How To Enable Order Restrictions

Customer Self Service allows for particular products to be displayed to customers without being available for sale.  

There are several parameters for defining order restriction products:

• By Web Condition Code
• By Customer Code
• By Territory Code
• By Product Code
• By Category Code
• By Product Sales Type
• By Warehouse Code

Step-by-step guide

To Enable Order Restrictions:

1. Login as an Administrator.
2. Navigate to 'Settings - Orders'.
3. Click on the 'Restrictions and Charges' tab.
4. Scroll to the 'Order Restrictions' section.
5. Locate the setting 'Enable Order Restrictions' and ensure the box is ticked.
6. In the field labelled 'Invalid Web Condition Codes', enter a comma-separated list of Condition Codes which are not valid for online ordering (if any).
7. Click the 'Update' button at bottom of page.
8. Return to the 'Order Restrictions' section.
9. In the table, click 'New'.
10. Set the value for 'Customer Restriction Type' in the drop-down list :
    1. Customer Code
    2. Territory Code 
11. In the 'Customer Restriction Code' field, enter the Customer or Territory Code to restrict. 
12. Set the value for 'Product Restriction Type' in the drop-down list:
    1. Product Code
    2. Category Code
    3. Sales Type
13. In the 'Product Restriction Code' field, enter the Product Code, Category Code, or Sales Type to restrict. 
14. In the 'Warehouse Code' field, enter the Customer Warehouse to restrict (optional).  
15. Click 'OK' to save changes.
16. Repeat steps 8-15 to continue adding new Order Restrictions.

Records can be edited or removed as required via the 'Modify' and 'Delete' links. 

'Split-Products' can be used to separate records where multiple Product Restriction codes have been entered in a comma-separated list. A new record will be created for each value in the 'Product Restriction Code' field, with the value of all other fields copied over.
 

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