Assigning Products to Product Zones

Use product zones to restrict customer purchases to a selection of products. Customers with product zones are limited to buying only those products or only from price lines assigned to their zones. All products are available to customers for whom no product zones are assigned.

For example, if you have branches in Florida and Texas that stock the same products, you can restrict Florida customers to purchasing products at your Florida branch only. This saves money on shipping.

Before using product zones do the following:

  1. Define product zones using the Valid Product Zones control maintenance record. Otherwise, all products are available for customer sales.

  2. Set the Display Products Within A Customer's Product Zones control maintenance record to determine whether all products display in Sales Order Entry.

  3. Assign the PRD.ZONE authorization key to users who need to view products outside the customer's assigned product zones.

  4. Assign product zones to customers.

  5. Assign product zones to price lines.

  6. Assign product zones to products, if necessary.

Product zone assignments at the product level override assignments at the price line level.

To assign a product to product zones:

  1. From the Maintenance menu, select Product to display the Product Maintenance window.

  2. Display the product to assign to product zones.

  3. From the Additional Data menu, select Product Zones to display the Product Zones window.

  4. In the Zone column, select the zone in which to permit or restrict access to the product.

  5. In the Include/Exclude column, enter one of the following:

  1. Repeat steps 4-5 for each zone to assign to the product.

  2. Save the information and exit the window.

See Also:

Assigning Product Zones to Price Lines

Assigning Customers to Product Zones

Additional Product Information Overview