How To: Setup a product bar against a customer class

Customers belonging to specific company classes can be prevented from buying stock items or groups of stock items by level 2 stock types.

  1. Open a Promotion screen (show me how).
  2. Open the [ Product Bars/Suggested | Classification ] tab.
  3. Select the Company Classification from the drop down list at the top.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. For single stock items:
    1. Tick the checkbox on the left of the Product Bars grid.
    2. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
    3. Add the required items from the Stock Lookup dialog box.
  6. For Stock Types:
    1. Tick the checkbox on the left of the Product Type Bars grid.
    2. Press F4.
    3. Double-click on the level 2 stock type from the list.
  7. Repeat as necessary.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

See Also


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