Note: For customers that signed on after August 29, 2018, you should use our Price List feature to control which products are visible and available for ordering by your customers. If you signed on before that date, please contact help@getsweet.com to migrate to Price Lists.

Our customer-specific catalog feature gives you the ability to create individual customer catalogs and prices. That is, you can (1) control which products your wholesale customers can view and order in your B2B Customer Portal. In addition, for customers which you have negotiated prices for, you can (2) create different wholesale price points for the same product.

For example, if you sell roasted coffee to 20 wholesale customers and you've negotiated different prices for each of those customers, Sweet can help you set that up so your team, or each customer, sees the correct price when they're ordering.

The starting point for editing your customer-specific catalog is the catalog, located under the Products menu category. Initially, you will be viewing the catalog as your business. You'll be able to verify this in the top-right of the page where you should see your company name after the Viewing As label.

1 - Control which products your wholesale customers can view

To edit which products each customer has access to, please follow the steps below:

To edit which products each customer has access to, please follow the steps below:

1.Click on the Viewing As drop-down and select the customer whom you are adjusting the catalog for,
2. See which products are currently visible to the customer under the Visible to Account column,

3. Select which products you want to show or hide by clicking on the check-boxes to the left of the products,
4. Then click on Actions and select either to Make Products Visible or Hide Selected Products.

2 - Create different wholesale price points for the same product

Creating different price points for your products is easy with our pricing adjustment engine.

You will need to create a discount with rules for a customer account and a product, along with an action to create an item adjustment on applicable products. If you are intending the customer to only see the discounted price, make sure Show Discount Price is selected, rather than Show Base Price.

After you update the discount, the next time you view the catalog as the customer you've set the discount for, you'll see the discounted price.

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