Is this feature disabled?
This feature needs to be switched on for your site by Commerce Vision.
Settings: Product Maintenance must be in web mode
Overview
Use the Product Restrictions feature to create and apply product availability rules in the CMS instead of using ERP-integrated ones. A rule specifies which user groups can view/buy which products based on product, product group (or category), and/or stock warehouse. Rules can be created for a few products or cover a complete catalogue. When a product or product group is excluded from a customer account, customer users cannot view it.
Features
- Rule creation is designed for maximal flexibility. A rule has a combination of:
- (1) a rule type - this defines whether a rule covers a product, category (or other product groups) or warehouse
- (2) a rule - this specifies the specific rule, e.g., does it include or exclude products or customer account(s)?
- (3) a product or group of products the rule applies to.
Rules can be manually entered or bulk imported.
- Your staff can use the Product Restriction Enquiry tool in CMS to check whether a product is available for a customer account.
For Pronto users
This feature provides an online function equivalent to Stock Security. If your site integrates to the Pronto ERP, choose ERP (so that product rules are set in Pronto and integrated. Product Restrictions cannot be used but you can use the Product Restriction Enquiry tool to check stock restrictions set in Pronto.)
On this page:
Step-by-step guide
1. Enable Product Restrictions
In the CMS, go to Settings → Settings → Feature Management → Products & Categories.
Ensure Product Restrictions is enabled.
- Click Configure.
- In Product Integration Mode, select ERP for data integrated from the ERP or Web for online maintenance. IMPORTANT - ERP should only be selected if using Pronto or integration from your ERP has been implemented by Commerce Vision. WARNING - This will change the Maintenance mode in Product Maintenance settings and affect what fields are displayed on the Maintain Product page.
- Toggle ON Enable Category Group Restriction if Web was selected in (4) or if ERP was selected and you want group restrictions for online categories as well as product groups defined in your ERP.
- Click Save.
When enabled, check that Product Restrictions and Product Enquiry items appear on the Products & Categories menu.
2. Add/Edit/Delete a product rule (manually)
The Product Cache must be cleared after editng or adding a restriction. See: Clear Cache
- Go to Products & Categories → Product Restrictions.
- Existing rules are listed by account code and restriction type. You can edit products in a rule or delete the whole rule.
- To add a new restriction, click Add New Restriction.
- In Select Product Rule Type, select what the rule applies to:
- Product - one or more products or product masks
- Group - one or more categories or stock groups
- Warehouse - one or more warehouses (stock locations)
- Select a rule. (See Product Restriction Rules.)
- Add the bill-to/customer account, then the products, product groups or warehouses for the rule.
- Refresh the product cache.
Product Restriction Rules
NOTE - Exclusion rules have priority over inclusion rules. Example: If a product is added in both an inclusion and an exclusion rule, the exclusion rule will apply.
| Rule Type | Rule | Guidelines |
|---|---|---|
| Product | Product Inclusion (SI) | What products can this customer see on your site? This rule restricts the selected customer to:
To allow other products, create another inclusion rule (product or customer product type) for the customer and add those products. This rule does not affect other customers' access to the added product(s). |
| Customer Product Inclusion (SY) | Which customer can see this product on your site? This rule allows only this customer to access:
This rule does affect other customers' access to the product(s). To let another customer access these products, add an inclusion rule for that customer. | |
| Product Exclusion (SE) | What products can't this customer see on your site? This rule prevents only this customer from:
This rule does not affect other customers' access to the product(s). | |
| Customer Product Exclusion | Which customer can't see this product on your site? This rule prevents only this customer but allows other customers access to:
| |
| Product Mask Inclusion (SM) | What group of products that match the product code mask can this customer see on your site? This rule allows the selected customer access to only:
'?' - wildcard character. E.g., 'CV2?' includes only products that fit this string, e.g. CV21, CV22, etc | |
| Group | Group Inclusion (GI) | What product groups can this customer see on your site? Select Category or Stock Group. This rule allows the selected customer access to:
To allow other product or product groups, create another inclusion rule (product or customer product type) for the customer and add them. This rule does not affect other customers' access to the added product group(s). |
| Group Exclusion (GE) | What product groups can't this customer see on your site? Select Category or Stock Group. This rule prevents only this customer from:
This rule does not affect other customers' access to these product(s). | |
Group Inclusion, based on specific customer (GY) | Which customer can see these product groups on your site? This rule allows only this customer to access:
This rule does affect other customers' access to these product group(s). To let another customer access these product groupss, add an inclusion rule for that customer. | |
| Group Exclusion, based on specific customer (G?) | Which customer can't see this product group on your site? This rule prevents only this customer but allows other customers access to:
| |
Group Mask Inclusion (GM) | What product groups (by masking) can this customer see on your site? This rule allows the selected customer access to only:
'?' - wildcard character. E.g., 'SX0302?' includes only products categorised in product groups with codes that match, e.g. SX03021, SX0302, etc | |
| Warehouse | Warehouse Exclusion (WE) | Which stock warehouse(s) can't the selected customer buy from? This rule prevents the selected customer from accessing products:
This rule does not affect other customers. |
Additional Information
Minimum Version Requirements |
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|---|---|
Prerequisites | |
Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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Related Resources
