Visibility Groups

Visibility Groups control which products are visible to specific customers, customer groups, or sales channels.

Overview

Visibility Groups enable you to:

Restrict product visibility
Create customer-specific catalogs
Manage B2B product access
Control channel availability
Set up exclusive products
Manage product launches

Accessing Visibility Groups

Navigate to Inventory → Visibility Groups from the main menu.

Visibility Group List

Viewing Groups

Visibility Groups

┌────────────────────────────────────────────────────────────────┐
│ Group Name        │ Products │ Customers │ Channels │ Status   │
├────────────────────────────────────────────────────────────────┤
│ All Customers     │ 688      │ All       │ All      │ Default  │
│ VIP Products      │ 45       │ 12        │ Portal   │ Active   │
│ B2B Wholesale     │ 234      │ 89        │ Portal   │ Active   │
│ Retail Only       │ 156      │ All       │ Website  │ Active   │
│ Pre-Launch        │ 8        │ 5         │ None     │ Active   │
│ Clearance Items   │ 67       │ All       │ All      │ Active   │
└────────────────────────────────────────────────────────────────┘

[+ New Visibility Group]

Creating Visibility Groups

New Visibility Group

Click New Visibility Group
Enter group details
Define visibility rules
Assign products
Save group

Group Form

New Visibility Group

Basic Information:
├─ Name: [_________________________]
├─ Code: [_________]
├─ Description:
│  [                                                    ]
└─ Status: [Active ▼]

Visibility Rules:
├─ Who Can See:
│  ○ All customers
│  ○ Specific customer groups
│  ○ Specific customers
│  ○ Nobody (hidden)
│
├─ Customer Groups: (if selected)
│  [ ] VIP Customers
│  [ ] Wholesale Buyers
│  [ ] Retail Customers
│  [x] Gold Tier Members
│
└─ Specific Customers: (if selected)
   [Search customers...]
   ├─ Acme Corporation [Remove]
   └─ [+ Add Customer]

Channel Visibility:
├─ [x] Customer Portal
├─ [x] Public Website
├─ [ ] Mobile App
├─ [x] Internal Sales
└─ [ ] API Access

[Cancel] [Save Group]

Visibility Rules

Rule Types

Rule Type	Description
All Customers	Products visible to everyone
Customer Groups	Visible to selected groups
Specific Customers	Named customer access
Nobody	Hidden from all catalogs
Logged In Only	Requires authentication

Rule Priority

Visibility Rule Priority

Rules are evaluated in order:

1. Product-level overrides (highest priority)
   ├─ Explicit customer assignments
   └─ Product visibility flags

2. Visibility Group rules
   ├─ Group membership checked
   └─ Channel access verified

3. Category visibility (if applicable)
   ├─ Category-level restrictions
   └─ Inherited from parent

4. Default visibility (lowest priority)
   └─ System default settings

Combining Rules

Multiple Visibility Rules

Product: Premium Widget Pro

Applied Rules:
├─ Visibility Group: VIP Products
│  └─ Visible to: VIP Customers, Gold Tier
│
├─ Visibility Group: B2B Wholesale
│  └─ Visible to: Wholesale Buyers
│
└─ Result: Visible to VIP, Gold Tier, AND Wholesale

Combined Access:
├─ VIP Customers: ✓
├─ Gold Tier Members: ✓
├─ Wholesale Buyers: ✓
├─ Regular Customers: ✗
└─ Guest Users: ✗

Assigning Products

Add Products to Group

Add Products to Group: VIP Products

Current Products: 45

Search Products: [_________________________] [Filter ▼]

Available Products:
┌────────────────────────────────────────────────────────────┐
│ [x] │ Premium Widget Pro  │ WDG-PRO-001 │ Electronics    │
│ [x] │ Exclusive Gadget    │ GDG-EXC-001 │ Electronics    │
│ [ ] │ Standard Widget     │ WDG-STD-001 │ Electronics    │
│ [x] │ Gold Service Plan   │ SVC-GLD-001 │ Services       │
└────────────────────────────────────────────────────────────┘

Selected: 3 products

Assignment Options:
○ Add to this group only
○ Add to this group and remove from others
○ Replace all products in this group

[Cancel] [Add Products]

Bulk Assignment

Go to Inventory → Products
Select multiple products
Click Actions → Set Visibility
Choose visibility group(s)
Apply changes

Customer Assignment

Adding Customers

Manage Customer Access: VIP Products

Current Access: 12 customers

Add Customers:
├─ By Customer Group:
│  [ ] VIP Customers (all 45 members)
│  [ ] Gold Tier (all 23 members)
│  [x] Selected customers only
│
└─ Individual Customers:
   [Search customers...]

