Portal: How to sort products and product groups for the portal display
In this article we’ll walk you through how to update your product settings so you can control the display order on your Wholesale Portal and invoices. Whether you want to group items by category, prioritize bestsellers, or fine-tune the layout for your customers
Sorting Individual Products
You can control the order of how your products show up in the wholesale portal or on the invoice.
- Go to Inventory > Products
- Find the product(s) in the list that you wish to move
- Place your cursor on the left side, next to number
- Drag and drop a Product using the handle icon that appears in the left-most column when hovering over a product
Sorting By Filter
You can sort your products by filter instead of dragging and dropping them. By doing this you can move a product to the top, bottom, or to an exact position easily.
Note: On your Products page make sure your products are listed by position and not name. Click on the header Position, you will see a small arrow pointing up once this is done.
- Click the 3 dots to the right of each product to show the dropdown menu > Select Sort
- Choose from one of the 3 options to sort to the top of the list, bottom of the list, or place the product at an exact position within the list
Important: Make sure that you have the 'Enter Position' option box checked or it will not update via the option you chose.
Sorting Product Groups / Categories
To change the order of how the categories show up on the portal, you can go into your Product Group page and update the order they are listed in.
- Go to Inventory > Product Groups
- Select the # in the top bar
- You can then drag and drop the groups in the order you want them to display
Note: The "All" category that appears on your portal is a standard feature included with all RoasterTools portals. It’s built-in and cannot be modified or removed.
Check out this article for information on how to setup product groups and categories.