Managing Catalog Views for Customers

Catalog views allow for controlling the visibility of product catalog content on a customer-specific level, see Catalog Views.

Creating New Catalog Views for Customers

To create a new catalog view for a customer:

  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Catalog Views tab.
    This tab is divided into two sections:
    • Customer Specific Catalog Views: Lists the catalog views that are explicitly assigned to the customer.

    • Customer Segment Catalog Views: Lists the catalog views that are effective for the customer via customer segment associations.

  4. In the Customer Specific Catalog Views section, click New.
    This opens the New Catalog View dialog.
  5. Specify name and description for the catalog view.
  6. Select or deselect the Online checkbox to set the catalog view online or offline, respectively.
  7. Select the publication mode (manual or automatic interval).
    For details, see Publishing Catalog View.
  8. Change to the Catalogs tab to include catalogs.
  9. Change to the Exceptions tab to exclude categories.
  10. Change to the Target Group tab to assign customers or customer segments to the catalog view.
    By default, the new catalog view is made available to the current customer. For details, see Assigning Catalog Views to Customers. To return to the Catalog Views tab of the Customer detail view, click Back to List.

Assigning Catalog Views to Customers

To assign an existing catalog view to a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Catalog Views tab.
    This tab is divided into two sections:
    • Customer Specific Catalog Views: Lists the catalog views that are explicitly assigned to the customer.

    • Customer Segment Catalog Views: Lists the catalog views that are effective to the customer via customer segment associations.

  4. In the Customer Specific Catalog Views section, click Assign.
    This displays the available catalog views.
  5. Select the intended catalog view and click OK.
    The selected catalog view is assigned to the customer. You are returned to the Catalog Views tab, which displays the updated Customer Specific Catalog Views section.

Unassigning Catalog Views From Customers

To unassign a catalog view from a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Catalog Views tab.
    This tab is divided into two sections:
    • Customer Specific Catalog Views: Lists the catalog views that are explicitly assigned to the customer.

    • Customer Segment Catalog Views: Lists the catalog views that are effective for the customer via customer segment associations.

  4. Select the assignments that you want to remove.
    In the Customer Specific Catalog Views section, select the checkboxes for the catalog views that you want to unassign from the customer.
  5. Click Unassign, then OK to confirm the operation.
    The selected catalog views are unassigned from the customer.