Using Site Groups to create product portals for customers.

PRESSERO > *Pressero FAQs
Product portals (aka, customer portals) are a mini "store within a store" alternative to creating an entire B2B store dedicated to one customer. A B2C store can have an unlimited number of these mini stores, each private and not available to the general public. A customer's product portal is exclusively available to them based on login.
 
You may have a customer who wants their product catalog and or special pricing in an online store, but they don't need the extra features of a B2B and/or you don't want to spend the time creating an entire store for this one client.
 
You can use the Pressero admin Site Group feature with one of your existing B2C stores to create special, private, login-based stores within the B2C store. Each customer/product portal is based on a Site Group. The group-based portal could be for a company, a division or department or location within a company, or even an individual person.
 
When a member of a special site group logs in, they can see products and/or pricing specific to their group. In this way, repeat customers can be privately catered to within an existing retail store. Others using the store who are not members of the special site group will not see or have access to the portal.
 
Pros:
  • You don't need to create an entire store for a customer.
  • Instead, they can use an existing B2C you have setup for the general public, or you can use one private B2B setup expressly for catering to a mix of smaller repeat customers.
  • You can create as many site groups as needed. So 3 or 4 or 40 clients could share a store without ever knowing about each other or seeing each others products or pricing.
 
Cons:
  • Unlike a standard B2B implementation, the url, branding, color scheme, shipping and payment framework of the B2C (or B2B) they log into will not be exclusive to them.
  • Their company name will not be in the store's URL, their logo and color scheme will not be used for the store, your UPS, FedEx, etc. accounts will be used in the B2C or B2B store, not theirs.
  • Using site groups in this way is less personalized to their company than a B2B.
  • If a mix of customers are sharing a B2C, some commonly used B2B functions such as custom order approval plans, budgets, client control of fellow users and or Assets, in-store reports, and inventory fulfillment may be limited or no longer suitable because the store is not exclusive to one client/company. 
Related:
Site Groups https://support.aleyant.com/kb/a258/ch_-046-creating-site-groups.aspx