Professional List Manager

Merchant Guide

How to set up and run Professional List Manager — the B2B list-management app for Shopify — from first install through day-to-day rep and buyer workflows.

Overview

What is Professional List Manager?

Professional List Manager helps B2B merchants give their customers — and their sales reps — a flexible way to build, save, and reorder lists of products. Use it for ongoing projects, recurring restocks, customer-specific approved-product lists, or any other workflow that benefits from reusable product lists.

The app is built around Shopify B2B. A list can be shared across every buyer at a B2B Company, or owned by an individual customer, and pricing automatically reflects each buyer's company location, catalog, and any negotiated overrides. Direct-to-consumer stores work too — lists belong to the individual customer and use your standard Online Store prices. Shopify's B2B features, including Companies, are available on the Basic, Grow, Advanced, and Plus plans; on other plans, lists belong to individual customers.

Your team can also publish shared lists — a single list, built once, that appears on the account page of every customer carrying a matching customer tag. See Shared lists.

The app lives in three places, depending on who's using it:

  • Rep Tools — built into your Shopify admin, where your sales staff manages lists on behalf of customers and companies.
  • The customer account area — where your customers view, edit, and create their own lists when they're signed in.
  • An "Add to list" button on product pages (optional) — lets customers add items to a list directly from a product page, without navigating away.

Once you install the app, a setup guide on the home page walks you through getting each of these surfaces ready.

Quick start

Install Professional List Manager from the Shopify App Store, then open it from your admin. You'll land on the home page, where a four-step setup guide walks you through everything you need to do — each step has its own section below. Steps 1 and 2 are things you do in Shopify, so you mark them done yourself once you've finished; steps 3 and 4 tick automatically. Plan on about ten minutes for the basics, plus more time if you add the optional storefront button to your product pages.

The app home page
The app home: Activity cards, quick actions, and the four-step setup guide.

Setup

1. Turn on the Lists page in customer accounts

When you install Professional List Manager, the app adds a Lists link to your customers' account menu automatically. What it can't do for you is switch the Lists page itself on — that's a one-time step in Shopify's checkout and accounts customizer. It takes about a minute.

Start in Shopify admin → Settings → Checkout and click Edit next to your checkout configuration. The customizer opens to the Checkout page by default; you don't need to switch anywhere. Open the Apps panel on the left, find Professional List Manager, and click Lists — a checkmark appears on the row once it's added. Then click Save in the top right.

Settings → Checkout in the Shopify admin
Settings → Checkout — click Edit on your checkout configuration to open the customizer.
The customizer Apps panel with Lists under Professional List Manager
In the Apps panel, click Lists under Professional List Manager. A checkmark appears on the row once it's added.
The Apps panel filtered to Added, showing Lists
The Added filter confirms Lists is on the page. Click Save in the top right.

That's it — you don't need to edit any menus. The menu link the app created for you points at this page, so as soon as you save, Lists appears in your customers' account menu next to Orders and Profile the next time they sign in. Back in the app, expand step 1 of the setup guide and click Mark as done.

Lists in a customer's account menu
Once saved, Lists appears in the customer's account menu, next to Orders and Profile.

Good to know. If a buyer clicks Lists before you've completed this step, they'll see a Shopify message reading "There's a problem loading this page." Nothing is broken — it just means the page hasn't been switched on yet. And if you'd rather the menu item read something other than "Lists," you can rename it under Shopify admin → Content → Menus → Customer account main menu.

2. Review your settings

Open the Settings page from the app's left navigation. Just opening it is enough to tick step 3 of the setup guide — you don't need to save anything to mark the step done. The settings are grouped into four sections covering the buyer experience, rep workflows, the optional storefront button, and the home-page metrics, followed by links to the two text editors. When you change something, a save bar appears at the top of the page; click Save to keep your changes or Discard to revert.

