What is Customer Catalog?

Want to show different products to different customers? You can have a totally separate set of available products and categories for each Customer Catalog you define. 
1. Go to "CATALOG"  "CUSTOMER CATALOGS"  "Create new"    

The pop-up window will appear:

Provide the new Catalog name in the "Name" field.

To create a copy of an existing catalog - in the "Copy catalog from" field, select the desired catalog from the drop-down list.

Click on the catalog name to see details:

The Customer Catalog page looks as follows:

CB.png

On that page you can see the details and perform the actions as follows:
a. View the amount of the products in the Catalog.
b. View the organizations assigned to the Catalog.
c. View the ERP IDs of the assigned organizations.
d. View the country of the organizations.
e. View the number of subscriptions under each organization.
f. Remove organizations from the Catalog.
g. Edit catalog.
h. Add several organizations into one Catalog.
i. Delete a Catalog.

You can check the customer's Catalog assignment in their profile:

Go to "ORGANIZATIONS" Search for the organization you need  Click on "Profile" See the Price tier under Basic details:

 

Edit catalog

Customer Catalog Edit page is structured the following way:

1. Customer catalogs - filter field that allows to switch between the customer catalogs without leaving the Edit catalog page. 

2. Vendors - filter field that allows to filter products by vendor.

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

4. NOT PUBLISHED PRODUCTS - shows the total number of products that are not assigned to any Product Category.

5. CATEGORIES - section where the Product Categories can be created (by clicking on CREATE NEW + button), edited (change title, change the order by drag & drop) or deleted. The numbers against each category show the number of Products assigned to those categories. One Product can be assigned to multiple categories.

6. Products - section where the tiles with products are displayed;

6a - Tags indicating the categories which the product is assigned to;

6b - Menu for editing tags or products;

6c - "Unavailable for your country, industry or contract" - message indicating that the product is not available for purchase in your country, or for your industry, or for your contract. For more details read the article - „Product unavailable“ badge description

6d - Area with no tags visible - indicates that a product is not assigned to any Product Category. Such products are counted towards the NOT PUBLISHED PRODUCTS number.

 

You can manage products (change position, add to categories) by simply dragging-and-dropping the tiles.

NOTE! Customers within the selected Price Tier will be able to see only the products from the assigned Catalog.

 

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