Customer and Sales Rep PDF Catalogs
Customers and sales reps can access and generate PDF catalogs through your B2B Wave eCommerce platform. This way, you do not have to send your digital catalog to them every time you update. This article will walk you through allowing them to access your PDF catalog.
Allowing Customers to Access your PDF Catalog
You can allow your customers to generate their PDF catalog in real-time. To enable this option, follow these steps:
Step 1. Go to Settings >Profile menu.
Step 2. Click the “Application configuration” tab, look for the “Customers layout” section, check the “Allow customers to download PDF catalog,” and click “Save.”
Once you enable this option, customers can download your PDF catalog directly from your B2B storefront.
Allowing Sales Reps to Generate PDF Catalogs
You can also permit your sales reps to generate their PDF catalog. To do this:
Step 1. Go to the Sales Rep menu on your Admin Panel.
Step 2. Click the sales rep for whom you want to enable this option.
Step 3. On the “Editing Sales Rep,” click the “Other permissions” tab, check the “Allow to generate PDF catalog” box, and click “Save.”
Sales reps can create a PDF catalog for different product categories and price lists and then distribute it to the customers they manage by accessing the PDF Catalog menu through the Sales Rep Panel.