Magento for B2B Commerce, 2.2.x

Creating a Shared Catalog

There are two ways to create a shared catalog. You can create a new shared catalog of either type, or duplicate an existing shared catalog. A newly created shared catalog does not include any products, and is not yet assigned to a company.

When a shared catalog is created, the system automatically creates a customer group by the same name. For example, if you create a custom shared catalog called “ABC Catalog,” a corresponding customer group called “ABC Catalog” is also created. Assigning a company to the shared custom catalog is essentially the same as assigning them to a customer group.

A newly created shared catalog does not include products, custom pricing, or company associations — except for the public catalog which is automatically assigned to guests and to customers who are not associated with a company.

The following aspects of a shared catalog must be set up before it can be used:

  • Catalog Scope
  • Product Selection
  • Custom Prices
  • Company Assignment(s)

Shared Catalogs
  • Field Descriptions

    Field

    Description

    Button Bar

    Back

    Returns to the Shared Catalogs page without saving the new shared catalog.

    Reset

    Clears the form of any unsaved changes, and restores the original catalog detail information.

    Save and Continue Edit

    Saves all changes, and keeps the form open in edit mode.

    Save

    Saves changes, closes the form, and returns to the Shared Catalogs page.

    Catalog Details

    Name

    Identifies the shared catalog throughout the Admin, and in the customer account(s) where it is available. The catalog name should be descriptive and no more than 32 characters in length. You cannot have two shared catalogs with the same name. Maximum characters: 32

    Type

    Custom

    Identifies a catalog with custom pricing that is available only to the specific companies to which it is assigned.

    Public

    Identifies the shared catalog that is available to all guest visitors and to logged-in customers who are not associated with a company. A “default” pubic shared catalog is created when Magento B2B is installed, but must be configured by the administrator. Only one public shared catalog can exist at a time.

    Customer Tax Class

    Determines the tax class that is used for purchases made from the catalog. The options include all available tax classes.

    Description

    A brief explanation of how the catalog is to be used.