Setup
| To | See |
|---|---|
| View the permission sets. | Permissions |
| Run the assisted setup. | Use Assisted Setup |
| Set up the parameters that define how the Purchasing Restrictions app works. | Set Up Purchasing Restrictions |
| Create purchasing restrictions categories, which are used to group similar purchasing restrictions. | Create Purchasing Restrictions Categories |
| (Optional) Define the items that will not be subject to purchasing restrictions, which means you can purchase the unrestricted item from any vendor. | Set Up Items |
| Define the items and quantity ranges you are allowed to order from a vendor. | Create a Purchasing Restriction |
| Assign a purchasing restriction to a vendor. | Assign a Purchasing Restriction |
| Add or remove purchasing restrictions from multiple vendors. | Manage Vendors' Purchasing Restrictions |
| Update the status of one or more purchasing restrictions by purchasing restriction number or by vendor. | Manage Purchasing Restrictions Statuses |
| Add or remove multiple items from specific purchasing restrictions or from purchasing restrictions linked to selected vendors. | Manage Items on Purchasing Restrictions |