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  • the customer account must have contract product records in the ERP (and these are which have been integrated online).  
  • the user has a Role with the following flags enabled: Filter Contract Items + Filter Non Contract Items. Update in the CMS via Users → Roles, on the Functions tab. 

     

Learn more: Highlight Contract Items

Step-by-step guide 

  1. In the CMS, go to Content → Content → Pages & Templates.

  2. Select the Product List template.

  3. Locate the appropriate zone in your layout and add the Contract Item Filter Widget (we chose zone: Feature).
     

  4. To open the widget's settings, click Edit.

  5. Update the values as required. See:  Contract Item Filter Widget.
     

  6. Click Save.

TESTING

  1. In another browser or incognito window, launch your website. 

  2. Login as a B2B user on an account with contract products already set up in the ERP.
     
  3. Go to a category containing contract products, or search using a term that will return contract products.

  4. Verify that Contract Item Filtering appears in the layout according to your placement of the widget.
     

  5. Test that the filter options work as expected, and that messages update appropriately.


Tip

On classic site versions? See: Highlight Contract Products to Customer.

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titleContract Products Not Filtering?

Check the setting is correct for Contract Item Source on the Items tab (SettingsSettingsIntegration).

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Related Resources


Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
excludeCurrenttrue
cqllabel = "widgetcontract-ribbons" and type = "page" and title ~ "'contract items'"
labelshow-to cms

Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
excludeCurrenttrue
cqllabel = "contract-ribbonswidget" and type = "page" and title ~ "'contract items'"
labelshow-to cms