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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.
For Pronto users
This feature is intended to provide 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) or online (set by Product Restrictions).
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 a restriction rule manually
The Product Cache must be cleared after eding 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 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 includes/excludes:
- Product - one or more products, or product masks
- Group - one or more categories or product 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)
- Existing rules are listed by account code and restriction type. You can edit the items included in a rule or delete the whole rule.
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
Minimum Version Requirements |
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Prerequisites | |
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
