Manage Price Lists, Catalogs, and Customer Types

Here's how you can manage price lists, catalogs, and customer types.

Price Lists

As a tenant administrator, you can define a default currency price list for each customer type. Customer types are residential, business, small and mid-sized business (SMB), and multi dwelling unit (MDU).

As an agent, you can select price list on the Customer Inquiry page while starting the assisted buying journey. You are presented with a default price list based on the customer type. You can identify the customer type from the token in the incoming call. If no customer type is identified, then the default value will be the tenant-defined business configuration value. For existing customers, the customer type is identified from the profile value of the customer.

Catalogs

On the Offers Catalog page, as an agent, you can view different catalogs for a particular customer type. The default catalog is the first one in the search result. You can change to any available catalog. You can search for product offers within a specified catalog. You can also search for product offers for a customer type across all catalogs that are defined for that customer type.

Customer Types

On the Offers Catalog page, as an agent, you can select a different customer type. You can view catalogs that are relevant to the selected customer type with the default price list defined by the tenant for the customer type. You are presented with the filtered set of catalogs based on the customer type and price list.