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User Guide

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Here are the main steps to follow when creating Item Restrictions:

  1. Open the Item Restrictions page
  2. Select +New to create a new entry
  3. On the header area, there are a few fields to note:
    1. Restricted from / Approved to
      1. Restricted From – Indicates that the customer, vendor, and items that are on this item restriction is blocked from sales / purchase.
      2. Approved to – Indicates that the customer, vendor, and items that are on this item restriction can ONLY buy and sell from this list
    2. Starting Date – The start date of the restriction. Leave blank if not applicable
    3. Ending Date – The ending date of the restriction. Leave blank if not applicable
    4. Enabled – When ready, check this on to enable the item restriction rule

Adding or Removing Vendor/Customers on the Restriction #

To add or remove customers and vendors on the restrictions, do the following:

  1. Select the Add/Remove Customers for Customers or Add/Remove Vendors for Vendors.
  1. Specify whether you want to add or remove the customers or vendors from this list
  2. Define the filters that you would like the process to run to add the vendor or customers
  3. Select OK

To remove customers or vendors that are on this list, repeat the same process but select Remove on the Add / Remove field in the Options tab.

Adding or Removing Items on the Restriction #

To add or remove items on the restriction, do the following:

  1. Select Add/Remove Items
  1. Specify whether you want to add or remove the items from this list
  2. Define the filters that you would like the process to run to add the items
  3. Select OK

To remove the items that are on this list, repeat the same process but select Remove on the Add / Remove field in the Options tab.

Enable Item Restriction/Approval #

You must set the Enabled field to True once you have the Item Restriction/Approval record set up the way you want.

Results #

With the Item Restriction/Approval record enabled, you will receive an error message if you try to use an item listed in the restriction.