How to view default Customer catalog for Customers?

Introduction

This article describes how Distributors and Sellers can view and manage the "All (default)" Customer catalog, where all newly approved customers are automatically added. The default catalog serves as the primary location for managing customer access to products and services, providing a centralized view of all approved customers within the platform.

In this article:

• Understanding the Default Customer Catalog
• Accessing the Customer Catalogs Section

All newly created customers will automatically be added to the "All (default)" Customer Catalog after being approved through the standard approval process.

NOTE! The default segments cannot be deleted or renamed to maintain system integrity and ensure consistent catalog management.

Understanding the Default Customer Catalog

The default Customer Catalog is a system-generated catalog that automatically includes all newly approved customers. This catalog cannot be deleted or renamed, ensuring that there is always a baseline catalog available for customer management.

When a new customer is approved in the system, they are automatically added to this default catalog, giving them access to the standard product offerings configured for all customers. This automated process ensures consistent customer onboarding and reduces manual administrative tasks.

Accessing the Customer Catalogs Section

Distributors and Sellers can view and fully manage the "All (default)" customer Catalog from the Customer Catalogs section within the platform interface.

To access the Customer Catalogs section:

1. Navigate to the main platform interface
2. Select the "Customer Catalogs" option from the navigation menu
   
3. Locate the "All (default)" catalog in the catalog list
   
4. Click on the catalog to view and manage its settings

The Customer Catalogs section provides comprehensive management capabilities for all customer catalogs, including the ability to:

• Review and add the organizations assigned to the default Catalog
  
• edit the Catalog, including Categories and specific Offers
  

Limitations

The default Customer Catalog has the following limitations:

• Cannot be deleted: The default catalog is a system requirement and cannot be removed
• Cannot be renamed: The "All (default)" name is fixed and cannot be modified
• Automatic customer addition: All approved customers are automatically added regardless of manual preferences

These limitations ensure system stability and provide a consistent baseline for customer management across all platform users.

Summary

The default Customer Catalog serves as the central hub for managing all approved customers within the platform. This system-generated catalog automatically includes new customers upon approval and provides Distributors and Sellers with comprehensive management capabilities. While the catalog cannot be deleted or renamed, it offers full functionality for customer and product management, ensuring consistent service delivery and streamlined administrative processes.

Related Content

• How to Add Products in Catalog
• Partner Catalogs Management
• Catalog Functionality for Seller