This guide provides a comprehensive overview of using visibility tags in Ordermentum to manage product visibility across your catalogue.
It explains what visibility tags are, why they were introduced, and how they simplify visibility management. The guide also includes best practices, step-by-step instructions for applying visibility tags to products and customers, and answers to frequently asked questions.
Table of Contents
Introduction to Visibility Tags
What are Visibility Tags?
Visibility tags are a powerful new way to manage product visibility across your catalogue in Ordermentum. They allow you to control which customers see which products by simply applying tags to both. If a product and a customer share the same visibility tag, the customer will be able to see that product.
Why Did We Make This Change?
Previously, managing product visibility required grouping customers, which could be challenging, especially for suppliers with complex catalogues. The introduction of visibility tags simplifies this process, offering a more customizable and intuitive approach. Tags eliminate the need for extensive visibility groups, streamline management, and ensure customers only see the products they are intended to.
Visibility Tags Best Practices
After familiarising yourself with the basics of visibility tags, refer to our Visibility Tags Best Practices article for tips on effectively setting up and managing your product visibility.
How to Use Visibility Tags
Adding a Visibility Tag to a Product
Navigate to the product details page.
Go to the Visibility section, located below Price Management.
If the product has variants, manage visibility from the pop-up that appears after pressing the “Edit” button.
New products or variants will automatically have default visibility tags applied. To modify these tags, click the "X" to remove unwanted tags or search for and add new ones.
Example: Create a tag named “Exclusive.” Any customer with the “Exclusive” tag can now see this product.
Adding a Visibility Tag to a Customer
Navigate to the customer details page.
Locate the Visibility section under Payment & Trading Terms tab in the 'Trading Terms' section.
New customers automatically receive default visibility tags. To adjust these, click the “X” to remove tags or search for and add new ones.
Example: Add the “Exclusive” tag to a customer so they can view products tagged with “Exclusive.”
Adding or Removing a Visibility Tag from Multiple Products
From the Product List page, select the products you want to update.
Click the Actions button and select Update Visibility.
In the pop-up, choose Add or Remove, then search for the tag you want to apply or remove.
Click Submit to apply your changes to the selected products.
Adding or Removing a Visibility Tag from Multiple Customers
From the Customers page, select the customers you want to update.
Click the Actions button and select Update Visibility.
In the pop-up, choose Add or Remove, then search for the tag you want to apply or remove.
Click Submit to apply your changes to the selected customers.
Default Product Visibility
All new products and customers are assigned default visibility tags, which can be configured under Settings > Features > Default Product Visibility. Typically, you start with a tag like “All customers.” You can add or remove default tags as needed. These defaults also control what is visible in your Growth Engine digital catalogue.
Frequently Asked Questions (FAQs)
How many tags can I have?
You can create as many tags as needed, but most products or customers will only require a few tags. Contact your success manager if you have questions.Can I use the product import CSV to configure visibility tags?
Yes, the product import CSV includes visibility tags and can update them when uploaded.Can I use the customer import CSV to configure visibility tags?
Yes, the customer import CSV includes visibility tags and can update them when uploaded.Where have my Groups gone?
All groups have been converted into Tags and can be easily managed per customer or product.Can I see all the products with a specific tag?
Yes, use the search bar on the product listing page. Select “Visibility” and type the tag name to filter products accordingly.Can I see all the customers with a specific tag?
Yes, use the search filter on the customer list page. Select “Visibility” and type the tag name to filter customers accordingly.What happened to the "Apply to all visibility groups" function?
The bulk actions feature now allows you to apply tags to all customers or products, replacing the need for “apply to all visibility groups.” Create an “All customers” tag and add it to your entire customer base, then apply this tag to any product you want all customers to see. For more details, refer to the best practices guide.