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Business Rules

Rules that govern how line sheets publish and how products appear to buyers.

In this guide:

Publication Rules

Publish Date Behavior

A new line sheet's Publish start date cannot be set in the past. Once saved, the catalog becomes eligible to show the moment today's date reaches that start date, provided Status allows it.

End Date Behavior

An end date, when set, must be after the start date. Once it passes, visibility ends automatically.

Automatic Status Changes

B2B Plus suggests and can automatically move a line sheet between Scheduled, Published, and Unpublished based solely on the configured dates — no manual toggling is required once dates are set correctly.

Catalog Rules

Catalog Type Assignment

Every line sheet must have exactly one catalog type — Immediate, Future, Prebook, or All — which applies to all products in that line sheet.

Product Visibility

Products that are available in a company's assigned catalog are visible to that company's customers; products outside any catalog a customer's company is assigned to are not shown to them.

Product Availability

Even when a product is included in a published line sheet, its actual sellable quantity still follows the underlying Inventory record for that catalog type. See Catalog Types and the Inventory module.