1. Enable Restricted Fields on Product Price Book Entry
Go to Products List View and select your product.
Open the Standard Price Book Entry for this product.
Click Setup Cog → Edit Page.
Drag a New Field Section onto the page, name it Restricted.
Add these fields to the section:
Restricted (checkbox)
Restricted Text
Display if Restricted (checkbox)
Save and refresh the page.
2. Configure the Product as Restricted
On the Price Book Entry page:
Check Restricted to make the product restricted.
Optionally, enter a Restricted Text (e.g. “Restricted product”).
Use Display if Restricted to control visibility:
Checked → product will show with restricted message.
Unchecked → product will not be visible to non-approved customers.
Click Save.
On the Product Record, click Sync Recent Price Changes.
Refresh your store page:
- If restricted & not approved → product shows restricted message or is hidden.
3. Approve Specific Customers to Purchase Restricted Products
Go to Accounts List View and select the customer account.
Go to Additional Relationships → Permitted Restricted Products.
Click New and configure:
Account → select customer.
Store → select store.
Product → select the restricted product.
Start Date / End Date → approval period.
Approved Quantity → set limit, or check Unlimited.
Save.
4. Customer Purchase Experience
Log in as the approved customer account.
Go to Products Page.
The restricted product will now:
Be visible.
Show restricted message & approved purchase quantity.
Allow Add to Cart.
Customer can proceed to checkout and purchase within approved quantity.
6. Track and Manage Purchases
In Permitted Restricted Products, check Purchased Quantity field:
Tracks how many units have been bought.
When limit is reached, product becomes restricted again.
To refund / reverse purchase:
Edit the record.
Check Void and save → resets purchased quantity accordingly.