How can I control which elements of my Universal Catalog v7 my trading partners can access?

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Trading Partner Access now enables you to control which elements of your Catalog specific partners can access at both the Selection Code and Product-levels

The default setting is for all of your trading partners to have access to your item data however you are able to restrict access by selection code and product ID in the Trading Partner Access menu.

Search

  1. Use the search options to view catalog access by catalog, trading partner, or access type.

  2. Use the drop-down menu to select the search parameters, and click Search to view the search results.




  3. The trading partner list will appear based on the criteria in the search filter.

    The Access Type column shows your trading partner's (in Trading Partner Company column) visibility to the catalog listed in the Catalog column.



  4. Click the dialog box for the desired access for the trading partner listed in the Trading Partner Company column.



  • Unrestricted will give your trading partner full access to all selection codes in the catalog.

  • Selection Code will allow you to select which selection code(s) your trading partner will see.



  • Click Selection Code List to set the selection codes to set the selection code visibility criteria. The Selection Code List view will appear.


  • Use Search to find a specific selection code, or view the list below.




  • NOTE: The Item Count column indicates the number of valid items within the selection code.

  • Click the dialog box for the desired access type. (Unrestricted, Restricted, or Product)




    • Unrestricted will grant your trading partner full access to all products within the stated selection code.

    • Restricted will prohibit your trading partner from seeing all products within the stated selection code.

    • Product will allow you to select which products, within the stated selection code, your trading partner will see. This will cause the Product List button to appear below.





  • Click Product List to view the list of products within the stated selection code.

  • Use Search to find a specific product, or scroll through the list below.



  • NOTE: The Items column indicates the number of valid items within the product ID.

  • Click the dialog box for the desired access type. (Unrestricted, Restricted)



    • Unrestricted will grant your trading partner full access to the stated product.

    • Restricted will prohibit your trading partner from access to the stated product.


    Photo of Laura

    Laura, Catalog Specialist

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    Posted 5 years ago

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    Photo of Heidi Fryzell

    Heidi Fryzell

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    If I restrict a category for a partner. Can they still see the category or is it totally invisible?

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