# Add products to a customer's list

Find a customer's list in Projects & Lists and add products to it by SKU, by name or from the catalog, so you can build a selection with them on the showroom floor.

Projects & Lists is where you keep each customer's lists of products. A project and a list are the same thing: a named set of products for one customer. The page is built for an iPad on the floor.

## Steps {#steps}

1. In the sidebar, select **Projects & Lists**.
2. In the search box, type the list name or the customer's email.
3. Select the list's row. The full list page opens on the **Items** tab.
4. In **Quick add**, type a SKU or words from the product name.

   ![The Quick add box at the top of a list's Items tab, with the placeholder "SKU or product name words"](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/quick-add@2x.png)

5. Next to the product you want, select **Add**.
6. To add more of the same product, select **Add 1**.
7. To browse the catalog instead, select **Add products**.
8. On any product in the catalog, select **Add to list**.
9. When you're finished, select **Done** to go back to the list.

## Good to know {#good-to-know}

### Find a list faster {#find-a-list-faster}

- Search looks at list names and customer emails only, not product names.
- Select **Filters** to narrow the table by **Salesperson** (**All**, **Mine**, **Unassigned**, or one salesperson by name) or by **Content** (**All**, **With items** or **Empty**).
- Lists are sorted by most recently modified first, 25 to a page.
- A list named **Favorites** (marked **Default list**) is the customer's default list. When the Customer column reads **Guest session**, the list has no customer name or email, usually because a shopper saved it without signing in.

![The Projects & Lists toolbar with Filters open, showing the Salesperson and Content filters](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/filters@2x.png)

### Other ways to open a list {#other-ways-to-open-a-list}

Each row has a ⋯ menu with **Open**, **Quick view**, **Shared with** and **Delete**. **Quick view** opens the list in a panel over the table instead of the full page.

![The ⋯ menu on a list row: Open, Quick view, Shared with and Delete](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/row-menu@2x.png)

### Start from the catalog {#start-from-the-catalog}

You can also start from **Products**. Open the ⋮ menu and select **Work with customer**, pick the customer, then pick one of their lists or **New list**.

![The Products ⋮ menu with Work with customer as the first item](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/work-with-customer.png)

- While you're adding, an **Adding to** bar shows the list name, the customer's first name, the item count and the list value.
- **Switch list** moves you to another list. **Done** takes you back to the list's Items.
- Once a product is on the list, **Add to list** turns into a − / + quantity stepper.
- **Work with customer** doesn't show while Privacy mode is on, when you're already working on a list, or if you can't edit lists.

### Quick add {#quick-add}

- Quick add shows up to 8 results. Results stay open so you can keep adding, and show **On list** with the count once a product is on the list.
- Press Enter to add a single exact SKU match. Press Esc or tap outside to close the results; your text stays.
- Search matches every word you type against the product name or SKU, in any order. Up to 6 words count, one-letter words are ignored, and descriptions aren't searched.
- A product with no price reads **Call for price**.

### Quantity and room {#quantity-and-room}

- Each item has a − / + quantity stepper. The lowest quantity is 1.
- Select **Add room** to label an item with a room, such as Kitchen. It's optional.

### Swap for a similar product {#swap-for-a-similar-product}

- In List view, select **Alternates** on an item to see up to three similar products from your catalog.
- **Swap** replaces the item and keeps its quantity, room and note. **Add alongside** adds the similar product as a new item.
- If there are no similar products, you'll see **No similar products found**.

### Stock {#stock}

- Under the finish, a colored dot and your website's own stock wording show for each product. Green means in the showroom, blue means from the manufacturer, amber means out of stock.
- When stock is unknown, nothing shows.
- A product hidden on your website shows **Hidden on website** to staff only.

### Who added what {#who-added-what}

Every item change records who made it: a staff member (first name and last initial), **Website** or **Customer**. Who added each item shows under it, and every change is on the **History** tab. Items added before this was recorded show no name.

### Totals and quote tax {#totals-and-quote-tax}

- The list shows a **Subtotal**, **Quote tax** and **Total**. Choose **Workspace rate**, **No tax** or **Custom %**. If your workspace uses Stripe Tax, the list shows **Tax calculated at checkout** and no total.
- Quote tax only affects the quote: the list page, the quick view and the printout.
- If any item has no price, the subtotal reads **Some not priced** and no tax or total is shown.

### With a customer looking at the screen {#with-a-customer-looking-at-the-screen}

Turn on Privacy mode with the eye button in the top bar before you turn the iPad around. Quick add, **Alternates** and the quantity stepper stay. The **Details**, **Shared with** and **History** tabs, the quote tax picker, **Add room** and delete controls are hidden. **Add products**, **Invite**, **Switch list**, who added each item and **Hidden on website** are hidden too. The **Comments** tab stays.

### Delete a list {#delete-a-list}

On the full list page, select ⋯ (**More list actions**) next to **Print** and **Invite**, then select **Delete list** and confirm. The ⋯ button is hidden in Privacy mode.

![The More list actions menu on a list page, showing Delete list above the Print, Invite and ⋯ buttons](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/delete-list@2x.png)

### Who can do this {#who-can-do-this}

Staff, Marketing, Manager and Admin users can all open Projects & Lists and create and edit lists. If your account limits visibility, Staff and Marketing see only their own and unassigned lists.

## Related {#related}

- [Use Privacy mode with a customer](https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/)
- [Print a customer's list](https://www.neuralpartners.ai/help/engage/print-a-customers-list/)
- [Invite someone to a project](https://www.neuralpartners.ai/help/engage/invite-someone-to-a-project/)