Product availability made simple

Modified on Mon, 18 Mar 2024 at 02:34 PM

Product availability helps you manage which products are available at each of your customers. This functionality helps you limit the availability of certain products to the customers of your choice. You can also limit the sale of certain unit sizes to different customers (E.g. single units are available to all customers but 6 packs are only available to your "gold class" customers).

 

Here is how you can set up this awesome functionality.

 

Step 1:

Set up a customer field that you will use to control product availability. You do this by navigating to Skynamo > settings > customer fields. Click here for more info. This field needs to be a "single select dropdown box".

 

I called my field "customer class" and created three options: "gold, silver, bronze":

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As seen above, make sure that the "can filter on this field" option is selected.

 

Step 2:

Navigate to a customer on Skynamo and apply the filterable field we just created. I will give my customer the "gold" classification:

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Please note that this can be done in bulk. Click here to see how.

 

Step 3:

Find and open one of your products > click on order units > click on the pencil icon to edit one of the order units:

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Set up the customer class field in the same way as we just set it up for the customer. I will select "gold" under the customer class field again. Don't forget to click save.

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That's it! Your product will now only be available to the the "gold" class customers.

 

How to do this in bulk:

1. Make sure that an appropriate field is set up (like my "customer class field").

2. Download and populate the template I have attached to this article. The index sheet within the file explains how to complete the sheet.

3. Import the sheet back to Skynamo. Click here to see how.

 

Here is how I am making my "K-APP001" product only available to "Gold" customers:

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