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Step-by-step guide

1. Enable Product Restrictions

1. In the CMS, go to Settings → Feature 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

1. Go to Products & Categories → Product Restrictions.
   
   
   1. Existing rules are listed by account code and restriction type. You can edit the items included in a rule or delete the whole rule. 
      
      
      
   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 -    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-based rules

• Group Inclusion -
• Group Exclusion -
• Customer Group Inclusion -
• Customer Group Exclusion - 
• Group Mask Inclusion - 
  

Warehouse-based rules

• Warehouse

Additional Information

Related help