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Catalogs

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Catalogs enable you to create custom product views for customers. You can create product catalogs and assign them to specific customers.

For example, if you want to create a New Season Sale catalog only for a specific customer base.

Points to Note

  • The list of products in your B2B Portal is the Base catalog.
  • If you want to only make certain products available on the customer catalogs, you must make the other products hidden on the Base catalog. If you do not mark the remaining products as Hidden on the Base Catalog, they will still be available on the customer catalog.
Product Base Catalog Status Customer Catalog Status Comments
CHAIR Visible Not included in Customer Catalog

This product will be displayed to the customer. If you do not want it to be displayed to the customer, you can use one of the following options:

  • Mark it as hidden on the Base Catalog 

or

  • Add it to the customer catalog and mark it as Hidden
  • You can create catalogs to include a subset of the products in the Base catalog. The status selected for the specific catalog will override the Base Catalog product status.
Base Catalog Product Status Customer Catalog Status Comments
Hidden Sellable

This product will be displayed/sellable for the customer

Visible Hidden

This product will not be displayed for the customer

Sellable Sellable

This product will be displayed/sellable for the customer

Hidden Visible

This product will be displayed for the customer but cannot be purchased

Sellable Visible

This product will be displayed for the customer but cannot be purchased

 

Tutorial

Creating a Catalog

  1. Click Catalogs | Create Catalog.
  2. Specify the catalog name and click Create Catalog. The Catalog will be displayed in the list.

You must now assign products to the catalog.

Assigning Individual Products to Catalog(s)

  1. Click Products.
  2. From the line action cog for the product, click Assign Catalogs.
  3. Select the catalog and the drop-down list to select the product status will be displayed. You can choose to display the product as:
    • Sellable (default)
    • Hidden
    • Visible
Note: The status selected for the specific catalog will override the default product status.
  1. Click Close.

You must now assign customers to the catalog.

Assigning Multiple Products to Catalog(s)

  1. Click Products and then select the products you want to add to the catalog.
  2. From the bulk action cog, select Add To Catalog.
  3. Hover over the catalog and click to select.
  4. Select the required product status from the Assign products to catalog as a drop-down list. The options are:
    • Sellable (default)
    • Hidden
    • Visible 
Note: The status selected for the specific catalog will override the default product status.

You must now assign customers to the catalog.

Assigning Individual Customers to Catalog(s)

  1. Click Customers.
  2. From the line action cog for the product, click Assign Catalogs.
  3. Hover over the catalog and click to select.
  4. Click Apply.

Assigning Multiple Customers to Catalog(s)

  1. Click Customers and select the customers you want to add to the catalog.
  2. From the bulk action cog, select Add To Catalog.
  3. Hover over the catalog and click to select.
  4. Click Apply.
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