Table of Contents

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