"Private" Items for specific customer(s) only?
Answered
New challege for us (hoping the I.O. family can help)...
We are going to be managing inflatables for a local organization that owns their own custom branded units. They own them, but we need to store, maintain, deploy, staff, teardown, and transport them.
Here's the issue: If I simply add them to our inventory, they will display as available to all customers (which they are not)... but if I do not put them in inventory, I cannot properly track their use and maintenance using packing lists, etc.
What crossed my mind was an "exclusive" category, tag, or custom field that would make them available only to this specific customer. Is there ANY way to creatively get this done with I.O.?
The same question
If you use the category "hidden" it will not show on your website but does allow to be seen and applied on a lead. Not sure if that will help you.
If you use the category "hidden" it will not show on your website but does allow to be seen and applied on a lead. Not sure if that will help you.
Under the items "advanced" settings there's a check mark to remove from the quote page. If you do this it won't show on site but will show on the leads for you add when needed
Under the items "advanced" settings there's a check mark to remove from the quote page. If you do this it won't show on site but will show on the leads for you add when needed
Several options as you can see. One you may try would be to create a new page group and assign those items ONLY to that page group. Then that customer can get it's own checkout experience. I believe anything in that page group will not show on the website either unless you have a multi location site and that page group assigned as a checkout group. You'd still be able to add them to orders on the backend. Benefit of this is also that you can send them their own quote request page to book what they want instead of always contacting the office.
Several options as you can see. One you may try would be to create a new page group and assign those items ONLY to that page group. Then that customer can get it's own checkout experience. I believe anything in that page group will not show on the website either unless you have a multi location site and that page group assigned as a checkout group. You'd still be able to add them to orders on the backend. Benefit of this is also that you can send them their own quote request page to book what they want instead of always contacting the office.
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