Setting up Product restrictions can be really useful in a number of distribution or manufacturing scenarios to ensure you sell the right products to the right customers. For more information on how product restrictions could help your business, take a look at our short article here.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Product Restrictions, click on the settings icon in the bottom left-hand corner of the CRM.
Step 2: Navigate to Products & Stock in Settings
Once within the Settings Centre, navigate to the Products & Stock page, and scroll down until you reach the Product Restriction configure option.
Step 3: Configure Product Restrictions
By selecting the 'Click here to Configure' link, the Configure Product Restrictions window will open. Here, all of your current Product Restrictions will be listed. To add a new one, simply click on the plus icon in the top right-hand corner.
You'll then be asked to give the Product Restriction a Description. Make sure this is relevant to the scenario where this will be used, so all CRM users understand when this restriction should be applied. Click 'Create'.
You've now configured your new Product Restriction. Why not check out our short article here on how to use them now that you've set them up?