Assigning Product Categories to Account Catalogs

You can use the Account Channel personalization attribute and rules to control the product categories and products available for inclusion in an account’s catalog, as described in About Account Market Segments.

At times, however, an administrator might 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 are available for inclusion in the account’s catalog. No categories are available based on personalization rules; your category assignments instead override the rules.

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

To assign categories to an account

1. Navigate to the Administration - Catalog screen, then the Account Categories view.

2. In the Accounts list, select an account record.

3. In the Categories list, create a new record.

4. In the Pick Category dialog box, select one or more categories to add, and click OK.