Once your wishlist is ready, you can convert it into a cart to start an order or into a catalog to share with customers. Both options are available directly from the wishlist page in WizOrder.
Platform: WizOrder | Who is this for: Sales Reps & Admins
To Get There: Products > Heart icon > Select wishlist
Table of Contents
| Section | Topics |
| A | Convert to Cart |
| B | Convert Wishlist to Catalog |
| C | When to Use Cart vs. Catalog |
| D | FAQs |
Before You Begin
- You must have access to WizOrder
- You must have an existing wishlist with products already saved, see Create and Promote a Wishlist if you need to create one first
- Before converting to a catalog, remove any unwanted products from the wishlist, individual products cannot be removed during catalog generation
A. Convert Wishlist to Cart
- From the Product's page, go to Wishlist.
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Open the wishlist (e.g., September Trade Show Picks), select products from a wishlist, and click Add to Cart.
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Or click on add all to cart at the top of the page, and add the entire wishlist to the cart.
- Select the cart icon to proceed with creating an order as you normally would.
All selected products are added to your active shopping cart, ready for quantity adjustments and order placement.
B. Convert Wishlist to Catalog
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Open the wishlist (e.g., September Trade Show Picks).
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To add the entire wishlist, click Add all to catalog at the top of the wishlist.
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After reviewing the products, click Proceed to create the catalog.
- Customize the catalog: On the Customize catalog screen, enter a catalog name, choose a sort order, toggle Show priceand Show inventory as needed, and select a template. Tap Create & generate to generate the catalog. Use Preview to review the layout before generating.
- Access the generated catalog: The catalog appears at the top of the Catalogs tab under Sales, with its status shown as Generated. The catalog PDF is downloaded to the device and can be shared or printed from the download banner.
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You cannot remove individual products once catalog generation has started. Please remove any unwanted items before creating the catalog. To remove, click the “x” icon next to the product card.
C. When to Use Cart vs. Catalog
Carts and catalogs both start from product selection, but they serve different purposes. A catalog is a shareable presentation of products for the customer to browse, while a cart is a working order the rep builds toward a quote or order. Use the guide below to decide which one fits the situation.
| If the goal is to… | Use | Why |
|---|---|---|
| Show a customer a curated range of products to browse | Catalog | Generates a professional PDF with a chosen layout (1, 2, 4, or 8 products per page) that can be shared or printed |
| Present products without committing to quantities or an order | Catalog | Captures the product selection only, not order intent, pricing and inventory can be toggled on or off |
| Reuse the same product selection across multiple customers | Catalog | Stored under Sales > Catalogs and can be downloaded, managed, or shared at any time |
| Build an actual order for a specific customer | Cart | Holds products with quantities and is tied to a customer, ready to convert into a quote or order |
| Add quantities, custom line items, or off-catalog products | Cart | Supports per-line quantities and custom line items for items not yet in the catalog |
| Move a selection toward checkout | Cart | Serves as the working order that becomes a quote or order at submission |
Rule of thumb: Reach for a catalog when the customer needs something to look at, and a cart when the rep is ready to build the order.
Note: A catalog and a cart are not mutually exclusive. A rep can share a catalog for browsing, then build a cart from the products the customer selects.
FAQs
1. Can I add only selected products from a wishlist to a cart, rather than the entire wishlist?
A. Yes. Open the wishlist, check the products you want to include, and click Add to Cart. Only the selected products will be added to your active cart.
2. Can I edit the catalog after generating it from a wishlist?
A. Yes. Once the catalog is generated, go to Sales → Catalogs, find the catalog, and click Edit from the three-dot menu to add or remove products and update settings.
3. Does converting a wishlist to a cart or catalog remove the wishlist?
A. No. Converting a wishlist to a cart or catalog does not delete the wishlist. The products remain saved in the wishlist and can be used again at any time.
Still need help? Reach out to our support team at help@wizcommerce.com.