A product catalogue for each customer
A customer catalogue in Rapido is the set of Accredo products a trade customer is allowed to see and order, built from filter profiles on your Accredo product fields.
Step by step.
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Build filter profiles
A profile is a list of values for Accredo product fields, for example a set of stock groups or IC categories.
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Assign profiles to customers
Give each customer one or more profiles. Branch accounts take their head office’s profiles if they have none of their own.
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Set a default
Customers with no profile of their own get your default profile, so new accounts see the right range straight away.
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The catalogue applies everywhere
Browsing, search, the Popular list, spreadsheet uploads and PDF order uploads all use the same list.
How do I hide products from some trade customers?
Create a profile that matches the products they should see, for example by stock group, and assign it to those customers. Products outside their profiles don’t appear for them.
Can some products be hidden from everyone?
Yes. You can name Accredo stock groups that never appear in the portal, such as a “not for web” group. Inactive products are never shown, and a single product can also be marked not to show.
Do prices affect what customers see?
Yes. A product with no selling price at the customer’s price level is left out of their catalogue, so it doesn’t get ordered at zero by mistake.
What syncs from Accredo, and how often
| Data | From Accredo | How often |
|---|---|---|
| Product fields used by profiles | Product | Every 30 seconds |
| Bill-to links for branch accounts | Customer | Every 30 seconds |
Rapido checks Accredo for changed records every 30 seconds and copies them to the portal. Statements and invoice PDFs are printed by Accredo when the customer asks for them, and orders are sent to Accredo as soon as they are placed.
Filter profiles, a default profile and hidden stock groups are switched on per portal.
Customer catalogues questions.
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Can each customer see a different product range?
Yes. Assign filter profiles built on Accredo product fields, and each customer sees the products their profiles match and nothing else. -
Do spreadsheet and PDF uploads use the customer’s catalogue?
Yes. Search, spreadsheet upload and PDF order upload all work from the customer’s own catalogue. -
Do branch accounts need their own profiles?
No. A branch with no profiles uses the profiles on its bill-to account in Accredo.
See it on your own Accredo data.
A 30-minute call. We connect to your Accredo and show you the portal with your real customers and prices.