Table of Contents

Use Assisted Setup

The Set up sales restrictions assisted setup will set up the Sales Restrictions Setup page.

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

  2. In the Get started with apps from NIC Systems Inc group, select Set up sales restrictions to open the Sales Restrictions Setup Wizard.

    If you are asked if you want to run the assisted setup again, select Yes.

  3. Select Next.

  4. Populate the following fields:

    Field Description
    Sales Restriction Nos. Select the number series used to number sales restrictions.
    Use Default No. Series Turn the toggle on to create and assign the number series that will be used to number sales restrictions.

    The default is SALRES and starts at SRES000001.

    Verify Quantity on Release Turn the toggle on to verify that the sales line quantity is not zero when releasing a document. This ensures documents are not released with lines that do not meet the sales restrictions.
  5. Select Next.

  6. Select Finish.