Different Catalogs based on Customer Location
Company B sells washing machines and dishwashers from different manufacturers to retailers around the world. They're licensed to sell:
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Washing machines and dishwashers made by manufacturer M in the USA, Canada and the United Kingdom
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Washing machines and dishwashers made by manufacturer S in the USA
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Washing machines made by manufacturer D in Canada
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Dishwashers made by manufacturer D in Canada and the United Kingdom
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Dishwashers made by manufacturer Y in the USA and Canada
Company B's website menu has sections for washing machines and dishwashers, with filters for manufacturer, capacity, energy rating, and more. They don't use commerce categories.
Layout
First, Company B needs to figure out how to segment their items and customers. Let's see how their answers to some key questions help to layout Personalized Catalog Views.
Question |
Answer |
Layout Input |
What are the customer groups I need? |
US Customers, Canadian Customers, UK Customers. |
Customer groups to be created – US Customers, Canadian Customers, UK Customers. |
On what basis will I assign a customer to one group or the other? |
Customers will automatically be placed in the group that matches their registered address. |
US Customers, Canadian Customers, and UK Customer customer groups are dynamic customer groups that use saved searches based on customer registered address. |
Do I want any of my customers to be in more than one customer group? |
No |
You don't need to worry about what a customer should see if they're in more than one group. |
What item segments do I need? |
Manufacturer M Products, Manufacturer S Products, Manufacturer D washing machines, Manufacturer D dishwashers, Manufacturer Y dishwashers. |
Item segment to be created- Manufacturer M Products, Manufacturer S Products, Manufacturer D washing machines, Manufacturer D dishwashers, Manufacturer Y dishwashers |
On what basis do I want to assign an item to one segment or another? |
First sort by manufacturer, then by item type. |
Use mass updates to assign items to item collections. |
Do the item segments correspond to the sections in my website navigation or are they different? |
They're similar, but not the same. |
Since Company B doesn't use commerce categories and the navigation isn't the same as the item segments, it's best to use item collections for the segments. |
Which item segments should be visible and purchasable to my customer segments? Which item segments should be visible but not purchasable? Can all customer segments view item prices? |
If a customer segment can see an item, they should also be able to see the price and buy it. |
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Who should be able to view any items that are not in item segments mapped to a customer segment? Should they be able to view the prices? |
All item segments should be mapped to customer segments. If any items aren't in item segments, it's because they haven't been classified yet, so they shouldn't be visible to anyone. |
Unmapped Items website visibility level should be set to Hide Fully. |
Do all my customers fall into one or more customer groups or do I have some ‘leftover’ customers? What items, if any, do I want the leftover customers to see? |
We're not licensed to sell to customers outside the USA, UK, or Canada. Any visitors to the website from anywhere else shouldn't see any products. |
Don't map any item segments to customer segments other than US Customers, Canadian Customers, and UK Customers. |
Implementation
From the layout inputs, Company B creates the following in NetSuite:
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Three saved searches that return US Customers, Canadian Customers, and UK Customers respectively
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Customer Groups (dynamic based on the saved searches): US Customers, Canadian Customers, UK Customers
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Item Collections: Manufacturer M Products, Manufacturer S Products, Manufacturer D washing machines, Manufacturer D dishwashers, Manufacturer Y dishwashers
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Personalized Catalog View Setup:
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Manufacturer M Products item collection set to Display Fully for US Customers, Canadian Customers, and UK Customers customer groups
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Manufacturer S Products item collection set to Display Fully for US Customers customer group
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Manufacturer D washing machines set to Display Fully for Canadian Customers customer group
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Manufacturer D dishwashers set to Display Fully for Canadian Customers and UK Customer customer groups
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Manufacturer Y dishwashers set to Display Fully for US Customers and Canadian Customers customer groups
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Unmapped Items set to Hide Fully
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