Do you separate your products by product line or category? Do you have "approved product lines", meaning do you allow some of your customers to only have access to some of your product lines? If so, this is how you can prevent customers from accessing or ordering items that they are not authorized to access.
Set up product lines for your items (see this help article for more info). Only one product line is recognized per item.
In QuickBooks, create a custom field called ApprovedProductLines for customers. For each customer, in the ApprovedProductLines custom field, enter all product lines the customer is approved to sell, separated by a comma.
Notes:
- You might want to keep your product lines short because you only have about 30 characters for a custom field. So if a customer is approved for multiple product lines, you only have 30 characters to enter them all into (with a comma between)! If you can't make this work, talk to us about a different way to get ApprovedProductLines into Crik-IT.
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If a customer should have access to only some of the product lines AND to any item that is not assigned to a product line, add "None" to the ApprovedProductLines custom field.
- Crik-IT will put the value from the QuickBooks ApprovedProductLines custom field into the Miscellaneous field on the customers tab in Crik-IT. By default, the Miscellaneous field does not show, but you can turn it on by going to Maintain Permissions, select your username from the drop-down list, and check the checkbox called See Customers Miscellaneous column in the Customer Tab section.
In the Crik-IT/QuickBooks Configuration system (get there from Tools tab), in Item Configuration, in Product Line Configuration section, check the Will use customer custom field called ApprovedProductLines checkbox in the Customer Access section and save your change.
Then, click the Sync Your Data button, click the Let me choose what to sync link, then sync your customer data.
When done, return to Crik-IT, log out, then log back in to see the changes.