Items Available only to Certified Customers

This topic applies to

Applies to

Commerce Web Stores

 

 

Company C supplies equipment and chemicals to laboratories. It sells only to customers who have received training and are certified to use the equipment and chemicals. It also sells online training courses to people interested in becoming certified.

Another factor is that the training is manufacturer-specific. The certification for manufacturer A covers all its equipment and chemicals. However, Manufacturer B requires separate certification for its equipment and its chemicals.

Design

First, Company C needs to decide how to segment their items and customers. Let’s look at how their answers to some important questions helps to design PCV:

Question

Answer

Design Input

What are the customer groups I need?

Certified Customers (Manufacturer A), Certified Customers (Manufacturer B equipment), Certified Customers (Manufacturer B chemicals), and non-Certified Customers

Certified Customers (Manufacturer A), Certified Customers (Manufacturer B equipment) and Certified Customers (Manufacturer B chemicals). Non-Certified Customers could possibly be ‘All Users’ but it will depend on other answers.

On what basis will I assign a customer to one group or the other?

We are the exclusive suppliers of training for Manufacturer B. If the customer has bought and successfully completed the classroom-based equipment training course, the instructor fills in a form, which automatically updates the customer record to show that they are now certified. If the customer has bought the online chemicals training course from us, when the customer completes the course, their customer record is automatically updated to show that the customer is now certified. The customer should be automatically included in the correct certified group based on the information in the customer record.

Manufacturer A has different suppliers for its certifications so a customer who wants to buy Manufacturer A products from us has to email Customer Support and provide proof of certification. If the customer has bought the training course from us, their customer record is automatically updated upon completion of the training.

Certified Customers (Manufacturer B equipment) and Certified Customers (Manufacturer B chemicals) should be dynamic customer groups that use saved searches based on the custom Certification fields on the customer record.

Certified Customers (Manufacturer A) should be a static customer group so that Customer Support can manually add customers to it when they receive proof of certification. However, it would make more sense to have a dynamic group for the customers who buy the training from Company C. It would be a better customer experience if such customers did not have to have to send in evidence of completing a course. Therefore, we can have two groups for such customers - a static one for external certification and a dynamic one for internal certification.

Do I want any of my customers to be in more than one customer group?

Yes. We support three certifications - Manufacturer A, Manufacturer B (equipment) and Manufacturer B (chemicals). Customers can have one or more of these certifications so should be in the customer group for whichever certification they have.

We need to give consideration to what items customers in more than one group can see.

What item segments do I need?

Manufacturer A Products, Manufacturer B Equipment, Manufacturer B Chemicals, Certification Courses

Item segment to be created - Manufacturer A Products, Manufacturer B Equipment, Manufacturer B Chemicals, and Certification Courses

On what basis do I want to assign an item to one segment or another?

For equipment and chemicals, based first on manufacturer and then on type of item. For certification courses, based on type of item.

Use mass updates to assign items to item collections. For certification courses, there are only three courses so they can be added manually.

Do the item segments correspond to the sections in my website navigation or are they different?

They are different. The website is categorized by type of product, for example, microscopes, electronic burettes etc.

Since company C does not already use Commerce Categories and because the navigation structure is not identical to the item segments needed, it is best to use item collections for the item segments.

Which item segments should be visible to my customer segments?

  • Certified Customers (Manufacturer A external) - Manufacturer A Products, Certification Courses

  • Certified Customers (Manufacturer A internal) - Manufacturer A Products, Certification Courses

  • Certified Customers (Manufacturer B equipment) - Manufacturer B Equipment, Certification Courses

  • Certified Customers (Manufacturer B chemicals) - Manufacturer B Chemicals, Certification Courses

  • Non-Certified Customers - Certification Courses

    It is time to expand our understanding of the requirements for this group. Some further questions:

    • Can customers with one certification see the other certification courses? - Yes, they can

    • Can customers with a certification see the certification course they have already completed? – Yes, they can

    • Can any visitor to the website see the certification courses? - No, we do not sell to the general public at all. Our customers are schools, universities etc. Only their members can buy from us.

  • Certified Customers (Manufacturer A external) and Certified Customers (Manufacturer A internal) customer groups mapped to Manufacturer A Products and Certification Courses

  • Certified Customers (Manufacturer B equipment) group mapped to Manufacturer B Equipment and Certification Courses

  • Certified Customers (Manufacturer B chemicals) mapped to Manufacturer B Chemicals and Certification Courses

  • Recognized and Logged In Customers mapped to Certification Courses

Who should be able to view any items that are not in item segments mapped to a customer segment?

All item segments should be mapped to customer segments. If there are any items that are not in item segments, it is because they have not yet been classified. They should not be visible to any customer.

The unmapped items visibility should be set to ‘Hidden from All Users’.

Do all my customers fall into one or more customer groups or do I have some ‘leftover’ customers? What items, if any, do I want the leftover customers to see?

We do not sell to the general public. If a person who is not a registered customer visits our website, they should not see any products for sale.

All certified customers will be in one or more customer groups. Non-certified customers who are recognized and logged in can see only the certification courses. Any customer who is not logged in or recognized should not see any products at all.

Implementation

From the design inputs, Company C creates the following in NetSuite:

  • Three saved searches that return customers certified by Company C on Manufacturer A products, customers certified on Manufacturer B equipment, and customers certified on Manufacturer B chemicals respectively

  • Customer Groups (dynamic based on the saved searches): Certified Customers (Manufacturer A internal), Certified Customers (Manufacturer B equipment), Certified Customers (Manufacturer B chemicals)

  • Customer Group (static, to be updated by Customer Support): Certified Customers (Manufacturer A external)

  • Item Collections: Manufacturer A Products, Manufacturer B Equipment, Manufacturer B Chemicals, Certification Courses

  • Personalized Catalog View Setup:

    • Manufacturer A Products item collection mapped to Certified Customers (Manufacturer A internal) and Certified Customers (Manufacturer A external) customer groups

    • Manufacturer B Equipment item collection mapped to Certified Customers (Manufacturer B equipment) customer group

    • Manufacturer B Chemicals item collection mapped to Certified Customers (Manufacturer B chemicals) customer group

    • Certified Course item collection mapped to Recognized and Logged In Customers

    • Sets Visibility of Unmapped Items toggle to display “Items not mapped to a Customer Segment are HIDDEN from all users”.