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 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 |