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title	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

The Use the Product Restrictions feature enables product inclusion and exclusion rules to be configured online for particular bill-to/customer 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) codes.

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

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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.

Warning

title	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.)

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On this page:

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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 displays and Product Enquiry items appear on the Products & Categories menu.
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2. Add

a restriction manually

/Edit/Delete a product rule (manually)

Info
The Product Cache must be cleared after eding 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

the items included

products in a rule or delete the whole rule.
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To add a new restriction, click Add New Restriction.

In Select

Restriction

Product Rule Type, select what the rule

includes/excludes

applies to:

Product - one or more products

,

or product masks
Group -

one

one or more categories or

product

stock groups
Warehouse - one or more warehouses (stock locations)

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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

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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.

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rules
rules
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.

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 -
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Warehouse-based rules

Warehouse

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Rule Type	Rule	Guidelines
Product	Product Inclusion (SI)	What products can this customer see on your site? This rulerestricts the selected customer to: only products included in this rule 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: products included in this rule 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: products included in this rule 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: products included in this rule
	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: products with product codes that fit the wildcard mask '?' - 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: only product groups included in this rule 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: product groups included in this rule This rule does not affect other customers' access to these product(s).
	Group Inclusion, based on specific customer (GY)

Group Mask (GM)

Warehouse

Warehouse Exclusion. (WE)

Which customer can see these product groups on your site? This rule allows only this customer to access: product groups included in this rule 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: product groups included in this rule
	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: products under product group codes that fit the wildcard mask '?' - 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: from this warehouse. This rule does not affect other customers.

Additional Information

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MultiExcerptName	Feature Title

Product Restrictions

Minimum Version Requirements

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MultiExcerptName	Minimum Version Requirements

4.37.00

Prerequisites

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MultiExcerptName	Pre reqs

Self Configurable

Multiexcerpt

MultiExcerptName	Self Configurable

Yes

Business Function

Multiexcerpt

MultiExcerptName	Business Function

Products & Categories

BPD Only?

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MultiExcerptName	BPD Only

Yes

B2B/B2C/Both

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MultiExcerptName	B2B/B2C/Both

Both

Third Party Costs

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MultiExcerptName	Third Party Costs

n/a

Resources

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title	Related widgets
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Overview