Customer Self Service allows for particular Administrators can set some products to be displayed to customers without being available for sale.
There are several ways to define products for order restriction:
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but prevent them from being purchased online. For example, some brands may only be bought in-store (e.g. Apple products). But you still want them displayed so your customers know you stock them.
Order restriction products can be set by:
- Web Condition Code
- By Customer Code
- By Territory Code
- By Product Code
- By Category Code
- By Product Sales Type
- By Warehouse CodeWarehouse Code
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Step-by-step guide
To Enable Order Restrictions:
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1. Enable and configure order restrictions
- Go to Settings → Settings → Orders.
- Click on the 'Restrictions and Charges' tab tab.
- Scroll to the 'Order Restrictions' section section.
- Locate the setting 'Tick Enable Order Restrictions' and ensure the box is ticked.
- In the field labelled 'Invalid Web Condition Codes', enter a comma-separated list of Condition Codes which are not valid for online ordering .
- Set the value for the setting 'Display Customer Favourites for Reps':
- Ticked =
- Unticked =
- Click the 'Update' button at bottom of (if any).
- Click the Update button at the top of the page.
- Return to the 'Order Restrictions' section section.
- In the table, click 'New'.
- Set the value for 'In Customer Restriction Type' in the drop-down list , set the value:
- Customer Code
- Territory Code
- In the 'Customer Restriction Code' field, enter the Customer or Territory Code to restrict.
- Set the value for 'In Product Restriction Type' in the drop-down list, set the value:
- Product Code
- Category Code
- Sales Type
- In the'Product Restriction Code' field, enter the Product Code, Category Code, or Sales Type to restrict.
- In the 'Warehouse Code' field, enter the Customer Warehouse to restrict (optional).
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When entering Customer or Product Restriction Codes, the '%' symbol can be used to include 'like' codes (e.g.. 'T%' to include all codes beginning with T). |
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'Split-Products' can be used to separate records where multiple Product Restriction codes have been entered in a comma-separated list. A new record will be created for each value in the 'Product Restriction Code' field, with the value of all other fields copied over.
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- NOTE - Enter '%' as the warehouse code if you do not want to target specific warehouse.
- To save changes, click OK.
- Repeat steps 8-15 to continue adding new Order Restrictions.
2. Refresh Cache
For changes to be live on your site, refresh the Product Cache and reset the Dictionary. See: Reset the Product Cache
- Go to Settings → Settings → Cache Management.
- Select Clear Cache for Product Cache.
- Select Clear Cache for Dictionary & Template Reset.
Related help
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