You can find this section under Trade Site > Trade Customer Categories in the IRP left navigation menu.
You use this section to create categories for your trade customers and assign specific Price Lists to those categories. These Price Lists will be ones that you have branched off from your Default Price List. When trade customers are setting up an account on the front-end /Trade/MyAccount/AccountSetup.aspx page they will then have to select the category that applies to them.
This feature ensures that each category of trade customer sees only the products that you want them to.
The TradeCustomerCategories.aspx page appears as follows:
You can use the search bar at the top of the page to find any Trade Customer Category in the system. If you expand 'Other Options' you can filter the search results by their Active status.
You can see the following details in the main grid:
- ID: This is the unique IRP identifier for this Trade Customer Category, added automatically by the IRP.
- Active: Active Trade Customer Categories will appear on the Trade site Account Signup page and will be a required entry. Additionally, Active Trade Customer Categories will appear on the Trade Site section of the Admin Customer Edit page, and are not a required entry.
- Category Name: This is the language-specific name for this Trade Customer Category.
- Default Trade Price List: This is the Trade Price List which will be automatically assigned to the Customer account upon Trade Account signup.
- [Delete check box]: Select this check box if you want to delete a Trade Customer Category, then click the Delete Selected Trade Customer Categories button.
- Edit: Click this button to make changes to an existing Trade Customer Category. For more details, see How to Add or Edit a Trade Customer Category.
You can also see the Customer Category within the 'Trade Settings' section of the CustomerEdit.aspx page. See Customers for more information.
