# How to create a Product List

Canoa's Canvas is more than just another digital mood board tool. With one click, you can create a Product List (also known as a furniture schedule) with  the products on your Canvas, making the furniture design and specification process quick and easy. Work with real furniture specifications from your Canvas mood board and create and download furniture schedules at any time during your design process.

## **Adding a Product List to your Canvas:**

1. Open your [<mark style="color:purple;">**Canvas**</mark>](https://www.canoa.supply/canvas) mood board.
2. Select the **`Product List`** icon on the toolbar, and the list will appear **hovering** on your cursor.
3. **Place** the list wherever you would like on your Canvas with just a **click.**

{% hint style="info" %}
Initially, the Product List will automatically capture every product that is on your entire Canvas. Toggle between the **three icon views** at the top of the Product List - product drawings, product images, and product cards - to check what the list is capturing.
{% endhint %}

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2FG7PJ7uTU4lzeTCmiykJ5%2FNew%20Toolbar%207.31%20-%20Product%20List.png?alt=media&#x26;token=d0211369-0a32-4743-a3f5-5d1928824d2b" alt=""><figcaption><p>The Product List tool is located in the top Toolbar in Canvas.</p></figcaption></figure>

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2FDoVCHLH9StS6VAskgApE%2FScreenshot%202024-08-09%20at%2011.52.23%E2%80%AFAM.png?alt=media&#x26;token=5a3f3498-3ea7-43bd-96e7-c341fb5aff15" alt=""><figcaption><p>An example of a basic list placed in a Canvas</p></figcaption></figure>

## How to Customize your Product List:

* Click the **Gear** icon on the List to edit the **Settings** of your Product List.
* **Name** your Product List.
* Choose the **data fields** you would like to show on your Canvas.
  * Toggle the Subtotal price on or off for your list.
* **Order** the data fields to your liking by clicking the **three dashed lines** and moving the fields up and down the Settings panel.
* To save these settings, simply click outside of the side panel.

{% hint style="info" %}
Pro Tip: Choose to include **Areas** in the **Column Settings** of the list. This way, when you **export** the list to a CSV file, Areas will be included as a data column that you can sort by in your next spreadsheet program.
{% endhint %}

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2FAo5oqm4J3bI6NKnCXe1i%2FProduct%20List%20UI.png?alt=media&#x26;token=3d89c305-cd84-4076-89b4-b99ff79f75cb" alt=""><figcaption><p>Access the Settings of your Product List by clicking the Gear icon on the list.</p></figcaption></figure>

* **Resize** the Product List as wide or tall or short and narrow as you would like by clicking on the **corners** or **edges** of the schedule and **drag**.&#x20;
* You can also **resize** the width of your data columns inside of the list by zooming in and grabbing the edge of the column and dragging right or left.
* **Sort** your columns by ascending or descending order by clicking on the **arrows**.

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2FSNpzQkuo78ggUmw1t3ym%2FScreenshot%202024-08-09%20at%2011.57.37%E2%80%AFAM.png?alt=media&#x26;token=8b8b9082-4d8a-46ad-92ec-e24345544c0b" alt=""><figcaption><p>Stretch the Product List and resize the width of the columns. Use the arrows to Sort.</p></figcaption></figure>

## The Benefits of Using Product Lists:

* Use the **Search Bar** within the list to find a product quickly.
* Use the **Filters** button to filter and show only specific categories of product.
  * Filter by Areas, Category, Condition, Lead Time, Manufacturer, Vendor, and Tags.
  * You can also filter by toggling between the **three icon views** - product drawings, product images, and product cards.
* **Confirm counts** by filtering product and checking the **Quantity** column. This is great for validating space plans.
* To **download** the list to a .CSV file, **select** the list and click **Export Selection icon** at the bottom. In the format window, **choose CSV** as the format in the drop down menu. Select the **data fields** you wish to be included, and click download. A CSV file will be sent to your email within seconds. You can take that .CSV file and bring it into Excel, GoogleSheets, Airtable, or any spreadsheet program that you use.

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2F3X0fVKUko7xa10OBgqm9%2FSchedules%20-%20Filter.png?alt=media&#x26;token=e1e39589-e7a6-452b-a8c6-405f5ce52303" alt=""><figcaption><p>Use the All Filter button to confirm counts!</p></figcaption></figure>

## Creating Budgets with Product Lists:

The best way to create budgets within Canvas is with the use of **Dashboards**. When you add a Dashboard (also known as project) to your Canvas, you are only now able to add in custom pricing per line item in your Product List. With Dashboards, you have full control of **Discounts** and **Markups**. You then can decide whether to show or hide these data fields in addition to **List Price**, **Sell Price**, **Net Price**, and **Net Discount** fields. This is a great feature to create quick ROM budgets when presenting to clients.

To learn more about this upgraded feature that gives you full control over pricing, read this article here:

{% content-ref url="how-to-use-dashboards/creating-a-dashboard" %}
[creating-a-dashboard](https://help.canoa.supply/docs/design/how-to-use-dashboards/creating-a-dashboard)
{% endcontent-ref %}

<figure><img src="https://2113117739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoXL90G447T7Arsje35d9%2Fuploads%2F5pRN0vKWqu0pwkqXPTPX%2FScreenshot%202024-05-10%20at%2012.36.38%E2%80%AFPM.png?alt=media&#x26;token=4050bf16-b6f6-4da9-8b1c-2daa69a8e2ea" alt=""><figcaption><p>Control pricing with Projects</p></figcaption></figure>
