ECommerce - Accounts - Customer Profile - Catalogs

The Catalog tab in your Customer Profile page displays the catalogs linked to a customer account.

The tab only displays a list of all the catalogs under the customer account. It does not provide the feature to view or edit the catalog’s data. By default, more than one catalog can be added to a customer account.

Linking a Catalog to a Customer Account

To link a catalog to your customer account, click the Add button (+) found at the bottom of the screen to bring up the Catalogs window.

The Catalogs window displays all the existing catalogs you’ve created. The window also comes with a search function that allows you to search by ID or Name. Select the catalog you want from the list by double-clicking it. Once done, the catalog you selected will be added to your customer account.

Creating a Catalog

The Catalog tab also lets you set up a new catalog. Please keep in mind that the creation of a new catalog via the Catalog tab is only limited to naming and creation. Adding items still needs to be done separately via your Web Admin’s Catalogs feature.

To set up a new catalog, click the Add (+) button found in the top-right corner of the Catalogs pop-up window. This will bring up the Catalog Add screen.

Type the Name and Description of the new catalog. Make sure to check the Enabled box to make the catalog active.

You also have the option to make the catalog specific to your customers. The Auto Generate PDF can be checked if your website has the PDF Catalog feature set-up.

Once the new Catalog is created, it will be added to your list. You can then go to the Catalogs section and add the items you want to display. You can learn more about how customize your catalog through our Catalogs Help File.

 

Top