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 3 Reasons why you should use Product Restrictions article. This article assumes you have product restrictions already setup in your CRM, if you require assistance setting up the product restrictions please see our Configuring Product Restrictions article.
Step 1: Select the Required Product to Add a Restriction to
Using the Global Search, find the product that you wish to add to a particular Product restriction. On the main Details page on a product there is an Authorisation drop-down, where all configured product restrictions will be listed. Simply select the required option and the Product will be added to that Product restriction group.
Step 2: Setting Authorisations to Customers
Next you will need to choose which customers have authorisation to purchase from this Product restriction group. Using the Global Search, find the Division that you wish to give authorisation to and navigate to the Authorised Products page.
Within the Authorised Products page, click on the plus icon in the top right-hand corner. You will then be asked to select which Product restriction group they can purchase from. Once happy with your selection, click 'Update'. You will then be able to add the products within that Product restriction group when you next create a Quote.
Step 3: Set an Expiry date
Currently, there is no expiry set for this particular authorisation, so at the moment they will always be able to purchase products from this restricted group. However, in some cases there may be an annual reaccreditation required in order to continue purchasing these set of products off you. Therefore, to set an expiry date, click on the pencil icon.
You can then select the required expiry date within the pop-up window.