| Info | ||||
|---|---|---|---|---|
| ||||
|
Overview
The Product Restrictions feature enables product availability rules based on specific bill-to/customer accounts to be configured online rather than integrated from the ERP. It allows control of product or product group access on your website. Use this feature to set rules for a few products or more extensively, e.g., to mirror account-based only catalogues or products that have various price levels.
A rule either includes or excludes one or more products based on entering:
product codes
partial product codes plus a wildcard charater (*'?') for multiple products (masking)
product/stock groups codes
warehouse (stock location) codes.
Rules can be manually entered or bulk imported.
When a product is excluded for a customer account, it will not be displayed on your website for the account's users.
TIP - This feature comes with the Product Restriction Enquiry tool. Use this to check whether a product is currently available or restricted for a customer account.
| Warning | ||
|---|---|---|
| ||
This feature provides an online-controlled function equivalent to Stock Security. If your site integrates to the Pronto ERP, you can choose either integration (product rules controlled by Pronto and integrated to your website) or online (set by Product Restrictions). |
| Panel | |
|---|---|
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.
When enabled, check that Product Restrictions and Product Enquiry items appear on the Products & Categories menu.
2. Add/Edit/
editDelete a product rule (manually)
| Info |
|---|
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 Restriction 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)
- 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 (individual items)
Product-based rules
- Select a rule. (See Product Restriction Rules.)
Anchor rules rules
Product Restriction Rules
| rules | |
| rules |
NOTE - Exclusion rules have priority over inclusion rules. Example: If a product is added to both an inclusion and exclusion rule, the exclusion rule will apply.
| Rule Type | Rule | Guidelines |
|---|---|---|
| Product | Product Inclusion (SI) | Rule set for a customer will allow customer to access only:
This rule does not affect other customers' access to the product(s). |
| Customer Product Inclusion(SY) | Rule set for a customer will allow only this customer access to:
This rule does affect other customers' access to the product(s). To provide another customer with access to products in this rule, add an inclusion rule for that customer | |
| Product Exclusion (SE) | Rule set for a customer will restrict only this customer from:
This rule does not affect other customers' access to the product(s). | |
| Customer Product Exclusion ( | Rule set for a customer will disallow only this customer access to:
| |
| Product Mask Inclusion (SM) | Add a '?' as a wildcard to include only the product codes that fit the wildcard mask for the customer account. E.g., if we enter a CV2? | |
| Group |
| Group Inclusion |
| (GI) | |
| Group Exclusion |
| (GE) |
Group Inclusion |
Warehouse-based rules
- Warehouse
, based on specific customer (GY) | ||
| Group Exclusion, based on specific customer (G?) | ||
Group Mask (GM) | ||
| Warehouse | Warehouse Exclusion (WE) | This rule disallows the customer access to:
This rule does not affect other customers. |
Additional Information
| Multiexcerpt | ||||
|---|---|---|---|---|
| ||||
Minimum Version Requirements |
| |||||
|---|---|---|---|---|---|---|
Prerequisites |
| |||||
Self Configurable |
| |||||
Business Function |
| |||||
BPD Only? |
| |||||
B2B/B2C/Both |
| |||||
Third Party Costs |
|
Related help
| Content by Label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Content by Label | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|