Updated on March 31, 2025
My Lists allows users to manage items in Prendio needed for orders without having to reference offline notes, spreadsheets, or other methods to keep track of lab essentials.
Users can use My Lists to collaborate seamlessly with colleagues by sharing lists to streamline the lab's procurement process. The feature is designed to boost order efficiency by allowing users to create carts without manual entry and quickly import existing inventory from past lists.
Personalized Workspace: Creating Views
Building a List Within a View to Include Item Inventory
Importing Items to a List from a CSV File
Exporting Items From a List to a CSV File
Copying & Moving Lists for Flexibility and Organization
Sharing Views to Collaborate at a High Level
Setting Order Reminders & Creating Carts From a List Using One-Click Ordering
Accessing My Lists
To access My Lists, click on the star icon located at the top of the Dashboard next to the user's login credentials:
The next screen will display an area for the user containing different Views and Lists within the view:
Personalized Workspace: Creating Views & Adding Lists Within the View
A View serves as a personalized workspace for any project, lab, or organizational structure within the My Lists feature. To create a new view, add a name for the view and select Create View:
If users have placed orders in the past, a Suggested view for the user will display with items ordered from their top four suppliers and a list of top ten items from each supplier:
Users can create multiple views to organize lists based on projects, labs, or any other criteria. Any views that have been created can be seen on the left column. Users can also create a new view by selecting + Add New View located on the bottom of the column:
Users can edit the name of the view as needed:
After a view is created, an individual List can be added to the view to indicate different purposes and categorize items. To add a list, select + Create New List:
Add a Name for the new list along with a description (optional). When adding a supplier, Prendio will search the database for matches. Suppliers with a checkmark on the left indicates that this is a connected supplier for the company:
When complete, select Create:
The new list will be added to the View:
Multiple lists can be created to identify specific purposes for the View (ex. Reagents, Antibodies, Equipment can be Lists for the same View: "Test Project"). Select + Create New List to add additional lists for the same view:
Lists can be organized into a hierarchy for complex projects or lab-ops general suppliers management. Users can drag and drop lists using the six dots located at the top left of each list:
If a list has been moved, a success message will appear at the top right of the screen to confirm the adjustment:
A view can be deleted via the Actions button. Please note that deleting a view will permanently remove all lists within the view. Users must also confirm that they will to delete the view:
Any views created will be saved and accessible via the left column table:
Lists created within a view will be noted underneath the view name:
Watch a Video of Creating a New View and a List in the View
Building a List to Include Item Inventory
After a list is created for a view, users can add items to the list that they will need to order. Start by selecting enter detailed view:
The List name can be changed by selecting Edit:
The Supplier for the list can also be changed as long as no items have been added yet:
Select + Add New Item:
New fields will populate for users to add in the items need. Starting with the Part # field, add the part number to search for the item within the supplier catalog. Prendio will automatically detect similar items if users have ordered these in the past:
Select the correct item. Additional details including the Unit Price and Description will automatically populate after the part number is selected. Pricing, Currency, and Qty can be adjusted:
A link can be added to reference the item on the supplier's website:
Save when complete:
Additional items can be added by selecting + Add New Item:
If an item does not appear after completing a search for a part number, users can select Add new:
Manually add in the item details including the U/M, Unit Price, and Description. Adjust the Qty and Currency if needed. Save when complete:
Please note that items with any currency can be added to a list. Saving an item with a new currency will prompt a confirmation modal, noting that other items in the list will have their unit prices updated to match the new currency to ensure consistency within the list. Please note no currency exchange is being performed at the update:
If a list contains multiple items, users can complete a search within the list to locate a specific part. The search supports partial matches and works across all fields (part number, description, etc):
Items in a list can be adjusted or removed:
A list can be deleted via Actions > Delete List:
Watch a video of adding items to a List
Importing Items to a List from a CSV File
If users have items saved to a spreadsheet, details can be imported to a list instead of manually adding in each line.
