Set up product zones to restrict certain customers from purchasing products that are not in their zone. Customers with product zones are limited to purchase only from price lines in their zones. All products are available to customers who have not been assigned product zones.
For example, you have branches in Florida and Texas that stock the same products. Allow Florida customers to purchase products only from price lines defined for sale in Florida. This saves money on shipping and simplifies sales tax regulations.
Before using product zones:
Define product zones in the Valid Product Zones control maintenance record. Otherwise, all products are available for customer sales.
Set the Display Products Within A Customer's Product Zones control maintenance record to determine whether all products are displayed in Sales Order Entry.
Assign the PRD.ZONE authorization key to users who need to view products outside the customer's product zone.
Assign product zones to price lines.
Product zone assignments at the product level override assignments set at the price line level.
To assign a product zone to a price line:
From the Files > Price Maintenance menu, select Price Line to display the Price Line Maintenance window.
Select Edit > Product Zones to display the Product Zones dialog box.
Do one of the following:
Enter the product zones for this price line.
Click the Recall List button to select an existing list of product zones.
Do one of the following:
If you created a new list, click Save List, enter a name for the list, and click OK to return to the Price Line Maintenance window.
If you used an existing list, click OK to return to the Price Line Maintenance window.
You must exit Price Line Maintenance for these changes to take effect.
See Also:
Assigning Products to Product Zones