Setting up portal catalogs

When you set up items, categories, and the item category hierarchy for the Customer and Reseller portals, all portal users see all available items that are active for the portal. To provide only subsets of those items for certain portal users, you can create portal catalogs. Each customer bill-to row can be assigned to one portal catalog, and when a user logs in to the portal, they see only the items specified in that catalog.

Before you set up portal catalogs, items and item categories for the portals must be set up according to the instructions provided in Setting up items and categories. Portal catalogs use these same categories for organizing items on the portal.

For multi-site implementations, portal catalogs must be created in the primary site.

These are the portal catalog setup tasks:

  • Create catalog records
  • Set up catalog content
  • Activate catalogs
  • Preview catalogs
  • Assign catalogs to customers