Settings page — Customer account and Sales Rep Tools sections
The top of the Settings page: the Customer account and Sales Rep Tools sections.
Settings page — storefront picker, metrics, and text editor links
The Storefront product page picker and Admin home metrics sections, with the two text-editor links at the bottom.

Customer account section

These settings control how lists appear in your customers' account area.

Picker visibility (default: Buyer's B2B catalog) — Controls what products show up when your customer searches from the customer account portal:

  • Buyer's B2B catalog scopes results to the buyer's B2B catalog if they belong to a B2B Company, or to your Online Store if they're a direct customer. This matches what the buyer can purchase.
  • Full Online Store catalog skips B2B catalog scoping and always searches your Online Store-published products, regardless of buyer type. Prices still reflect the buyer's company and location.

Most merchants will want the buyer's catalog — it keeps B2B-specific availability accurate.

Show product thumbnails (default on) — Product images appear next to each item in your customers' list views and search results. Turning this off creates a denser, text-only layout that may suit merchants whose customers know their products by SKU rather than by sight.

Show strikethrough comparison prices on the list items grid (default off) — When an item has a compare-at price (typically a discount or promotion), display the original price under the active price with strikethrough formatting on the list itself. Off by default because strikethroughs add visual density that doesn't suit every catalog.

Show strikethrough comparison prices in product search (default off) — Same as above, but applies to the inline search panel where buyers add items to a list.

Show SKU on list items (default on) — Displays each item's SKU on the buyer's list. Turn it off if your customers don't work from SKUs.

SKU placement (default: Under the product name) — With SKUs on, choose whether the SKU sits in its own column or as a smaller line under the product name. "Under the product name" keeps the list compact and stops long product names from cramping.

Sales Rep Tools section

These settings control how your sales staff interacts with lists in the Shopify admin.

Show product thumbnails (default on) — Same idea as the customer-account toggle: product images appear next to each item in the rep-side list views. Turning this off may suit reps who work primarily from SKU.

Show strikethrough comparison prices on the list items grid (default off) — Show the compare-at price, struck through, under the active price on the rep-side list.

Show SKU on list items (default on) and SKU placement (default: Under the product name) — Same as the customer-account settings, applied to the rep-side list. "Under the product name" is the default because it keeps the list readable when the search panel is open beside it (see Custom search picker below).

Add products picker (default: Shopify product picker) — Controls how reps add items to a list:

  • Shopify product picker — Reps click Add products to open Shopify's standard product picker, select one or more products, then tick the variants they want and set a quantity for each in a single confirmation step. Best for catalogs where reps work product by product.
  • Custom search picker — An always-visible search panel sits beside the list. Reps type to search by title or SKU and click a result to add it instantly (click again to add one more). Best for high-volume catalogs where reps add many SKUs across many products at once.

Both are covered in detail under Day-to-day: rep workflows.

Storefront product page picker section

The "Add to list" theme block adds a panel to your storefront product pages. From it, customers can pick an existing list (or create a new one on the spot), set a quantity, and add the product they're viewing to that list — without leaving the product page.

Show the Add to list picker on product pages (default off) — When on, the panel becomes visible on the storefront product pages where you've added the block. When off, the block is hidden everywhere, even on pages where it's been placed in the theme — useful if you want to hide the picker temporarily without removing it from your theme. Combine this toggle with the theme placement covered in step 3 to actually surface the panel to buyers.

Admin home metrics section

These settings control how the two value cards on the app's home page are calculated. See Activity dashboard for what the cards mean.

Use B2B contextual pricing for company-owned lists (default on) — When the app calculates the Total list value and Avg list value cards, this toggle controls whether company-owned lists use each Company's B2B catalog pricing (on) or your Online Store's default pricing (off). Turning it off can simplify dashboard interpretation if your B2B prices vary substantially from your default prices.

Active list window (default: Last 30 days) — Rolling window for what counts as an "active" list on the value cards. Lists updated within this window are included; older untouched lists drop out until they're updated. Available options are 30, 60, and 90 days — pick what matches the cadence of your customers' list activity.

