Tailor your selection of products based on factors such as frequently ordered items, unique specifications, industry requirements, or project demands by creating customized lists for everything you need. With a custom item list, you can purchase all the products you need with one click.
Creating custom lists helps both big and small businesses by streamlining the ordering process, saving time on frequent reorders, and ensuring essential products are organized and readily available for upcoming or special orders. This efficiency supports inventory management, reduces the risk of missing critical items, and simplifies order planning for businesses of any size.
Quick Quotes
Do you frequently need quotes on the same items weekly? Create a list of those items and give yourself a quick place to check your most up to date pricing for items with more frequent price changes, such as pipe and wire.
Stock Lists
Create a list of all the items you wish to keep in stock in a service truck, job trailer, or at your warehouse. By having all the items on a single list you can quickly scroll through the list and reorder material that is getting low.
Common or Favorite Items
Keep track of the parts you purchase regularly in a single place to make it simpler to locate your favorite products.
By Size or Job Type
Quickly find products by size or job type. Create a list for all 2 inch conduit and accessories. Or all weather-proof boxes and cable.
Repeat Projects, Jobs, and Kits
Do you find yourself ordering the same material for different jobs? Maybe it's new residential construction, a common panel configuration, or a common service call. Create custom lists for the parts and quantities commonly used in a residential rough in and another for trim out. Enter in the number of homes you're working on and quickly estimate or purchase the material for how ever many homes you're working this current week.
Featured Lists
These item lists are provided by Old Town Electric. For your convenience, they are pre-loaded with default sets of products typically needed for common job types. In essence, Features Lists are examples of the kind of Custom Lists you can create.
Save Time
Quickly access frequently ordered or project-specific items without searching through extensive catalogs.
Improves Organization
Keeps products grouped by project, client, or usage, making reordering straightforward and efficient.
Reduces Errors
Ensures the correct items are ordered by providing a pre-selected, tailored list.
Enhances Collaboration
Allows teams to create and share lists, ensuring clarity and consistency in orders.
Simplifies Reordering
Makes it easy to repeat orders for regular supplies or replenish stock with minimal effort.
How Do I Find My Custom Lists?
OPTION 1
First, enter the date when you want the payment to be applied. Then, select which sub-account you want to make a payment on.
Second, you can select invoices based on:
- Most Recent Statement
- Invoice Date
- Ship Date
- Custom Selection
- Pay a Flat Amount
OPTION 2
Third, review all selected invoices; you can also deselect and select invoices to customize your list or dispute an invoice.
Fourth, select your payment method. You can also apply your Old Town Reward Dollars.
Finally, review your chosen invoices and payment method before submitting your payment.
How Do I Create a New Custom List?
OPTION 1
The default search method is by date range, but this can be switched to any of the other methods by using the drop-down menu to the left of the search box that appears. You can sort your payments by clicking, Status, Payment Date, Payment Method, Reference #, Applied To, or Amount.
You can also click Search More to go to the Payment Search page. Use any of the following Search By options, located in the dropdown menu:
- Date Paid
- Invoice Date
- Invoice Number
- PO/Job Name
- Check Number
- Last 4 Digits of the Credit Card Used
- Online Pending Payment
OPTION 2
How Do I Add Items to a Custom List?
Can I Add Items with a Spreadsheet?
How Do I Order from My Custom Lists?
How Do I Copy a Custom List?
