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💡 If a customer is not part of a collection menu, the Default Collection menu is what they will see when logging in to the PortalX App or PortalX Website.
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Understanding Collection Groups and Item Availability
Collection Menu Groups: Menu Visibility Control
Collection menu groups are a tool for managing the visibility of menus for specific customers and users. They do not control actual access to items. Key points:
- Purpose: Hide or show menus to customise the browsing experience
- Function: Utilises a hierarchical tree structure with checkboxes
- Customisation: Create multiple menus for different purposes or user groups
- No impact on item access: Does not restrict or grant access to individual items
Item Availability: Separate Management
The availability of items for purchase is managed independently from collection groups. There are two primary methods:
- Item Card Setting:
- Use the 'available for sale' option on individual item cards
- Controls whether an item can be purchased, regardless of menu visibility
- Display Cases:
- Used to manage items and customer groups
- Can set specific availability rules for items or groups of items
Key Distinction
- Collection Menu Groups: Control what menus customers see
- Item Availability: Determines what items customers can actually purchase
Understanding this separation ensures proper management of both the shopping experience (through collection groups) and actual product availability (through item settings and display cases).

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