Partner catalogs management

Introduction

This article explains how Distributors can manage Partner Catalogs for Sellers in a centralized location. Understanding Partner Catalog management will help you control Product visibility, organize Products for different Sellers, and ensure Sellers have access to appropriate Products based on their business needs and contractual agreements.

In this article:

• Partner catalogs overview
• Creating a new partner catalog
• Checking partner catalogs in seller profiles
• Important notes

Partner catalogs overview

Distributors can fully manage the catalogs of Sellers in one centralized location.

 The Partner Catalogs view displays the following information:

1. Catalog name: The name of the created catalog

2. Organizations: The number of Sellers assigned to each catalog

3. Products: The number of Products included in the catalog

4. Updated by: The user who made the most recent update

5. Updated on: The date when the catalog was last modified

6. Create new: Button to create a new catalog

Creating a new partner catalog

You can create a new Partner Catalog without immediately assigning it to a Seller.

To create a new Partner Catalog:

1. Click the CREATE NEW button.
2. Fill in the requested information:
   • Enter the name of the Partner Catalog
   • OR select Copy from existing catalog to duplicate an existing catalog structure
3. Click Save to create the catalog.

This allows you to prepare catalogs in advance before assigning them to specific Sellers.

Checking partner catalogs in seller profiles

You can verify which Partner Catalogs are assigned to specific Sellers through their Organization profiles.

To check Partner Catalogs in a Seller profile:

1. Click Select Organization in the top navigation.
2. Choose the Seller Organization you want to review.
3. Navigate to the Organization's Profile page.
4. View the Segment field in the Basic details section to see which Partner Catalog is assigned (e.g., "All (default)").

This allows you to confirm catalog assignments and ensure Sellers have access to the correct Product sets.

Important notes

Product availability restrictions:

Certain Products may remain unavailable to Sellers due to mismatches with:

• Contracts: Products not covered by the Seller's contractual agreements
• Industries: Products not applicable to the Seller's industry type
• Countries: Products not available in the Seller's geographic location

Catalog visibility:

Sellers assigned to specific Partner Catalogs will only be able to see Products included in their assigned catalog. This ensures controlled Product visibility and prevents Sellers from accessing Products that are not appropriate for their business or contractual status.

Summary

Distributors manage Partner Catalogs centrally, viewing catalog name, number of assigned Organizations (Sellers), Product count, last update user, and modification date, with the ability to create new catalogs. Create new Partner Catalogs by clicking CREATE NEW, entering a catalog name or copying from existing catalogs, and saving without immediate Seller assignment for advance preparation. Verify Partner Catalog assignments through Seller Organization profiles by navigating to Select Organization, choosing the Seller, and viewing the Segment field in Basic details. Note that certain Products may be unavailable to Sellers due to mismatches with contracts, industries, or countries, and Sellers can only view Products within their assigned Partner Catalog, ensuring controlled visibility and appropriate Product access based on business needs and contractual agreements.