Customizing copy

Two text editors are linked from the bottom of the Settings page: one for customer-facing text (the phrases your buyers see in the customer account portal) and one for admin and Rep Tools text (everything your staff sees). Together they expose close to 400 customizable phrases. Most merchants leave the defaults in place; see Customizing copy for details when you're ready to make adjustments.

3. Add the storefront "Add to list" button (optional)

The "Add to list" theme block puts a small panel on your storefront product pages so customers can add items to a list without leaving the page they're on. It's optional — skip this step if your workflow is rep-led and your customers stick to the customer account portal — but worth setting up if you want self-serve buyers to build lists while they browse.

Before you start, make sure the Show the Add to list picker on product pages toggle on the Settings page is on (covered in step 2). The toggle and the theme placement work together: the toggle controls visibility at the store level, and the theme placement controls where on the page the panel actually sits. With the toggle off, the block stays hidden everywhere — even on product pages where you've placed it in the theme editor — so you can pull it from view temporarily without touching the theme.

To place the block, open Shopify admin → Online Store → Themes and click Customize on your live theme. Switch the template at the top to Product, then click the section where you want the panel — typically the product information section, near "Add to cart". Click + Add block, scroll to the Apps group, and pick Add to list. Drag it into position, configure it using the settings described below, and save the theme. Then go back to the app and mark step 2 of the setup guide done.

The theme editor on the Product template
Customize your live theme and switch the template to Product.
Add block, showing the Apps group with Add to list
Click + Add block and choose Add to list from the Apps group.
The Add to list block placed near Add to cart, with its settings panel
Drag the block into place near Add to cart; its settings open on the right.

To verify, sign into your storefront as a customer matching the block's visibility setting and open any product page. The panel should appear in the spot you placed it. If you don't see it, the most common cause is the storewide toggle still being off — flip it on in Settings and refresh the page.

The Add to list panel on a storefront product page
The Add to list panel rendered on a storefront product page (signed-in buyer view).

Block settings reference

Each placement has its own settings, so the same block can look different on different product templates if you want. The settings are grouped into six panels in the theme editor.

Show picker for (default: All customers) — Controls who sees the block. Choose All customers to show it to everyone (anonymous visitors see a sign-in prompt in place of the picker), Signed-in customers only to hide it from anonymous visitors, or B2B customers only to restrict the panel to customers who belong to a B2B Company. Buyers who don't match see nothing at all — not a disabled state, no placeholder.

Labels — Every visible string on the block can be edited per placement: heading, submit button label, list selector label, quantity label, and the "Create new list" option text. Use these if your store's voice calls for different wording than the defaults. Status messages — errors, confirmations — are handled separately in the customer-account copy editor and are not block-specific.

Typography — Font family, font size, and body text color for the block's body text. The font picker uses Shopify's standard font library, so any font available to your theme is available here. Leave these alone to inherit from your theme.

Heading — Size, weight, and color for the block's heading text, independent of the Typography settings so you can make the heading stand out from the body.

Submit button — Background color, text color, font weight, size (Compact, Regular, Large, or Extra large), corner radius, and a shadow preset (None, Small, Medium, or Large). Use these to match your theme's primary-button style or to deliberately stand out.

Panel (Show panel background: default on) — A single toggle. With it off, the block renders without a frame and blends into the surrounding section — useful if your product page already provides visual containers and the framed look feels redundant.

4. Create your first list

Once you've finished steps 1 through 3, the last setup step is to create your first list — either as a rep building one on behalf of a customer, or by signing in as a customer yourself to walk through what your buyers will see. Creating any list ticks setup-guide step 4 automatically; you don't need to add items for the step to register.

From the admin (rep-led)

Open the app and click Customers in the left navigation (the setup guide's Go to Customers button takes you there). Search for the customer you want to build a list for and click their name. On their lists page, click Create list, give it a name your reps will recognize later, and save. The new list opens to an empty detail view; from there, add items using whichever picker you chose in step 2.

