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)
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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 |
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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
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Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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Related help
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