How To: Restrict the items a Customer can buy to those on a specified Price List

It is possible to limit the items that a customer can purchase to those on the Price List associated with their Company Class. When an item is added to a sales order, the system checks to see if the price is being pulled from a price list. If it is not, the system will stop the item from being added to the order and will display a dialog to the user with the following error message:
Error Message re Restrict the items a Customer can buy to those on a specified Price List

  1. Open a System Data screen (show me how).
  2. Open the [ Company Classes ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Green select the Company Class you wish to make the Price List compulsory for.
  5. Tick the Pricelist Required checkbox.

Pricelist Required.jpg

  1. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Note that if a Move With pack header code is added to the price list, the pack can still be added to a sales order, even if the child items are not individually listed.

See Also


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