If you sell B2B and the customer belongs to a B2B Company, use Companies instead — search for the company, open it, and create the list there. Company lists are visible to every buyer at that company and priced from its B2B catalog. See Day-to-day: rep workflows for the full add-items walkthrough.

From the buyer side (customer-led)

A signed-in customer opens their account from the storefront and clicks Lists in their account menu. They click New list, name it, and save. The list opens to an empty detail view with an inline search panel — they type to search and click any result to add it. If you've enabled the "Add to list" button on your product pages in step 3, customers can also create a list directly from any product page using the + New list… option in the picker, without needing to visit their account menu first.

Day-to-day

Day-to-day: rep workflows

Rep workflows live in the Shopify admin under the Companies and Customers areas. Reps manage lists on behalf of customers — creating, editing, copying, and organizing — while the buyer side (covered next) is where those same customers view and update their own lists when signed in. Both sides operate on the same underlying lists, so a list a rep creates is visible to the customer's buyers, and any edits a buyer makes show up in the rep view.

Companies page

Open the app and click Companies in the left navigation. The page opens to a search field — start typing a B2B Company's name and matches appear in real time, each with its number of contacts and locations. Click any result to see that company's lists. If you haven't set up any B2B Companies in Shopify (or your plan doesn't include B2B), this page stays empty and you'll work from Customers instead.

Customers page

Click Customers in the left navigation to work with lists that belong to an individual customer rather than a company. Search by name or email, then click a customer to see their lists. Customer lists are priced at your Online Store's default prices.

The Customers page with a search result
Search by name or email, then click a customer to see their lists.

Good to know. If a customer is a contact at one of your B2B Companies, build their lists under Companies, not Customers. When that person signs in, they're shopping as their company, so a list created for them as an individual won't appear in their account.

Lists page

This page shows every list belonging to a single company or customer. Click Create list at the top to create one, name it, and save. Each list appears as a row with its name and created/updated dates; click the name to open the detail view.

Each row also carries three actions: Rename and Delete, which open a small pop-up to confirm, and Copy, covered next. Deleted lists are not recoverable, so confirm carefully.

A company's Lists page
A company's Lists page: Create list at the top, Rename · Copy · Delete on each row.

Copying a list

Copy makes a new, independent list from an existing one — every item and quantity carried across — owned by whoever you choose. Use it to start a new customer from a proven template, give a company last quarter's order as a starting point, or promote a list to a shared list. Once copied, the two lists are separate: editing one doesn't touch the other.

Click Copy on a list row (or Copy list at the top of a list's detail page). The pop-up asks for the new list's name — it starts out as the original name, so change it if you like — and where the copy should go: A company, A customer, or A shared list. For a company or customer, search and pick the recipient; the pop-up confirms your choice with a "Copy to:" line. For a shared list, there's nothing to pick — the copy becomes a new shared list, and you choose its customer tags on the new list's page. Click Copy and the new list opens.

The Copy pop-up with a customer selected
The Copy pop-up with a customer selected as the recipient.

On the detail page, Copy list is disabled while you have unsaved quantity changes — the copy reads what's saved, so save first.

List detail page

The detail view is where reps work with a single list. The header carries the list's name, the total value of all items, and the action buttons: Save changes, Add products (Shopify product picker mode only), and Copy list. Each item appears as a row with thumbnail (optional), product info, SKU, price, quantity, and line total. Discontinued items remain visible in a greyed-out row with a Discontinued badge, so reps can see which products dropped out of the catalog rather than discovering them missing without warning.

A company list in Shopify product picker mode
A company list in Shopify product picker mode: Save changes, Add products, and Copy list in the header, the location dropdown below, and a Discontinued row in the grid.

