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Administrators are able to control which items/bundles or categories (of items and bundles) are visible in the portal Catalog.
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Only users with the Administrators project role can view and edit the Portal Customization page in Checkout. |
Items
For Administrators
When an Item (including an Item Bundle) is added or edited, administrators can set item visibility by toggling the toggle in the upper right-hand corner of the dialog.
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If a Category has been set to invisible, Items and Bundles in that category will not display in the catalog, even if their individual “Display in Catalog” toggle is set to visible (checked). Conversely, if the Item or Bundle is toggled to invisible, while their associated category is set to visible. The Item or Bundle will still not show. Both must be toggled to visible. |
Administrators and Agents are able to see that an item or Bundle has been toggled to not Display in Catalog (invisible) in various places of Checkout by the presence of a crossed-eye icon next to the Item title/name.
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In Checkout Settings > Items Administrators can view invisible items or bundles. |
For Agents
In Checkout (Hub) > Items Agents can view invisible items or bundles. The “Portal Visibility” filter can display only these items/bundles if set to “False.”
When viewing an Order ticket, Agents can add items to the order. The item dialog that appears shows invisible items.
Additionally, when viewing an Order ticket, Agents can add new invisible items that aren’t currently in the item table.
Categories
When a Category is added or edited, administrators can set visibility by toggling the toggle in the upper right-hand corner of the dialog. If this is toggled to not display, all items and bundles in this category will not be visible in the portal Catalog, even if individual items or bundles have their individual “Display in Catalog” toggle set to visible.
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