Items by Customer Workbook
The Items by Customer workbook enables you to select specific customers and see which items are visible to them, and whether they can see the item prices and buy them. The workbook shows you:
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which customer segments the selected customers are in
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which item segments are mapped to those customer segments
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which items are included in the item segments
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the website visibility level of the item segment to the customer segment
To view which items are viewable or purchasable by specific customers:
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Go to Commerce > Marketing > Personalization > Customer Segments Manager.
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Click Save & View Report and select the Items by Customer workbook.
You can also access the workbook, by going to the Workbook Listing page and clicking the Items by Customer link in the Standard Workbooks list. For more information, see Accessing and Sharing Workbooks and Datasets.
Note:If you cannot see the Save & View Report button, you do not have the correct permissions to access workbooks. See Personalized Catalog Views Roles and Permissions for more information.
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In the Items by Customer pivot table, click the Field Menu icon
next to Customers and click Filter Customers. -
In the left pane of the filter window, select the customers you are interested in and click > to move them to the right pane.
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Click Apply.
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Click the Field Menu icon
next to Website Visibility Level and click Filter Website Visibility Level.To see the items that each selected customer:
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can view and purchase, select Display Fully in the left pane of the filter window
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can view (including prices) but not purchase, select Disable Purchase in the left pane of the filter window
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can view but not see the prices for or purchase, select Disable Purchase and Hide Price
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cannot see on the web store, select Hide Fully in the left pane of the filter window
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Click > to move the selected Website Visibility Level to the right pane.
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Click Apply.
The pivot table refreshes to show you the items each selected customer can view and purchase.