1. Order Management
  2. Sales Orders and Cash Sales
  3. Enhanced Validations and Defaulting
  4. Setting Up Enhanced Validations and Defaulting
  5. Excluding an Item Set From an Existing Customer Group

Excluding an Item Set From an Existing Customer Group

To sell the excluded items to a specific customer, you must remove the customer from the customer group.

To exclude an item set from an existing customer group:

  1. Go to Lists > Relationships > Groups.

  2. Search for the customer group to which you want to assign an excluded item set.

  3. Click the Edit link for the record.

  4. In the Customer Group record, select an item set in the Item Sets Excluded From Customer Group field. Items that belong to the selected item set become restricted for the specific customer group.

  5. Click Save.

    Note:

    You can also exclude an item set when you create a new customer group record. To exclude items in the new customer group record, select the item set in the Item Sets Excluded From Customer Group before saving the record.

Related Topics

General Notices