Catalogues enable you to create custom product views for customers, ensuring they're only able to view and purchase products applicable to them. In some cases, you may want to limit the number of products displayed or available to buy on your B2B Store for certain customers, ensuring they're only seeing the products relevant for them. To achieve this, in the B2B Store's settings, assign custom curated Catalogues to the appropriate customers and define which products should be made hidden, visible or sellable to the customers allocated to it. 

Customers can be allocated to multiple catalogues, providing you with the flexibility to curate a unique view for each customer. But note that the Catalogues will not be displayed as an interactive filter or sort option in the customer's view of the B2B Store, catalogues are only defined and managed by B2B Store Administrators.

B2B Catalogues Tutorial Video

Product status hierarchy with B2B Catalogues

In the B2B Store there are three product statuses available which determine whether the product's displayed and made available to purchase by customers of the B2B Store:

• Sellable: The product is available to view and purchase by customers using the B2B Store.
• Visible: The product's available to view in the B2B Store, but customers cannot purchase it.
• Hidden: The product is not available to view or purchase in the B2B Store.

By design, all products synced with your B2B Store will be included in a "Base Catalogue", a catalogue that all customers will be allocated to, and will determine which products are made hidden, visible or sellable to all customers of the B2B Store, at the least. 

If a customer is then allocated to an additional, custom catalogue the product status in the custom catalogue will take precedence over the product's status in the base catalogue. If a product is not included in the custom catalogue, the product status in base catalogue will apply to the customer's product view in the B2B Store.

Setup catalogues in the B2B Store

To make use of catalogues and curate a personalized experience for your customers on the B2B Store, you'll need to know how to create a catalogue, assign products to the catalogue and set the appropriate product status, and finally allocate the catalogue to the relevant customers. As soon as a catalogue's allocated to a customer, their B2B Store's view will update accordingly.

Create a catalogue

To create a new catalogue in the B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
2. Select Settings, in the top right corner of the B2B Store.
3. In the B2B Settings menu, select Inventory > Catalogues.
4. In the top right corner of the Catalogues page, click Create Catalogue.
5. In the Add a Catalogue pop-up window displayed, provide a unique name for the catalogue and select Create Catalogue.

The new, custom catalogue will then be displayed in the Catalogues page. From here you can manage the products and customers assigned to the catalogue at any time by clicking on the Products and Customers fields. Edit the catalogue's name by clicking on the pencil icon in the Name field, and delete the catalogue by clicking on the bin icon in the Catalogues' Action field. 

Assign products to catalogues

Products can be assigned to catalogues, and have their product status for that catalogue set, either in bulk or individually.

To assign individual products to a catalogue in the B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
2. Select Settings, in the top right corner of the B2B Store.
3. In the B2B Settings menu, go to Inventory > Products.
4. In the Products page, click on the Action Cog icon at the end of a product's row and select Assign Catalogues.
   
5. In the Assign {product} to Catalogues pop-up window, tick the checkbox to select which catalogues the product is to be assigned to. For each assigned catalogue, use the product status drop down menu displayed to set the product as either sellable (default), hidden or visible per catalogue. 
   
6. Click Close.

To assign products to a catalogue in bulk:

1. Go to your B2B Store and login as a Store Administrator.
2. Select Settings, in the top right corner of the B2B Store.
3. From the Settings menu, go to Inventory > Products.
4. Use the checkboxes available to select the appropriate products across all Products pages.
5. Hover over the action cog icon in the header of the checkbox column and go to Bulk Action - All Pages > Add to Catalogues.
6. In the Assign Products to Catalogues pop-up window, click on each catalogue listed to assign the chosen products to it.
7. Select the status, either sellable, visible or hidden, all chosen products will be allocated for the selected catalogues using the "Assign products to selected catalogue(s) as" drop menu. 
   You can also update the chosen product's base catalogue status using the "Set default status for products to" drop down menu. 
   

Assign customers to catalogues

For a customer's B2B Store view to be determined by your custom catalogues, assign them to you catalogues either individually or in bulk. 

To assign individual customers to a catalogue in your B2B Store:

1. Go to your B2B Store and login as a Store Administrator.
2. Select Settings, in the top right corner of the B2B Store.
3. In the B2B Settings menu, go to Inventory > Customers > Customers.
4. In the Customers page, click on the Action button and select Assign Catalogues.
   
5. In the Assign {customer} to Customer Catalogues pop-up window, tick the checkbox to select which catalogues the customer is to be assigned to. 
   
6. Click Close.

To assign customers to catalogues in bulk:

1. Go to your B2B Store and login as a Store Administrator.
2. Select Settings, in the top right corner of the B2B Store.
3. From the Settings menu, go to Inventory > Customers > Customers.
4. Use the checkboxes available to select the appropriate customers across all Customers pages.
5. Hover over the action cog icon in the header of the checkbox column and go to Bulk Action - All Pages > Add to Catalogues.
   
6. Click Apply.

Tips for using catalogues

If you only want a customer to see or purchase a specific set of products, we recommend assigning them a catalogue that includes all products initially with a hidden status, then update the products the customer should have available to either sellable or visible, in that catalogue. This will ensure the base catalogue's product status will not apply by default.

To make sure only certain products are available to purchase or view for specific customers in B2B Store:

1. Create a new catalogue.
2. From the B2B Settings menu, go to Inventory > Products use Action Cog icon to Select All > Bulk Action - All Pages > Add to Catalogues.
3. Click on the new catalogue in the Add All Matching Products to Catalogues pop-up window.
4. In the "Assign products to selected catalogue(s) as" drop down menu select Hidden and click Apply.
5. From the B2B Settings menu, go to Inventory > Catalogues and click on the Products field on the catalogue's row.
6. For each product that shouldn't be hidden in the catalogue click on the action cog icon and select either Make Visible or Make Sellable, as appropriate.
7. Assign the appropriate customers to the new catalogue by heading to Inventory > Customers > Customers, and use the Action button or Action Cog icon to Assign Catalogues.