Promotion Product Bars/Suggested Tab
For the Other Action Menu options (press F9 or 
) see Promotion Other Actions Menu.
) see Promotion Other Actions Menu.This screen can be used to:
- Allow users to block certain customers/groups of customers from buying certain products or groups of products.
- Suggest certain products for different customers/groups of customers.
Notes:
- Changing suggestions or bars will not affect any sales order screens that are already open (they need to be closed and re-opened).
- Barred products will not be removed from any existing sales orders.
- Stock that has been barred will not appear in the Stock Lookup screen when creating a sales order for the customer the bar relates to. The Suggested products flag will appear in the Stock LookUp screen if a customer has suggested products in either the company tab, or if there are suggested products in the classification tab for the company classification they belong to.
The Product Bars/Suggested screen consists of two sub-tabs:
- Classification
- Company
Both the Classification and Company sub-tabs have the same grid layouts.
Classification sub-tab
The classification tab allows products to be set up against groups of customers, whereas the company tab allows user to set up products against individual customers.
- Company Classification: drop down list of company classifications.
Note: the Company Classification must be selected before adding or updating the product bar/suggested information. - Copy Lists: allows the user to copy a product profile from one company classification to another.
Company sub-tab
The company tab allows user to set up products against individual customers.
- Company: the open folder icon allows the user to add a customer.
Note: the customer (Company) must be selected before adding or updating the product bar/suggested information. - Copy Lists: allows the user to copy a product profile from one company to another.
Product Bars/Suggested Grids
Both the Classification and Company sub-tabs have the same three grid layouts as follows:
- Product Bars Grid: for adding single stock items to a product bar. It has the following columns:
- Stock Code: stock item code.
- Stock Description: stock item description.
- Exempt checkbox: prevents individual customers from being affected by Product Bars configured against their Company Class, see How To: Prevent individual customers from being affected by Product Bars setup against their Company Class.
Note: Company sub-tab only.
- Product Type Bars Grid: for adding stock types, i.e. groups of stock items, to a product bar. This grid has one column:
- Stock Type: the level 2 stock type.
- Exempt checkbox: prevents individual customers from being affected by Product Bars configured against their Company Class, see How To: Prevent individual customers from being affected by Product Bars setup against their Company Class.
Note: Company sub-tab only.
- Suggested Products Grid: for adding stock items to the suggested products list. It has the following columns:
- Stock Code: stock item code.
- Stock Description: stock item description.
Note: the checkbox to the left of the grids indicates which of the grids is active and can have stock items or types added to them.