Overview
The Sales Restrictions app allows you to define the items and quantities that a customer can order. When a sales restriction is applied to a customer or ship-to address, only the specified items can be ordered, unless an item is marked as unrestricted. Orders must also follow the defined minimum and maximum quantity limits defined in the sales restriction.
Key features
Permitted Items: Specify the items a customer is allowed to order on a sales order, blanket sales order, sales quote or sales invoice.
Quantity Limits: Set minimum and maximum quantity limits for items on a sales order, blanket sales order, sales quote or sales invoice.
Minimum Order Amounts: Define a minimum dollar amount required per customer for sales orders or invoices, with options for warnings or errors.
Item Exclusions: Mark items as Not Subject to Sales Restrictions so they can be sold to any customer without limits.
Customer Restrictions: Apply sales restrictions to customers or ship-to addresses.
Bulk Status Management: Update the status of multiple sales restrictions at once.
Mass Updates: Update sales restrictions for several items or customers at once.
Streamlined Sales Processes: Automatically enforce sales restrictions during the ordering process, reducing manual checks and adjustments.
Release Prevention: Block the release of sales order lines with blank quantities.