   Assigned Customers:
   ┌────────────────────────────────────────────────────────┐
   │ Customer           │ Group       │ Since     │ Action  │
   ├────────────────────────────────────────────────────────┤
   │ Acme Corporation   │ VIP         │ Jan 1, 26│ [Remove] │
   │ TechStart Inc      │ Gold Tier   │ Dec 15   │ [Remove] │
   │ Global Supplies    │ Wholesale   │ Nov 20   │ [Remove] │
   └────────────────────────────────────────────────────────┘

[Save Customer Access]

Channel Configuration

Channel Settings

Channel Visibility: VIP Products

Sales Channels:
┌────────────────────────────────────────────────────────────┐
│ Channel           │ Enabled │ Additional Settings          │
├────────────────────────────────────────────────────────────┤
│ Customer Portal   │ [x]     │ Show pricing: [x]            │
│ Public Website    │ [ ]     │ -                            │
│ Mobile App        │ [x]     │ Push notifications: [x]      │
│ Internal Sales    │ [x]     │ Show to all reps: [ ]        │
│ API Access        │ [x]     │ Require auth: [x]            │
│ POS System        │ [ ]     │ -                            │
└────────────────────────────────────────────────────────────┘

Channel-Specific Rules:
├─ Portal: Require customer login
├─ Mobile: Show exclusive badge
└─ Internal: Available to senior reps only

[Save Channel Settings]

Time-Based Visibility

Scheduled Visibility

Schedule Visibility: Pre-Launch Products

Timing:
├─ Start Date: [02/01/2026] [09:00 AM]
├─ End Date: [___________] [________] (optional)
└─ Time Zone: [EST ▼]

Before Start Date:
○ Hidden completely
○ Show "Coming Soon" placeholder
○ Show to preview group only

After End Date (if set):
○ Keep visible
○ Hide automatically
○ Move to different group

Notifications:
[ ] Notify customers when visible
[ ] Notify sales team
[x] Send reminder 24 hours before

[Save Schedule]

Launch Planning

Product Launch: New Widget Series

Launch Date: February 1, 2026 at 9:00 AM EST

Pre-Launch Access:
├─ Internal team: Now
├─ VIP customers: January 25, 2026
├─ Beta testers: January 28, 2026
└─ General availability: February 1, 2026

Countdown:
├─ Days until VIP access: 3
├─ Days until beta: 6
└─ Days until launch: 10

[Edit Launch Schedule]

Visibility Reports

Access Report

Visibility Report: VIP Products

Product Visibility Summary:
├─ Total Products: 45
├─ Customers with Access: 12
├─ Customer Groups: 2
└─ Active Channels: 3

Product Access Matrix:
┌────────────────────────────────────────────────────────────┐
│ Product             │ Portal │ Website │ Mobile │ Internal │
├────────────────────────────────────────────────────────────┤
│ Premium Widget Pro  │ ✓      │ ✗       │ ✓      │ ✓        │
│ Exclusive Gadget    │ ✓      │ ✗       │ ✓      │ ✓        │
│ Gold Service Plan   │ ✓      │ ✗       │ ✗      │ ✓        │
└────────────────────────────────────────────────────────────┘

[Export Report]

Customer Access Report

Customer Access Report

Customer: Acme Corporation

Visible Products: 234

By Visibility Group:
├─ All Customers: 688 products
├─ VIP Products: 45 products
├─ B2B Wholesale: 234 products
└─ Exclusive access: 12 products

Hidden Products: 156
├─ Retail Only: 156 products

[View Customer Catalog]

Product Preview

Customer View Preview

Preview Catalog As: [Select Customer ▼]

Selected: Acme Corporation (VIP + Wholesale)

Catalog Preview:
┌────────────────────────────────────────────────────────────┐
│ Product              │ Price     │ Group        │ Channel  │
├────────────────────────────────────────────────────────────┤
│ Premium Widget Pro   │ $89.99    │ VIP          │ Portal   │
│ Standard Widget      │ $49.99    │ All          │ All      │
│ Wholesale Pack (100) │ $3,499.00 │ B2B          │ Portal   │
│ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│
│ ⚠️ Hidden from this customer:                              │
│ Retail Display Kit   │ -         │ Retail Only  │ Website  │
└────────────────────────────────────────────────────────────┘

[Exit Preview]

Best Practices

Group Organization

Use clear, descriptive names
Document group purposes
Keep groups manageable
Review periodically

Access Control

Start restrictive, expand as needed
Test visibility before launch
Document customer agreements
Audit access regularly

Channel Management

Align with business strategy
Consider customer experience
Test across all channels
Monitor for inconsistencies

Troubleshooting

Common Issues

Product not visible to customer

Check customer group membership
Verify visibility group assignment
Review channel settings
Check schedule dates

Product visible when should be hidden

Review all visibility groups
Check for "All Customers" assignment
Verify rule priority
Clear catalog cache

Visibility changes not applying

Allow time for sync
Clear customer's session
Rebuild product index
Check for conflicts

Schedule not triggering

Verify timezone settings
Check system time
Review start/end dates
Check notification logs

Visibility Groups ​

Overview ​

Accessing Visibility Groups ​

Visibility Group List ​

Viewing Groups ​

Creating Visibility Groups ​

New Visibility Group ​

Group Form ​

Visibility Rules ​

Rule Types ​

Rule Priority ​

Combining Rules ​

Assigning Products ​

Add Products to Group ​

Bulk Assignment ​

Customer Assignment ​

Adding Customers ​

Channel Configuration ​

Channel Settings ​

Time-Based Visibility ​

Scheduled Visibility ​

Launch Planning ​

Visibility Reports ​

Access Report ​

Customer Access Report ​

Product Preview ​

Customer View Preview ​

Best Practices ​

Group Organization ​

Access Control ​

Channel Management ​

Troubleshooting ​

Common Issues ​