Assign a Sales Restriction

A sales restriction can be assigned to a customer or ship-to address. The sales restriction defines the items and quantities a customer can order.

If a sales restriction is applied to both the customer and the ship-to address, the restriction on the address will take priority over the customer.

Assign a sales restriction to a customer

1. Choose the icon, enter Customers, and then choose the related link.

2. On the Customers page, select the customer to which you want to assign sales restrictions.

3. On the Customer Card page, in the Shipping FastTab, populate the following field:

   Field	Description
   Sales Restriction No.	Select the sales restriction, which defines the items and quantities the customer can order. If a sales restriction is applied to both the customer and the ship-to address, the restriction on the address will take priority over the customer.

Assign a sales restriction to a ship-to address

1. Choose the icon, enter Customers, and then choose the related link.

2. On the Customers page, select the customer to which you want to assign sales restrictions.

3. On the Customer Card page, select Customer > Ship-to Addresses.

4. On the Ship-to Address List page, select the address to which you want to assign sales restrictions.

5. On the Ship-to Address page, populate the following field:

   Field	Description
   Sales Restriction No.	Select the sales restriction, which defines the items and quantities the customer can order. If a sales restriction is applied to both the customer and the ship-to address, the restriction on the address will take priority over the customer.