Product Restrictions - Exclude Items

 

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

An "exclude items" scenario might look like this: A customer (Vandelay Industries - Customer Code 12345) is not allowed to purchase items from a certain group of 27 SKUs, so we'll set up the site so that they can't even see those items.

First, tag your items in the ERP system

For details on tagging items, click here.

In your ERP system tag the 27 items that the customer isn't allowed to purchase. The tag in this scenario will be "12345excl".  In addition to the selected user defined field, your Category IDs also act 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 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 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 an Exclude Items restriction.

  1. Set the restriction type to "Exclude Items From Certain Customers". 
  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 that you can use a predefined category as your Item Group as well.  This does not mean you're selecting the category. Rather, you're selecting the items within the category.

Save the 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:  Do not allow the users in the group "Vandelay Industries" to view items tagged as "12345excl".