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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 hidden for a customer account.
For Pronto users
This feature provides 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 and integrated to your website) 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/Edit/Delete a product rule (manually)
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)
- 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.
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.
| Rule Type | Rule | Guidelines |
|---|---|---|
| Product | Product Inclusion (SI) | What products can this customer see on your site? This rule allows the specific customer to access only:
To allow other products, create another inclusion rule (product or customer product type) for the customer and add these products. This rule does not affect other customers' access to the product(s). |
| Customer Product Inclusion (SY) | Which customer can see this product on your site? This rule allows only this customer and prevents other customers 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) | What products can't this customer see on your site? This rule prevents only this customer from:
This rule does not affect other customers' access to the product(s). | |
| Customer Product Exclusion ( | What customer can't see this product on your site? This rule prevents only this customer but allows other customers access to:
| |
| Product Mask Inclusion (SM) | What group of products by product code masking can this customer see on your site? This rule allows the customer access to only:
'?' - 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? These can be categories or stock groups. |
| Group Exclusion (GE) | What product groups can't this customer see on your site? These can be categories or stock groups. | |
Group Inclusion, based on specific customer (GY) | What customer can see this product group on your site? | |
| Group Exclusion, based on specific customer (G?) | What customer can't see this product group on your site? | |
Group Mask (GM) | What product groups (by masking) can this customer see on your site? | |
| Warehouse | Warehouse Exclusion (WE) | What warehouse This rule prevents the customer access to:
This rule does not affect other customers. |
Additional Information
Minimum Version Requirements |
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|---|---|
Prerequisites | |
Self Configurable |
|
Business Function |
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BPD Only? |
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B2B/B2C/Both |
|
Third Party Costs |
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Related help
