Step-by-step guide
1. Enable Product Restrictions
In the CMS, go to Settings → Settings → Feature Management → Products & Categories.
Ensure Product Restrictions is enabled.
- Click Configure.
- In Product Integration Mode, select ERP for data integrated from the ERP or Web for online maintenance. IMPORTANT - ERP should only be selected if using Pronto or integration from your ERP has been implemented by Commerce Vision.
- Toggle ON Enable Category Group Restriction if Web was selected in (4) or if ERP was selected and you want group restrictions for online categories as well as product groups defined in your ERP.
- Click Save.
When enabled, check that Product Restrictions and Product Enquiry items appear on the Products & Categories menu.
2. Add/Edit/Delete 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)
- 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.
Anchorrules rules
Product Restriction Rules
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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 |
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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:
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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
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Minimum Version Requirements |
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Self Configurable |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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