Configure Global Shopping List Settings 

In the Shopping List section of Commerce configuration settings, you to set various options for a shopping list, control whether to let unregistered customers purchase goods in the store, set the number of shopping lists allowed per customer, enable a shopping list section under the My Account menu, and more.

This can be configured on three levels – globally, per organization, and website.

Note

Please note that website settings override organization, organization settings override system settings.

To set the shopping list globally:

  1. In the main menu, navigate to System > Configuration.

  2. Select Commerce > Sales > Shopping List in the menu to the left.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

    Global shopping list configuration settings

    Note

    To update any of the options, clear Use Default checkbox first.

  3. In the Shopping List Limit section, set the number of shopping lists allowed per customer. The default value is zero. This means that no limit of shopping lists is applied.

  4. In the Guest Shopping List section, set whether guests are allowed to create and manage shopping lists. By default, guest shopping lists are disabled. In addition, only 1 shopping list is available for guest customers.

  5. In the Guest Shopping List Owner Settings section, select the user who will be the default owner of all guest shopping lists. Depending on the roles and permissions of the owner, guest shopping lists may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest shopping lists, adjust permissions for the shopping list entity in their roles accordingly.

  6. In the Shopping List Options section, set the following options:

  • Enable Mass Adding On Product Listing — The options controls whether customer and guest users are allowed to mass select and add items to the shopping list in the storefront.

  • Maximum Line Items Per Page — The maximum shopping list line items that can be displayed per page. If the number of shopping list line items exceeds this value, then the “All” value, in the list of pagination dropdown values, is changed to the one specified in the option.

  • Show All Lists In Shopping List Widget — The option defines which shopping lists a customer user can view in the widget. If this option is enabled, the user can view all the shopping lists that they are allowed to access, besides their own. For instance, a user can own one shopping list, which is reflected in the Shopping List section under My Account, while the widget will display four shopping lists assigned to other users but available to view and edit by the selected user.

Illustration of the mentioned sample

Note

The Enable Saved For Later option is available as of OroCommerce version 6.1.7.

  • Enable Saved For Later — The option allows customers to temporarily set aside items on their shopping list without removing them. When enabled, users can mark any item as Saved for Later, which moves it to a dedicated section on the shopping list page. These items remain visible but are excluded from Checkout, Request for Quote (RFQ), total cost and quantity calculations. Customers can move items to and from the Saved for Later section at any time, provided they have the necessary Edit permission for the shopping list.

The Saved for Later section on the shopping list page

Note

The Enforce Separate Shopping List Validations For Checkout and RFQ option is available as of OroCommerce version 6.1.7.

  • Enforce Separate Shopping List Validations For Checkout and RFQ — The option controls how validation issues on a shopping list are handled when a customer attempts to proceed to Checkout or submit a Request for Quote (RFQ):

    • When enabled, checkout and RFQ-specific validation errors are displayed in separate popups at the moment a user initiates each action. This ensures that customers can see and resolve only the issues relevant to the action they are performing. The system allows the user to start Checkout or RFQ even if the shopping list contains problematic items, but immediately requires them to fix or remove such items before proceeding. In the validation popup, customers will see only the products with errors. Depending on the issue, they can correct quantities (if the issue is fixable), remove the item from the shopping list, move the item to Saved for Later (if enabled), or submit an RFQ instead (when attempting to start Checkout). Some blocking validation rules (such as minimum or maximum order amount restrictions) will always prevent starting Checkout, even when this option is enabled.

    Validation popup in the storefront shows the products with errors which must be resolved before proceeding to the checkout

    • When disabled, the Checkout button remain disabled as long as the shopping list contains items with any validation errors (e.g., insufficient inventory). In this case, customers must manually correct or delete problematic items before they can begin сheckout or request a quote instead. They cannot proceed until the shopping list contents or quantities are adjusted appropriately.

    Shopping list page with problematic items and the disabled Checkout button

  1. Click Save Settings.