Adding items — Shopify product picker. Click Add products to open Shopify's standard product picker and select as many products as you need. When you confirm, the app opens an Add to list pop-up listing every variant of every product you picked, grouped by product. Tick the variants you want; each ticked row gets a quantity field starting at 1, which you can adjust before adding. Products with a single variant show as one row. Click Add to list and every ticked variant lands on the list at the quantity you set — no separate save needed.

The Add to list pop-up
The Add to list pop-up: tick the variants you want and set a quantity for each.

Adding items — Custom search picker. With this mode selected in Settings, a search panel is always visible on the left of the page — type part of a title or SKU, then click any result to add it instantly at quantity 1. Items already on the list show "(on list)" next to their name; clicking them again adds one more to the existing quantity. In Shopify-picker mode, a tip line under the back link points reps at this setting if they'd prefer the always-on panel.

A list in Custom search picker mode
Custom search picker mode: the search panel on the left, with items already on the list marked "(on list)".

Location selector. For company lists, prices come from the company's B2B catalog. When the customer Company has more than one location, a location dropdown appears under the back link — prices on the items below recalculate based on what you pick. The selection is remembered per rep and per company, so the next time the same rep opens this customer's lists the dropdown defaults to their last choice. Companies with a single location show a static "Showing prices for…" line instead of a dropdown. Customer lists have no location; they always use default prices.

Editing quantities. Type new values directly into the quantity input on any row. As soon as a value differs from the saved one, the Save changes button shows a count of pending edits. Edits are batched — change as many rows as needed, then save once.

Removing items. Each row has a trash icon at the right end. Clicking it opens a small pop-up to confirm the removal.

Day-to-day: buyer workflows

Buyer workflows live in the customer account portal — the area customers reach by signing into your storefront. Customers see their own lists, any lists belonging to their B2B Company (if applicable), and any shared lists your team has published to them. They can create, edit, and send a whole list to cart in one click.

Entry point

A signed-in customer opens their account from the storefront and finds Lists in the top menu, alongside Orders and Profile. The exact label depends on the menu item — "Lists" is what the app sets up for you in step 1. Clicking it opens the list index.

List index page

The index page shows each of the customer's lists as a card with the list's name and item count. A New list button at the top creates one — name it, save, and the empty list opens. Each card has View, Rename, and Delete buttons; Rename and Delete open a small pop-up to confirm. Deleted lists are not recoverable.

If your team has published any shared lists that match this customer's tags, they appear in a separate Shared with you section below the customer's own lists, with a View button only.

The buyer's Lists page with a Shared with you section
The buyer's Lists page: their own lists above, lists shared with them below.

For B2B buyers, lists are shared across every buyer at the same Company — a list created by one buyer is visible to the others. For direct customers, lists are private to that customer.

List detail page

Clicking into a list shows its items: each row has a thumbnail (optional), product info, SKU, contextual price, quantity, and line total. The header carries the list's name, total value, and action buttons. Discontinued items remain visible in a greyed-out row with a Discontinued badge, so buyers can see what changed rather than finding their list silently shrunk.

A buyer's list detail page
A buyer's list: search panel on the left, items on the right, Save changes and Move to cart in the header.

Adding items. An inline search panel sits on the list detail page. Buyers type to search, then click any result to add it. Results are scoped to whatever the buyer can normally purchase: their B2B catalog if they belong to a Company, or your Online Store products otherwise. Items already on the list show "(on list)" next to their name; clicking them again bumps the quantity.

Editing quantities. Type new values directly into the quantity input on any row. When a value differs from the saved one, a Save changes button appears at the top of the page. Edits are batched — change as many rows as needed, then save once.

Removing items. A trash icon on each row removes the item, with a small pop-up to confirm.

