List Management is functionality that gives registered users the ability to maintain a personalized part catalog.
What Is List Management?
By maintaining a personalized list of parts, users have the ability to place same part orders again and again.
Part lists display the same useful information shown in the shopping cart and may be easily edited at any time.
A shopping cart may be created from a part list or portions of a part list.
Lists may be bulk populated by uploading parts with an Excel file.
Bulk upload part matches are made based on the Original Part Number (OPN) provided within the first column of your Excel file. The second column of the Excel file must contain the desired product quantity. If direct matches are not made, but we do have the part, it is likely due to an incorrectly entered OPN.
How do I Use It?
A user must first register or log in to their existing Rochester online account.
Lists can be uploaded by:
- Once logged in, select your account name on the upper-right menu, then select "My Lists" from drop-down menu.
- Select the "New List" button located on the right side of the page
- A prompt will appear and ask for you to name the list. Enter a name and press Submit.
- To upload an Excel file list, you may either press the Upload Files button and select the Excel file from your computer or drag and drop the file onto the browser screen. The uploaded file name will then appear beneath the Upload Files button.
- Press the "Process Selected File" button.
- A prompt will appear to map your Excel file columns to Rochester's database fields. Once the process is complete, press the "Upload File" button.
- Your list will appear on the page, matched with available Rochester products. Each line of the list will display matched product attributes and available quantities.
- You can select products from this list to add to your cart.
- This list will be saved and can be used for future orders.
- You can edit, view, or delete the list at any time.