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Restrict Iem Selections

edited Nov 26, 2019 8:42AM in Accounting / ERP 3 comments

We sell in multiple states and want to restrict the list of items that is available for our sales reps when creating quotes and sales orders to only those items that are available in the location (in this case state) that they operate.

Is there a way to restrict this info.

I have assigned location/class/department to the items and have also defined the users location/class/department.

But I do not see a switch anywhere that automaticall filters that data from the item list for them.

I have searched the forum and found references to setting this up for webstore but we are not using that yet. It is for out internal users.

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