Table of Contents

Create a Sales Restriction

You can specify the items and quantities 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.

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

  2. On the Sales Restrictions page, select New.

  3. On the Sales Restrictions Card page, in the General FastTab, populate the following fields:

    Field Description
    No.

    If applicable, enter a unique identifier of the sales restriction.

    The field is automatically populated if the Sales Restriction Nos. field is populated on the Sales Restrictions Setup page.
    Description Enter a description of the sales restriction.
    Category Select the category to which the sales restriction belongs.

  4. In the Lines FastTab, populate the following fields:

    Field Description
    Item No.

    Select the items customers are allowed to order.

    You cannot select items where the Not Subject to Sales Restrictions toggle is turned on on the Item Card page.
    Variant Code If applicable, select the item's variant.
    Min. Quantity (Base)

    Enter the minimum quantity, in the base unit of measure, that a customer must order.

    Leave the value blank for no minimum.
    Max. Quantity (Base)

    Enter the maximum quantity, in the base unit of measure, that a customer must order.

    Leave the value blank for no maximum.

  5. In the General FastTab, populate the following field:

    Field Description
    Status

    Select Active.

    The available statuses are as follows:

    • Draft: The sales restriction is in draft mode. The record can be updated but will not be applied to sales orders.

    • Active: The sales restriction cannot be updated and will be applied to sales orders. Active sales restrictions will be modified if adding or removing items through an action.

    • Inactive: The sales restriction is no longer being used. The record can be updated but will not be applied to sales orders.

The sales restriction can be added to the customer or ship-to address.