Assigning Customers 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 only from price lines at your Florida branch. This saves money on shipping.

Before using product zones do the following:

Define product zones in the Valid Product Zonescontrol maintenance record. Otherwise, all products are available for customer sales.
Set the Display Products Within A Customer's Product Zonescontrol maintenance record to determine whether all products display 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 customers.
Assign product zones to price lines.
Assign product zones to products, if necessary.

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

To assign customers to product zones:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter a customer's name to display the customer record.
Select Additional Product Zone to display the Product Zones dialog box.
Do one of the following:

Select the product zones from the list for this customer.
Click Recall List to display a list of previously compiled lists, select a list, and click OK.

Save your changes and exit the dialog box.