Moving the list to cart. A primary Move to cart button at the top adds every item on the list to the buyer's storefront cart at their contextual prices, then continues straight to checkout. Along the way, the buyer briefly sees a "Preparing your checkout" page while the items are added. Discontinued items are skipped automatically — the cart contains only what's still purchasable — and a notification mentions how many were skipped. Anything already sitting in the buyer's cart stays there and comes along to checkout. If a particular item can't be added (sold out, or no longer published to your Online Store), the "Preparing your checkout" page stops to list what couldn't be added and offers a Continue to checkout button for the rest. Move to cart is disabled while the list has unsaved quantity changes — save first.

Good to know. For B2B buyers with more than one location, Shopify asks them to choose a location on the way into the storefront if they haven't already, and the cart is priced for that location.

Adding items from product pages

If you've enabled the "Add to list" button in step 3, buyers see an "Add to list" panel on your storefront product pages — typically positioned near the "Add to cart" button. The panel lets buyers add the product they're viewing to a list without leaving the page.

Buyers pick an existing list from the dropdown or choose + New list… to create one on the spot. The quantity input defaults to 1; adjust before submitting if needed. If the product is already on the selected list, the dropdown shows "(on list)" next to that list's name; submitting again bumps the quantity by whatever value was entered, rather than overwriting. Shared lists don't appear in the dropdown — buyers can't add to those.

The block's Show picker for setting (configured per placement in the theme editor — see Block settings reference in step 3) controls who sees the panel: every visitor, signed-in customers only, or B2B Company members only. Buyers who don't match see nothing at all. Visitors who aren't signed in see a short sign-in prompt in place of the picker.

Shared lists

A shared list is one list, built by your team, that shows up on the Lists page of every customer whose customer tags match. Use it for a seasonal restock kit, an approved-products list for a group of accounts, a starter order for new dealers — anything you'd otherwise have to copy to each customer by hand. Buyers can view a shared list and move it to their cart, but they can't change it: the list is the same for everyone, so edits are reserved for your team.

Shared lists key off Shopify customer tags, which you manage on the customer record in Shopify admin — or automatically, through Shopify Flow or the system that syncs your customers. If you already tag approved accounts, dealer tiers, or regions, those tags are ready to use.

Creating a shared list

Click Shared lists in the app's left navigation. The page lists every shared list with its customer tags, match rule, item count, and last update; lists without any tags yet carry a Not shared yet badge. Click Create shared list, name it, and the new list opens.

The Shared lists page
The Shared lists page: a draft carrying Not shared yet above a published list with its tags.

Add products exactly as you would on any other list — the detail page uses the same picker your reps use elsewhere (see List detail page under rep workflows). Shared lists have no company or location of their own, so the prices you see while building are your Online Store defaults; each buyer sees their own pricing when they open the list.

You can also start from an existing list: Copy it and choose A shared list as the destination.

Choosing who sees it

The Sharing section at the top of the detail page controls visibility.

A shared list with its Sharing section
The Sharing section: tags, the match rule, and suggestions drawn from your store's existing customer tags.

Customer tags — Type a tag and press Enter (or click Add). Tags your store already uses appear as suggestions you can click; you can also type a tag that no customer carries yet, which is handy when a sync or a Flow will apply it later. Each applied tag becomes a chip with a remove control. Tags aren't case-sensitive.

Customers must have (default: Any of the tags) — With several tags applied, choose whether a customer needs any one of them or all of them to see the list.

Every change here saves immediately — there's no Save button. The sentence under the tags tells you the current state: with no tags, the list is a draft that no customer can see; once tagged, it's visible to every customer whose tags match, taking effect on their next visit.

What buyers see

A matching customer finds the list under a Shared with you heading on their Lists page. Opening it shows the items at that buyer's own prices — B2B catalog prices for company buyers, Online Store prices for direct customers — with a Shared with you badge and a note that the list can't be edited here. Move to cart works as it does for any other list; buyers adjust quantities in their cart.

A shared list as the buyer sees it
A shared list as the buyer sees it: read-only, with Move to cart.

