Skip to main content

Assigning customers

Assigning a customer to a catalog is what makes them see its products and prices.

Who uses it​

  • Supplier staff with full access to catalogs.

How it works​

On the Customers step, or on a catalog's own page, search by Customer Name, select customers and press Assign. Assign All and Clear All act on the whole list. The header counts Customers Assigned.

  • Each customer row shows the catalog the customer is Currently in and their Loyalty Tier.
  • Reassigning. A customer already in another catalog is moved. The warning reads: "These customers are currently assigned to another catalog. Reassigning them will remove them from their current catalog."
  • Removing. Remove takes customers out: "They will be moved back to the Default Catalog." The confirmation has Don't remind me again.
  • Only customers connected to the supplier can be assigned.

Where it shows up​

The catalog's customer list, the customer's own page, and the products and prices that customer sees.

Permissions​

Catalogs: full access.

Known limitations​

  • A customer cannot be in two custom catalogs at once.

FAQ​

I assigned a customer and their cart still shows old prices. A saved cart re-prices when placed. See Pricing & promotions.

How do I see which customers are on the Default Catalog? Open the Default Catalog and press View; it lists them.