Catalog Functionality for Seller

Introduction

This article explains how the Seller's Product Catalog is set up, providing an easy-to-follow guide to its main features. 

In this article

• Catalogs Tab
• Create/Edit Catalog
• Customer Segment Structure
• Catalog Structure
• Catalog Tags

Catalogs Tab

1. The “My Products” link under the catalog will redirect users to product management: producthub.appxite.com.
If the user does not have the product manager role and does not have access to producthub.appxite.com, the following message will appear when trying to access it:
"No Access! Sorry, but you don't have access to this page".

2. My Catalog – Directs to your Catalog. Products are organized in different categories, and each product can be placed in more than 1 category. 

3. Customer Catalogs – Through this section, you can edit the way the Catalog is displayed to your customers. Allowing you to group your Customers into custom catalogs (e.g., New customers or Azure power-users), and tailor your product catalog for each Customer catalog. 

4. Customer Prices – Directs you to the customer prices section, where you can create prices for customers.

5. Categories – All Products from the Catalog can be organized into categories, which are defined by the seller.

The seller is able to manage the product catalog for each of its Customers. By doing so, the Customer Platform will reflect the products and buying prices determined by the Seller. 
You can see the "UPDATED BY" and "UPDATED ON" for each catalog in the list of Customer catalogs to track changes.

Create/Edit Catalog

Select the Catalog name for which you want to edit the Catalog or create a new one:

Add a name for the new Catalog.
Copy the catalog from the existing list or leave the field blank to create from the All (default).

Customer Segment Structure

Customer Segment with given catalog assigned has following view:

1.  Segment Name - Named after enetered Customer Catalog name.

2. Organizations - displays count of organizations that have given customer catalog assigned.

3. Products in catalog -  show the number of products available in this catalog.

4. Add organization - allows to add active and approved prganizations from the drop down list that will have given catalog assigned.

5. Delete- allows to fully delete the segment and customer catalog.

6. Remove - this button removes the organization from given catalog.

7. Edit catalog - allows to add, publish or delete new offers. For more details see below.

Catalog Structure

Catalog is organized in the following way: 

1.  Products - You can see the list of available products on the platform.

2. Select All Products to see all the available products. 

3. Not Published Products will not be displayed in the Catalog unless you add them to the Categories.

4. Customer catalogs - the drop down list allows to move between all created catalogs and segments.

5.  Vendors - You can see the list of vendors that have products available in the catalog.

Please refer to this article to know more about Catalog Categories and how to add Product under Category: How to Add Custom Categories to the Catalog.

Catalog Tags

Filter - If tags are created (in "Customer Catalogs" →  "Edit catalog" →  "Edit Tags") for the products, you can then filter products based on the tags. In more detail, read the article How to Add Custom Tags to products?