Product Restrictions - Catalog Sales

 

You must be a SuperAdmin or an Admin with the Settings Area role to create, edit, or delete Product Restrictions.

A "catalog sales" scenario would be as follows: A customer (Vandelay Industries - Customer Code: 12345) is allowed to purchase items from your site, but only from a group of 33 SKUs.

First, tag your items in your ERP system

For details, click here.

Tag the 33 items in your ERP system. The tag in this scenario will be "12345Ctlg".  In addition to the selected user defined field, WebAlliance can also use Category IDs as tags.

Remember that the values you apply to an item in your ERP system will be available on the website after the following 4-hour data update.

Next, create your User Group

For more information about User Groups, click here.

For this example, we'll create a User Group named "Vandelay Industries", containing only one Customer Code - 12345.

If more than one Customer Code is needed, simply enter one per line.

Note that there is a limit of 99 Customer Codes and\or usernames in a single User Group. If you need to enter more than 99, create a second group (Vandelay Industries2)

Third, create your Product Restriction

Go to Admin2>Site Manager>Product Restrictions and click "Add New Restriction".  Then build a Catalog Sales restriction.

  1. Set the restriction type to "Limit Customers to Certain Items (catalog sales)".
  2. Give the restriction a Name and Description that you (as a site Admin) will recognize. The user will not see this value.
  3. Select the User Group (Customer Group) that you set up in the previous step.
  4. Select the Item Group based on the tag that you set up in the first step.

Note your predefined categories can be used as Item Groups as well. This does not mean you're selecting the category. Rather, you're selecting the items within the category.

Save the Product Restriction.  The restriction will take effect immediately. The users represented by the selected User Group will be restricted to viewing only the items in the selected Item Groups.

In summary, the restriction created here says:  Allow the users in the group "Vandelay Industries" to shop only from a Catalog of items tagged as "12345ctlg".