is approved, it can't be deleted or changed, so what you order is what was approved.

Export Your Shopping Selection

Click the download icon in the Shopping Selection's toolbar. The formats are:

• PDF
• CSV
• XLSX

Keyboard Shortcuts

These shortcuts work when the Shopping Selection is selected:

Action	Shortcut
Add items	N
Copy	⌘ / Ctrl + C
Export	⌘ / Ctrl + E