Setting up exclusivity on item

Article12/06/20232 min read

When you produce private label items, you want to be prevented for selling them to customers that are not allowed to buy these items. When items are flagged as Exclusivity Items, you are only able to sell them to customers where the item is allowed.

To make an item exclusive

  1. Select the Search icon , enter Items, and then choose the related link.
  2. Open the card for the private label item.
  3. Select the Item Exclusivity check box on the Advanced Sales Management FastTab to make the item exclusive.

Exclusive Items are by default not available for a customer. You will only be able to sell it to a customer when:

• The Item is included in a recurring sales code that is connected to the customer.

•The Item is manually selected as allowed for a customer.

To allow an exclusive item for a customer

  1. Select the Search icon , enter Customers, and then choose the related link.
  2. Open the card for the customer where you want to allow an exclusive item.
  3. On the Advanced Sales Management FastTab, drilldown on the Allowed Exclusive Items field.
  4. On the Exclusivity Items page, choose the New action.
  5. Select the exclusive item and then choose the Update action.
Note

Updating the allowed and excluded items for customers requires the update actions on the Recurring Sales Lines page and the Exclusivity Items page. These actions can also be executed in the background, by creating a Job Queue Entry for Report 2013910 Update Exclusivity Items.