Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

Administrators are able to control which items/bundles or categories (of items and bundles) are visible in the portal Catalog.

toc
Panel
minLevel
panelIconId
1
1f512
maxLevel
panelIcon
6
:lock:
outline
panelIconText
false
🔒
typeprintablefalse
bgColor
list
#F4F5F7

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.

Image Removed
Image Added
Image Removed

Note

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.

Image Removed

Image Added

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.

Image Removed

Info

In Checkout Settings > Items Administrators can view invisible items or bundles.

For Agents

:Image Removed

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.”

Image Removed
Image Added

When viewing an Order ticket, Agents can add items to the order. The item dialog that appears shows invisible items.

Image Removed
Image Added

Image Removed

Image AddedImage Added

Image RemovedImage Removed

Image Added

Additionally, when viewing an Order ticket, Agents can add new invisible items that aren’t currently in the item table.

Image Removed
Image AddedImage Added

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.

Image Removed

Image Removed

Image AddedImage Added

Table of Contents
minLevel1
maxLevel6
outlinefalse
typelist
printablefalse

Write into our Support Desk with any questions you have.