▶️ Create restricted products

1. Enable Restricted Fields on Product Price Book Entry

1. Go to Products List View and select your product.

2. Open the Standard Price Book Entry for this product.

3. Click Setup Cog → Edit Page.

4. Drag a New Field Section onto the page, name it Restricted.

5. Add these fields to the section:

   • Restricted (checkbox)

   • Restricted Text

   • Display if Restricted (checkbox)

6. Save and refresh the page.

2. Configure the Product as Restricted

1. 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.

2. Click Save.

3. On the Product Record, click Sync Recent Price Changes.

4. Refresh your store page:

   • If restricted & not approved → product shows restricted message or is hidden.

3. Approve Specific Customers to Purchase Restricted Products

1. Go to Accounts List View and select the customer account.

2. Go to Additional Relationships → Permitted Restricted Products.

3. 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.

4. Save.

4. Customer Purchase Experience

1. Log in as the approved customer account.

2. Go to Products Page.

3. The restricted product will now:

   • Be visible.

   • Show restricted message & approved purchase quantity.

   • Allow Add to Cart.

4. Customer can proceed to checkout and purchase within approved quantity.

6. Track and Manage Purchases

1. In Permitted Restricted Products, check Purchased Quantity field:

   • Tracks how many units have been bought.

   • When limit is reached, product becomes restricted again.

2. To refund / reverse purchase:

   • Edit the record.

   • Check Void and save → resets purchased quantity accordingly.