Table of Contents

Set Up Customers

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.

You can also define the minimum dollar amount a customer must order on a sales order.

Items where the Not Subject to Sales Restrictions toggle is turned on on the Item Card page can always be sold regardless of the customer's associated sales restrictions.

If a sales restriction or minimum order amount is applied to both the customer and the ship-to address, the values 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 Invoicing FastTab, populate the following field:

    Field Description
    Minimum Order Amount ($)

    Enter the total minimum dollar amount a customer must order.

    The value in the Minimum Order Amount Message field on the Sales Restrictions Setup page determines if the user receives a warning or an error when the minimum amount is not met. An error will not let you release the sales order until the minimum amount is reached, and a warning will give you the option of continuing.

    If a minimum amount is entered for both the customer and the ship-to address, the amount on the address will take priority over the customer.

  4. 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.
    Minimum Order Amount ($)

    Enter the total minimum dollar amount a customer must order.

    The value in the Minimum Order Amount Message field on the Sales Restrictions Setup page determines if the user receives a warning or an error when the minimum amount is not met. An error will not let you release the sales order or sales invoice until the minimum amount is reached, and a warning will give you the option of continuing.

    If a minimum amount is entered for both the customer and the ship-to address, the amount on the address will take priority over the customer.