۶Ƶ

Manage your shared catalogs

The Shared Catalogs page provides access to the tools needed for managing your shared catalogs. The page is similar to the standard Admin workspace, with filters and action controls. The grid lists all shared catalogs, including the default public shared catalog, and any custom catalogs that you have set up.

Update the product selection

The selection of products in any shared catalog can be easily updated from the Action column of the shared catalogs grid. The changes you make are visible to members of any associated company accounts. The process is essentially the same as choosing products for a new catalog structure, except that the scope of the configuration cannot be changed.

  1. On the Admin sidebar, go to Catalog > Shared Catalogs.

  2. For the shared catalog in the grid, go to the Action column and select Set Pricing and Structure.

    Shared catalog grid and action menu {width="700" modal="regular"}

  3. Follow the instructions in Step 2: Choose products.

    You can skip the first item, because the scope of a shared catalog cannot be changed after it is saved for the first time.

If you are working with a specific product, the Products In Shared Catalog section list each shared catalog where the product is available. To learn more, see Add products to a shared catalog.

Product in Shared Catalogs {width="600" modal="regular"}

Update custom pricing

The custom pricing of products in any shared catalog can be easily updated from the Action column of the Shared Catalogs grid. The changes you make are visible to in the storefront to members of the associated company or customer group. The process is essentially the same as setting custom pricing for a new shared catalog, except that the scope of the configuration cannot be changed.

  1. On the Admin sidebar, go to Catalog > Shared Catalogs.

  2. For the shared catalog in the grid that you want to update, go to the Action column and select Set Pricing and Structure.

  3. On the Catalog Structure page, click Configure and do one of the following:

    • In the progress indicator at the top of the page, click Pricing.
    • In the upper-right corner, click Next.
  4. Follow the instructions in Step 3: Set custom prices.

Update category permissions

Category permissions are automatically set to Allow for products that are added from the category tree to a shared catalog. You can later adjust the permissions, or create additional rules, as needed.

NOTE
B2B release 1.3.0 and later – When you create a shared catalog, each category permission for the catalog is set to Allow for the Display Product Prices and Add to Cart for customer groups that are assigned this access in the catalog permission settings. Previously, these settings were automatically set to Deny even when catalog permissions were set to Allow.
IMPORTANT
All existing group permission settings are ignored by all categories in the catalog when the Shared Catalog feature is enabled. Shared Catalog fully controls all category permissions in the catalog when it is enabled.
  1. On the Admin sidebar, go to Catalog > Categories.

  2. In the category tree, select the category of the products that you want to update.

    To include all products, select the top-level category in the tree.

  3. Scroll down and expand Expansion selector the Category Permissions section.

  4. Click New Permission and do the following:

    New Permission {width="600" modal="regular"}

    • Choose the Customer Group that corresponds to the shared catalog and change the permission settings as needed.

      Category Permissions Rule {width="600" modal="regular"}

    • To create a permissions rule for another customer group, click New Permissions and repeat the process.

    • To delete a permission rule, click the Delete Trash can icon.

  5. When complete, Click Save.

Update the catalog details

The detail information of any shared catalog can be easily updated from the Action column of the Shared Catalogs grid. The changes you make are reflected in any associated company accounts.

General Settings {width="700" modal="regular"}

  1. On the Admin sidebar, go to Catalog > Shared Catalogs.

  2. For the shared catalog that you want to update, go to the Action column and select General Settings.

    Catalog Details {width="600" modal="regular"}

  3. Update the catalog detail information as needed.

    • Changing the name of a shared catalog, also changes the name of the corresponding customer group.
    • Changing the catalog type from Custom to Public converts the existing public catalog to a custom catalog. Any companies associated with the original public catalog are reassigned to the replacement. A public catalog cannot be converted to a custom catalog.
  4. When complete, Click Save.

Shared catalog page reference

Button bar

Button
Description
Back
Returns to the Shared Catalogs page without saving the new shared catalog.
Delete
Deletes the catalog and reassigns any associated companies and their members to the public shared catalog.
Reset
Clears the form of any unsaved changes, and restores the original catalog detail information.
Duplicate
Creates a duplicate copy of the catalog. For a custom catalog, the pricing model and structure of the original, but without the company associations. If a public shared catalog is duplicated, the type of the duplicate catalog changes to custom. A corresponding customer group is also created with the same name as the duplicate catalog. By default, a duplicate catalog is named Duplicate of the original catalog.
Save and Continue Edit
Saves all changes, and keeps the form open in edit mode.
Save
Saves changes, closes the form, and returns to the Shared Catalogs page.

Catalog details

Field
Description
Name
Identifies the shared catalog throughout the Admin, and in the customer accounts where it is available. The catalog name should be descriptive and no more than 32 characters in length. You cannot have two shared catalogs with the same name. Maximum characters: 32
Type
Custom - Identifies a catalog with custom pricing that is available only to the specific companies to which it is assigned.
Public - Identifies the shared catalog that is available to all guest visitors and to logged-in customers who are not associated with a company. A “default” public shared catalog is created when ۶Ƶ Commerce B2B is installed, but must be configured by the administrator. Only one public shared catalog can exist at a time.
Customer Tax Class
Determines the tax class that is used for purchases made from the catalog. The options include all available tax classes.
Description
A brief explanation of how the catalog is to be used.
recommendation-more-help
88ad8589-1cb8-47eb-a79c-0e4726a4ac2a