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 to both an inclusion and 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 ( | Which 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) | Which 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) | |
Group Exclusion (GE) | ||
Group Inclusion, based on specific customer (GY) | ||
Group Exclusion, based on specific customer (G?) | ||
Group Mask (GM) | ||
Warehouse | Warehouse Exclusion (WE) | This rule disallows the customer access to:
This rule does not affect other customers. |
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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