Setup
| To | See |
|---|---|
| View the permission sets. | Permissions |
| Run the assisted setup. | Use Assisted Setup |
| Set up the parameters that define how the Sales Restrictions app works. | Set Up Sales Restrictions |
| Create sales restrictions categories, which are used to group similar sales restrictions. | Create Sales Restrictions Categories |
| Define the items that will not be subject to sales restrictions, which means you can sell the unrestricted item to any customer. | Set Up Items |
| Define the items and quantity ranges that a customer is allowed to order. | Create a Sales Restriction |
| Assign a sales restriction to a customer, and set up a minimum order amount. | Set Up Customers |
| Add or remove sales restrictions from multiple customers. | Manage Customers' Sales Restrictions |
| Update the status of one or more sales restrictions by sales restriction number or by customer. | Manage Sales Restrictions Statuses |
| Add or remove multiple items from specific sales restrictions or from sales restrictions linked to selected customers. | Manage Items on Sales Restrictions |