Understanding Product Visibility for Buyers

Understanding product visibility for buyers is crucial for creating a simple buying experience. There are five key variables that control product visibility for your buyers:

Warehouse

Currency

Customer Groups

Price Sheets

Inventory Settings

Once you have an understanding of how these five variables can work together and separately to control your buyer's product visibility, you will be able to diagnose product visibility issues a buyer may be experiencing. Understanding these below concepts will allow you to make updates to NuORDER to manipulate buyer visibility as your products and customers evolve. 

 

Warehouse:

If you are using one warehouse, this does not apply to you. If you have multiple warehouses, the customer assigned warehouse can dictate product visibility to buyers. How you allocate units to each warehouse in inventory data will control what products buyers can see.

For example:

You have Warehouse A and Warehouse B.

Customer A is assigned to Warehouse A. Product A is assigned units in Warehouse A, but not Warehouse B.

Customer B is assigned to Warehouse B. Product B is assigned units in Warehouse B and Warehouse A

Customer A will be able to see product A and product B. This is because Product A and Product B have inventory for Warehouse A, which is Customer A's assigned warehouse.

Customer B will only be able to see Product B. This is because Product A is not assigned inventory in Customer B's assigned warehouse. Customer B can see Product B because Product B is assigned inventory in Customer B's assigned warehouse.

It is possible to assign a customer to more than one warehouse. You can assign the default warehouse to a customer by editing the customer's company > select default warehouse 

You can add additional warehouses by assigning additional warehouses to additional addresses, like below:

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If a customer cannot find a product and you have multiple warehouses, check to see if the missing product has associated inventory in the warehouse assigned to your customer. 

 

Currency:

If you are using one currency, this does not apply to you. If you are using multiple currencies, and some products are not assigned to all currencies, this can control product visibility to buyers. 

For example: 

You are using USD and EUR currency. Customer A is assigned to USD currency and Customer B is assigned to EUR currency. 

Product A only has USD currency pricing. Product B has USD and EUR currency pricing. 

Because Product A and Product B have USD pricing, Customer A is able to view both of these products. 

Customer B is only able to view Product B. This is because Product A does not have EUR currency and is therefore not visible to a customer who can only view EUR currency.

If Customer B were assigned to both USD and EUR currency, they would be able to view Product A as well. 

If a customer is not able to view a specific product and you have multiple currencies, check to see if the product exists in the currency assigned to the customer. 

 

Customer Groups:

Customer Groups allow you to set up restrictions for your customers on a product level. You can allow customers to view specific products or not allow customer to view specific products as well as control linesheet visibility. 

 For example:

You have a season only specific retailers can view, so you would set up a customer group to apply this specific season restriction to all other customers. 

If a customer is unable to view a product you think they should be able to view, you can see what customer groups that customer is in by going to the contacts section > selecting that customer > select Edit to view assigned customer groups.

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Once you know what customer group(s) this customer is in, you can go to the Customer Groups Settings section (Settings > Brand Admin > Settings > Customer & User Groups) where you can see the rules created for each customer group.

Here you will be able to see why a customer is not able to view specific products. You may also need to export product data to see why a customer is not able to view specific products based on customer group rules. 

If you do not have access to Customer Group settings, and a customer is not able to view a specific product, please reach out to an admin on your portal with these instructions so they can help determine why a customer is not able to view a specific product. 

 

Price Sheets:

Price Sheets dictate special pricing for products in that price sheet, for customers assigned to said price sheet. You can also restrict product visibility on the buyer level by archiving a product within said price sheet. 

If you want to hide a product from a customer through price sheets, you would add a product to said price sheet, under the archived column, mark that product with a "Y" value. This would remove the visibility of this product from customers assigned to this price sheet.  

If a customer is not able to view a specific product, and that customer is assigned to a price sheet, export that price sheet to see if this product is archived on the customer assigned price sheet. 

Inventory Settings:

Your inventory settings control whether or not a product will be visible if that product is sold out or does not have associated inventory. 

If a product is missing, but the issue is not related to currency, warehouse, customer groups, or price sheets, the issue could be related to your inventory settings. You can view these settings by going to Settings > Brand Admin > Settings > Inventory Settings

There are two permissions you want to watch out for:

1) Hide sold out products: If Turned On: if a product is sold out, and does not have any available units, this product will be hidden from view. You can turn off this permission, and sold out products to be visible to buyers. 

2) Hide products with no inventory data: If Turned On: if a product has no associated inventory in inventory data, then this means the product will be hidden from view. You can add associated inventory or turn off this permission for products without inventory data to appear. 

 

Now that you understand how warehouse, currency, customer groups, price sheets, and inventory settings can work together and separately to control product visibility for buyers, you can take control of your own portal. 

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