From a View, identify the correct list to import data. Select the three dots to the right of the List name:
Select Import List:
If users select the name of the list or select enter detailed view to add items to the list, the Import List option is also available after selecting Actions:
An import modal will appear. If users have an existing CSV file to upload, they can drag and drop the file to upload or choose files from the computer:
Users can also select Download Template to complete with item details and import at a later time. When completing the template, users must complete the Part #. Other fields can be left blank and completed after the import (Description, Unit Price, Qty, U/M, Link if available):
After completing an import, if any required fields are missing, Prendio will note an error message at the top right of the screen. Users must complete the required fields on the template before attempting another import:
Once the import is complete, the items will automatically be added into the list:
Additional adjustments to line items can be made by selecting Edit. Items can also be deleted via Remove:
Please note that imported items will automatically have USD as the currency; however, users can adjust this after the import is complete. Adjusting the currency for one item will prompt the user to update the currency for all items in the list.
Watch a video demo of a List Import
Exporting Items From a List to a CSV File
Users can export a list to create a CSV file and save for future use or to use for offline access.
From a View, identify the correct list to export data. Select the three dots to the right of the List name:
Select Export List:
Or users can select the name of the list or select enter detailed view to add items to the list. Export List option will be available after selecting Actions:
Prendio will generate a CSV file with the Supplier name and List name as the title:
Watch a video demo of Exporting a List to a CSV File
Copying & Moving Lists for Flexibility and Organization
Lists can be reorganized, moved, or copied from one View to another. In the example below, the user has two views identified in red:
Copying a list will create a duplicate to be added to another view. Select the correct view and locate the correct list within in the view:
Select the three dots to the right of the List name:
Select Copy List:
A Copy list modal will appear and users must select the Destination view for the duplicate list to save. Select Copy when complete:
A success message will appear at the top right of the screen:
A copy of the list will be saved to the selected view:
Users can also move a list from one view to another. Select the correct view and locate the correct list within in the view:
Select the three dots to the right of the List name:
Followed by Move List:
A Move list modal will appear and users must select the Destination view for the duplicate list to save. Select Move when complete:
A success message will appear at the top right of the screen:
The list will move to the selected View and will no longer appear in the previous view:
Watch a video demo of copying and moving Lists
Sharing Views to Collaborate at a High Level
Views can be shared with team members to collaborate on the lists created within the view. These can be shared within specific departments or shared with key team members.
Identify and select the correct view:
After the view is selected, the lists within the view populate in the workspace. Select Actions located in the top right:
Select Share View:
A Share View modal will appear:
Users can decide if the view will be shared with key team members, Users:
Or all members of selected Departments can be granted access to the view:
Add View or Edit capabilities:
View - Allows users to see the list's contents but prevents them from making any changes. Perfect for sharing information without risking accidental edits.
Edit - Grants users full access to modify the list, add items, delete entries, and collaborate fully.
When complete, select Add:
Please note that a combination of users and departments can be added to share a view with different View or Edit capabilities enabled. To ensure clarity and prevent conflicts, Prendio has established a permission hierarchy:
Specific User Permissions - If a list is shared with a user and their department, the individual user permissions always take precedence. This allows for fine-grained control. For example, a list can be shared a department with "View" access, then grant "Edit" access to a specific user within that department.
Edit Access Within Departments - If a user belongs to multiple departments, and any of those departments have "Edit" access to the list, that user will have "Edit" access, regardless of what other department permissions are.
Private Means Private - If a list is not shared with anyone specifically, it is only visible to its creator.
An email will be sent to the users indicating that the view has been shared along with the view or edit capabilities granted to the users. Users can access the view using the link in the email or by logging into their account to access My Lists:
A link can also be copied to share outside of Prendio. Users must have the permissions to access the view:
Access granted to a user can be removed on the same Share View modal:
View a video on Sharing a View
Setting Order Reminders & Creating Carts From a List Using One-Click Ordering
When ready to place an order, users can create a cart directly from a list.
Locate the correct list within a view and select the three dots to the right of the list name:
If users select the name of the list or select enter detailed view to add items to the list, the Create Cart option is also available after selecting Actions:
Prendio will automatically generate a new cart with the items from the list. Additional adjustments can be made before submitting the cart:
Users can also Set Order Reminders for a list in case items need to be ordered at a later date:
A window allows users to indicate the Start Date for reminders along with the Frequency of notifications. Users can add an End Date to stop reminders:
Order reminders will be sent to the user's email address:
Watch a video demo of Creating a Cart from a List