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Info
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titleIs this feature disabled?


This feature needs to be switched on for your site by Commerce Vision. 

Overview

The Product Restrictions feature enables product inclusion and exclusion rules to be configured online for particular bill-to/customer account-based product access/restriction rules to be configured on your Commerce Vision website. A rule can be set for selected:

  • products

  • categories or

    accounts. Each rule either includes or excludes one or more products  based on entering:

    • product codes or the use of wildcards to create multiple product masking rules

    • category codes or codes for user-defined product groups

    • warehouses (stock locations)

    A rule is created against a bill-to/customer account, and specifies an inclusion or exclusion of specific products, product groups, products based on masking rules, or stock locations
    • codes.



    Panel

    On this page:

    Table of Contents



      Product inclusion or Customer Specific Product Inclusion.

    Step-by-step guide


    1. Enable Product Restrictions

    1. In the CMS, go to SettingsFeature Management Products & Categories.

    2. Ensure Product Restrictions is enabled.

    3. When enabled, Product Restrictions displays on the Products & Categories menu.


    2. Add a restriction manually

    Info

    The Product Cache must be cleared after eding or adding a restriction. See: Clear Cache 


    1. Go to Products & CategoriesProduct Restrictions.

      1. Existing restrictions rules are listed by account code and restriction type. You can edit the items included in a restriction rule or delete the whole restrictionrule


      2. To add a new restriction, click Add New Restriction.

      3. In Select Restriction Type, select what the rule includes/excludes:

        1. Product - one or more products, or product masks
        2. Group - one or more categories or product groups
        3. Warehouse - one or more warehouses (stock locations)

      • Product (individual items)
        • Product Inclusion (SI) Can be used together with GI but not with SE and GE restrictions.  This rule will need to be incorporated into the logic of this functionality.
        • Product Exclusion (SE) Can be used together with GE but not with SI and GI restrictions.  This rule will need to be incorporated into the logic of this functionality.
        • Product Inclusion, based on specific customer (SY)
        • Product Mask (SM)
      • Group (grouped items)
        • Group Inclusion (GI) Can be used together with SI but not with SE and GE restrictions.  This rule will need to be incorporated into the logic of this functionality.
        • Group Exclusion (GE) Can be used together with SE but not with SI and GI restrictions.  This rule will need to be incorporated into the logic of this functionality.
        • Group Inclusion, based on specific customer (GY)
        • Group Mask (GM)
      • Warehouse 
        • Warehouse Exclusion. (WE)

    Product-based rules

    • Product Exclusion - the bill-to/customer account will not be able to view the product codes added
    • Customer Product Inclusion - 
    • Customer Product Exclusion -
    • Product Mask Inclusion -  

    Group-based rules

    • Group Inclusion -
    • Group Exclusion -
    • Customer Group Inclusion -
    • Customer Group Exclusion - 
    • Group Mask Inclusion - 
      Image Added

    Warehouse-based rules

    • Warehouse

    Image Added


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    Additional Information


    Multiexcerpt
    hiddentrue
    MultiExcerptNameFeature Title

    Product Restrictions



    Minimum Version Requirements


    Multiexcerpt
    MultiExcerptNameMinimum Version Requirements

    4.37.00


    Prerequisites


    Multiexcerpt
    MultiExcerptNamePre reqs



    Self Configurable


    Multiexcerpt
    MultiExcerptNameSelf Configurable

    Yes


    Business Function


    Multiexcerpt
    MultiExcerptNameBusiness Function

    Products & Categories


    BPD Only?


    Multiexcerpt
    MultiExcerptNameBPD Only

    Yes


    B2B/B2C/Both


    Multiexcerpt
    MultiExcerptNameB2B/B2C/Both

    Both


    Third Party Costs


    Multiexcerpt
    MultiExcerptNameThird Party Costs

    n/a



    Related help

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    max5
    spacesKB
    showSpacefalse
    sortmodified
    reversetrue
    typepage
    cqllabel = "product-maintenance" and type = "page" and space = "KB"
    labelshow-to cms settings

    Content by Label
    showLabelsfalse
    max5
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    showSpacefalse
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    titleRelated widgets
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