Good to know. Shared lists don't count toward the value cards on your home page's Activity dashboard — they're templates rather than customer demand. Deleting a shared list removes it from every matching customer's Lists page at once.

Reference

Customizing copy

Most merchants leave the app's default wording alone — it's written to read naturally for B2B contexts — but every visible phrase in the app is editable if your store's voice calls for something different. Two editors handle this, both linked from the Settings page: one for Customer account text (everything your buyers see in the customer account portal) and one for Admin & Rep Tools text (everything your staff sees in the Shopify admin). Together they cover close to 400 phrases.

How customization is saved. Both editors take a sparse approach: only the phrases you explicitly edit are saved as your custom version. The phrases you leave alone fall through to the app's defaults — and when those defaults change in a future release, the new wording flows through to your store automatically. You don't have to maintain a full custom copy; just override the phrases that matter to you.

Filtering and resetting. Each editor has a Show modified text only filter at the top, useful for finding what you've changed without scrolling the full list. Each row also has a Reset to default button that restores the original wording for that one phrase while leaving your other customizations in place.

Placeholders. Some phrases contain placeholders like {{name}} or {{count}} — these are markers the app fills in with real values when the phrase is shown. When you customize a phrase that contains a placeholder, keep the placeholder in your version using the same {{name}} syntax, or the reader will see the literal {{name}} text instead of the real value substituted in. The editor warns you per row when a customization drops a placeholder.

What can't be customized. Action error messages and admin notifications about technical failures are intentionally not exposed in the editor — they're rare, English-only, and primarily diagnostic. If you encounter one, the troubleshooting section below covers the most common cases.

Activity dashboard

The app's home page includes an Activity section with five cards summarizing list activity across your store:

  • Companies with lists — Count of distinct B2B Companies that have at least one list. Stays at zero on stores without B2B Companies.
  • Lists — Total count of lists across companies, customers, and shared lists.
  • Total list value — Combined value of every active company and customer list, using each buyer's contextual pricing.
  • Avg list value — Per-list average across those same active lists.
  • Modified in last 7 days — Count of lists updated in the last week.
The Activity cards
The five Activity cards on the app home.

How fresh is this? Three of the five cards — Companies with lists, Lists, and Modified in last 7 days — update live as buyers and reps make changes. The two value cards are heavier to calculate, so they're refreshed by a nightly background job that runs around 2am UTC. After your first install, the value cards remain blank until the first nightly run completes — usually within 24 hours.

What counts as "active". The Active list window setting on the Settings page controls how recently a list must have been updated to count toward the value cards. The default is 30 days, with 60 and 90 also available. Lists untouched within the window drop out of the value cards until they're updated again — useful if your customers leave older lists sitting around indefinitely and you'd rather focus the dashboard on recent activity. Shared lists are never included in the value cards.

How prices are calculated. Total list value and Avg list value use each buyer's contextual pricing — B2B catalog prices for company-owned lists, Online Store prices for customer-owned lists. The Use B2B contextual pricing setting (Settings page) lets you fall back to Online Store prices for company-owned lists too, which can simplify dashboard interpretation when B2B prices vary substantially from your defaults.

Troubleshooting

Buyers see "There's a problem loading this page" when they click Lists. The Lists page hasn't been switched on in the customizer yet. Follow 1. Turn on the Lists page in customer accounts — open the customizer, click Lists in the Apps panel, and save. The change takes effect the next time the buyer opens the page.

Buyers don't see "Lists" in their account menu at all. The app adds the menu item at install, but it can be removed like any other menu item. Check Shopify admin → Content → Menus → Customer account main menu — if the Lists item is missing, add a new item pointing at the Lists page (it appears in the link picker under customer account pages). Buyers who were already signed in may need to sign out and back in to see the updated menu.

The Activity dashboard's value cards show . This is expected on a fresh install. The Total list value and Avg list value cards are calculated by a nightly background job that runs around 2am UTC, so they remain blank until the first run completes — usually within 24 hours. The other three cards update live and shouldn't show once you have lists.

