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Assigning Product Categories to Account Catalogs

The product categories and products available for inclusion in an account's catalog can be controlled by using the Account Channel personalization attribute and rules, as described in About Account Market Segments.

At times, however, an administrator may want to override the personalization rule to further refine the products or product categories that are available to an account. In this case, the administrator assigns exactly the categories of products available for inclusion in an account's catalog in the Account Categories view.

NOTE:  If you assign one or more categories to an account through the Account Category view, only those categories will be available for inclusion in the account's catalog. No categories will be available based on personalization rules; the rules are instead overridden by your category assignments.

This task is a step in Process of Managing Product Distribution.

To assign categories to an account

  1. Navigate to the Administration - Catalog screen > Account Categories view.
  2. In the Accounts list, select an account record.
  3. In the Categories list, click New.
  4. In the Add Category dialog box, select the category or categories to be added, and click OK.
Siebel Consumer Goods Guide