Personalized catalog views

PCV enables you to group your customers and give each group access to a tailored selection of items.If we want to show particular items for a set of customers then we can use PCV.

To enable personalized catalog views:

1. Go to Setup > Company > Setup Tasks > Enable Features (Administrator).
2. Click the Items & Inventory subtab.
3. Check the Personalized Catalog Views box.
4. On the Web Presence subtab, check:
   • Commerce Categories – Do this only if you want to use commerce categories as item segments
   • Site Management Tools – Do this to use SMT to verify PCV
5. On the Analytics subtab, check the SuiteAnalytics Workbook box. Do this to use SuiteAnalytics Workbooks to verify PCV.
6. Click Save.

Defining Customer Segments

A customer segment is a group of customers for whom you can configure a personalized catalog view. PCV supports the following customer segments:

1.Customer Groups – you can create these segments using the NetSuite entity groups feature. They can be:

Static – use static groups to create a personalized catalog view for a single customer or a group of unrelated customers. You can choose each customer to be included in the group.

Dynamic – use dynamic groups to create a personalized catalog view for a group of customers who have something in common, for example, West Coast customers or customers who have placed $10,000 worth of orders. You can use saved searches to define these groups.

2.Anonymous Users – this segment consists of website visitors who are not logged in and whom the website cannot recognize in any way, for example, through session data or browser cookies.

3.Recognized and Logged In Users – this segment consists of website visitors who are either logged in or visitors whom the website can recognize, for example, by using session data or browser cookies.

4.All Users – this segment consists of all visitors to the website, regardless of whether the visitors belong to another customer segment or not. By default, all items are visible to all users.

Defining Item Segments

An item segment is a group of items that can be made visible to one or more customer segments. PCV supports the following item segments:

• Item Collections – you can add specific items to an item collection record either manually or by using a mass update.
• Commerce Categories – these enable you to create a hierarchical structure of product categories, subcategories, and products for display on your website. If you use commerce categories to organize and display products on your website, you can also use them in PCV to display specific commerce categories to selected customer segments.
• Unmapped Items – this is not a true item segment. Instead, it is the way NetSuite groups all items that are not mapped to a customer segment. This could either be because the items are not included in any item segments, or because the item segments, in which they are included, are not mapped to any customer segments.

To define which customer segments can access item segments:

1. Go to Commerce > Marketing > Personalization > Customer Segments Manager (Administrator).
2. Click Add Item Segments.
3. In the Available pane, depending on the type of item segment you want to map, select either Item Collection or Commerce Category from the list.
4. Select the item segments you want to define visibility for and click > to move them to the Selected pane. You can use the Shift and Ctrl keys on your keyboard to select more than one value or to clear a value.To search the list of item segments, use the filter at the top of the list of item segments.
5. Click Add to add the selected item segments to the Customer Segments Manager matrix.To remove an item segment from the matrix, click the icon in the Remove column.
6. If you want all members of a customer segment to be able to:
   • View and buy items in the item segment – click in the Customer Segments selection area next to the Display Fully website visibility level, and select one or more customer segments
   • View item prices but not buy items in the item segment – click in the Customer Segments selection area next to the Disable Purchase website visibility level, and select one or more customer segments
   • View items but not view prices or buy items in the item segment – click in the Customer Segments selection area next to the Disable Purchase and Hide Price website visibility level, and select one or more customer segmentsNote If you have a SuiteCommerce Advanced website, the following visibility options can be used only after you have upgraded to the 2020.2 release of SuiteCommerce Advanced or later:
     • Disable Purchase
     • Disable Purchase and Hide PriceDo not use these options if your site is using a SuiteCommerce Advanced release prior to 2020.2.To remove an customer segment from the selection area, click the cross icon next to it.
7. When you have completed mapping item segments to customer segments, click Save.To verify if the personalized catalog views are set up correctly, click Save & View Site or Save & View Report.