The "Add to list" button isn't visible on product pages. Three things have to be true for the button to appear on the storefront: (a) the Show the Add to list picker on product pages toggle is on in Settings, (b) the block has been added to the product template in the theme editor as covered in step 3, and (c) the visitor matches the block's Show picker for setting — a B2B-only block, for example, is hidden from anonymous visitors and direct customers. Check each in order; the toggle being off is the most common cause of an entirely hidden block.

A customer can't see a list a rep built for them. If the customer is a contact at a B2B Company, they shop as that company when signed in, and only the company's lists appear in their account. Rebuild the list under Companies (Copy makes this quick: copy the customer list to the company) rather than Customers.

A customer can't see a shared list. Check three things: the list has at least one tag (a list with no tags is a draft nobody can see); the customer's record in Shopify carries a matching tag, keeping the Customers must have rule in mind if the list has several tags; and the customer has reloaded their Lists page since the tag was applied — tag changes take effect on the next visit.

Prices on the rep view differ from what the buyer sees. For company lists, the rep view uses the location selected under the back link at the top of the list detail page. If the buyer's location differs from the rep's selection, prices can differ. Switch the rep-side location dropdown to match the buyer's location and prices will recalculate. Shared lists always show default prices to reps; buyers see their own pricing.

Move to cart stopped on the "Preparing your checkout" page. One or more items couldn't be added to the cart — the page names them and the reason Shopify gave (typically sold out, or a product no longer published to your Online Store). Everything else was added; the buyer can click Continue to checkout to proceed with the rest. Items that are discontinued (archived or in draft) are skipped silently and don't stop the page.

A buyer's list is missing items. Items don't disappear silently — they're either deleted from your store entirely, archived, set to draft, or removed from the buyer's catalog. Items in any of these states remain on the list as greyed-out rows with a Discontinued badge, so the buyer can see what changed. If the row is gone entirely, the item was deleted from Shopify rather than archived; check the product's status in Shopify admin.

I uninstalled the app by accident. Reinstall within 48 hours and your data is intact. Shopify's compliance webhook fires 48 hours after uninstall — until then, your store's data stays put as a grace-period buffer. Reinstall after that window and you'll start fresh.

Data and privacy

Data isolation. Each merchant using Professional List Manager gets its own dedicated database — your lists, settings, and audit history are not stored alongside any other merchant's data, and there's no shared access between merchants.

What the app stores. The app stores:

  • List names and the items on each list (variant IDs and quantities).
  • For shared lists, the customer tags and match rule you chose.
  • An audit trail of who created or modified each list and item, with timestamps.
  • Your merchant-configured settings (display toggles, copy customizations, picker mode, and so on).

What the app doesn't store. The app doesn't store product details (name, image, description), live prices, inventory, or any customer personal information beyond the customer's Shopify customer ID. Product details, prices, customer tags, and the names and emails shown while searching on the Customers page are all read live from Shopify on every request and never kept — which is why discontinued items show as "Discontinued" the moment a product is archived in your store.

GDPR webhooks. The app responds to all three of Shopify's required compliance webhooks:

  • Customer data request. When Shopify forwards a customer data request, the app collects every piece of data associated with that customer and makes it available to you. You're responsible for forwarding it to the customer within Shopify's 30-day SLA.
  • Customer redaction. When a customer requests deletion, the app removes lists owned by that customer and anonymizes audit references to them on any remaining lists. After this, the customer is no longer identifiable in the app's data.
  • Shop redaction. Fires 48 hours after you uninstall the app. At that point, the app deletes your store's data entirely — lists, settings, audit history, everything. No manual cleanup is needed on your end.

48-hour grace period on uninstall. Shopify deliberately delays the shop redaction webhook by 48 hours so accidental uninstalls can be recovered. If you reinstall within that window, your data is intact and reappears as it was. After 48 hours, deletion is permanent.