Create shopping controls

Set conditions to control the visibility of supplier products for an employee or a department who visits the ShoppingHub portal. ShoppingHub administrators can manage access to products based on categories, suppliers, or any attribute related to a supplier product.​

Before you begin

Role required: sn_shop.shopping_hub_admin

About this task

Employees who meet these conditions cannot see products from specified suppliers or product categories while browsing or searching on the ShoppingHub portal.

For example, you define a shopping control for an employee, Jane Doe, to exclude visibility for all products of the Apparel and Bags category. So, Jane Doe cannot see any products of this category on the ShoppingHub portal.

Also, these supplier products are not visible on the ShoppingHub portal when another employee shops as a delegate on behalf of Jane Doe.

Shopping controls can be overridden with employee credits. For details, see Shopping controls overridden by credits.

Procedure

1. Navigate to All > ShoppingHub > Administration > Shopping Controls.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Shopping Control form

   Field	Description
   Short description	Description of the shopping control For example, Shopping Control for Jane Doe.
   Active	Check box to determine if this shopping control is active.
   Employee Exclusion Criteria section
   User criteria	Select from existing user criteria to whom the controls must apply.
   User conditions	Define conditions to identify the user to whom the shopping controls must apply. For example, User ID is jane.doe.
   Supplier Product Criteria section
   Exclude supplier products if	Define conditions to identify products that must not be visible to the employees who meet the defined user conditions. For example, Product Category is Computer Displays OR Max known price is 1000 USD.

   Note:

   If the shopping control is set to Active, a scheduled job is run once per day to find and update any new users or supplier products with the appropriate controls. This job considers:

   • Users created after the last scheduled job run time.
   • Supplier products created after the last scheduled job run time
4. Select Submit.

What to do next

• Apply the shopping control to your users and product catalog:
  1. Open the shopping control record you created.
  2. Select Implement control.
  3. Reload the form:
     • The User Control related list is populated with the records of users as defined in Employee Exclusion Criteria.
     • The Supplier Products related list is populated with the records of supplier products that meet the conditions in Supplier Product Criteria.
• You can choose to deactivate any active shopping control.
  1. Deselect the Active check box.
  2. select Update

  Any user which references to this shopping control is then updated so that this control is no longer applied to that user. On reloading the form, you can see that the User Control and Supplier Products related lists are empty.