How to manage Customer's Catalog as a Seller

Introduction

This article guides users through the complete Customer Catalog functionality, enabling the creation of separate product sets for different customer segments. Customer Catalogs allow you to show different products to different customers by creating totally separate sets of available products and categories for each Customer Catalog you define.

In this article:

• Creating a New Customer Catalog
• Managing Customer Catalog Details
• Editing Customer Catalogs
• Product Availability and Visibility

Creating a New Customer Catalog

To create a new Customer Catalog, follow these steps:

1. Navigate to "CATALOG" → "CUSTOMER CATALOGS"

   

2. Click "Create new"
   

3. The pop-up window will appear with the following options:

   

   • Name field: Provide the new Catalog name
   • Copy catalog from field: Optionally select an existing catalog from the dropdown list to create a copy

Managing Customer Catalog Details

Once you click on a catalog name, you can access the Customer Catalog detail page.

 This page provides comprehensive information and management capabilities:

Available Information and Actions

1. The total number of Organizations assigned to this Customer Catalog
2. View the total number of products in the Catalog
3. Organization's Name column
4. Customer Organization's ERP ID
5. Customer's Country
6. View the number of subscriptions under each Customer's Organization
7. Pagination for Customer's Organizations list
8. Assign new Customer's Organization the the Catalog
9. Delete the Customer's Catalog
10. Edit catalog - Access the catalog editing interface

Verifying Customer Catalog Assignments

You can verify a customer's Catalog assignment through their organization profile:

1. Go to "ORGANIZATIONS"
2. Search for the specific organization
3. Click on "Profile"
4. Check the Price tier under Basic details

This information shows which Customer Catalog the organization is currently assigned to.

Editing Customer Catalogs

The Customer Catalog Edit page provides comprehensive tools for managing products and categories within your catalog.

Interface Components

1. Customer catalogs filter - Switch between different customer catalogs without leaving the Edit catalog page

2. Vendors filter - Filter products by specific vendor to streamline product management

3. ALL PRODUCTS counter - Displays the total number of all offers available for configuration

4. NOT PUBLISHED PRODUCTS counter - Shows the total number of products not assigned to any Product Category

5. CATEGORIES section - Manage Product Categories with the following capabilities:

• Create new categories by clicking CREATE NEW + button
• Edit existing categories (change titles, reorder by drag & drop)
• Delete categories as needed
• View product count for each category (numbers shown against each category)

6. Products section - Main area where product tiles are displayed with the following elements:

6a. Category Tags - Visual indicators showing which categories each product is assigned to

6b. Product Menu - Access editing options for individual products and their category assignments

6c. Availability Messages - Products may display "Unavailable for your country, industry or contract" messages, indicating restrictions based on geographic, industry, or contractual limitations

6d. Unassigned Products Area - Products without visible tags indicate they are not assigned to any Product Category and contribute to the NOT PUBLISHED PRODUCTS count

Saving the Changes

After making the necessary changes to the Catalog, click the "Save" button located at the top of the page to apply them.

A yellow notification box will appear, indicating that updates may take some time to reflect on the platform.

For improved usability, action buttons remain fixed and visible at the top of the page, even while scrolling.

Product Organization

You can manage products efficiently using the drag-and-dropping functionality to:

• Change product positions within categories
• Add products to existing categories
• Move products between different categories

Product Availability and Visibility

Key Principles

• Products must be assigned to at least one category to be visible to customers
• The drag-and-drop interface allows intuitive product organization
• Category assignments directly impact what customers can see and purchase
• Multiple category assignments provide flexibility in product presentation

Managing Product Visibility

When organizing your catalog, consider:

• Customer segment needs and preferences
• Product relationships and logical groupings
• Geographic and contractual restrictions
• Vendor-specific requirements

Limitations

Catalog Management Restrictions: Some advanced catalog configurations may require administrator assistance or specific permissions depending on your system setup.

Product Availability: Geographic, industry, or contract-based restrictions may limit product availability for certain customer segments, and these restrictions cannot be overridden through the catalog interface.

Summary

Customer Catalogs provide powerful functionality for creating customized product experiences for different customer segments. The system allows you to create separate product sets, organize them into categories, and assign them to specific customer groups. Key capabilities include creating new catalogs from scratch or copying existing ones, managing product categories through an intuitive drag-and-drop interface, assigning organizations to specific catalogs, and controlling product visibility through proper categorization.

Effective catalog management ensures customers see only relevant products while maintaining organized, professional product presentations. Regular review and optimization of catalog assignments help maintain an optimal customer experience.

Related Content

• Catalog functionality for Multi-Tier Sellers
• How to add products in Catalog?
• Customer Prices: Price Configuration