Customer Self Service allows for particular products to be displayed to customers without being available for sale.
There are several ways to define products for order restriction:
- 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:
- Login as an Administrator.
- Navigate to 'Settings - Orders'.
- Click on the 'Restrictions and Charges' tab.
- Scroll to the 'Order Restrictions' section.
- Locate the setting 'Enable Order Restrictions' and ensure the box is ticked.
- In the field labelled 'Invalid Web Condition Codes', enter a comma-separated list of Condition Codes which are not valid for online ordering.
- Set the value for the setting 'Display Customer Favourites for Reps':
- Ticked =
- Unticked =
- Click the 'Update' button at bottom of page.
- Return to the 'Order Restrictions' section.
- In the table, click 'New'.
- Set the value for 'Customer Restriction Type' in the drop-down list :
- Customer Code
- Territory Code
- In the 'Customer Restriction Code' field, enter the Customer or Territory Code to restrict.
- Set the value for 'Product Restriction Type' in the drop-down list:
- Product Code
- Category Code
- Sales Type
- In the 'Product Restriction Code' field, enter the Product Code, Category Code, or Sales Type to restrict.
- In the 'Warehouse Code' field, enter the Customer Warehouse to restrict (optional).
When entering Customer or Product Restriction Codes, the '%' symbol can be used to include 'like' codes (e.g.. 'T%' to include all codes beginning with T).
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.