Sage X3 provides a functionality to restrict certain products to be sold on the Sales Order, when the products cannot be sold to the customer unless the customer is authorized to buy such products. e.g. liquor products, medicine products etc.

Follow below steps to create a restricted pricelist.

• Navigate: Setup -> Sales -> Pricelists -> Setup

• Select a new pricelist setup for any pricelist type you like, as shown in screenshot below.

• Enter all mandatory details – Price code, Priority, Customers etc
• Select Price Type as Restricted

• In criteria tab, enter all the fields which should be criteria for restriction on sales order.
• Here we have selected Customer code and Product name to be criteria.
• Create and validate the price list setup.
• Navigate: Sales -> Price lists -> Price list entry

• Select Pricelist entry and create pricelists.
• Enter validity dates.
• Enter customer
• Enter Product
• Save pricelist

• Navigate: Sales -> Sales orders-> Sales orders
• Enter order details – Sales Site, Ship Site, Customer details
• Enter product.
• Now, if the product is on the restricted pricelist for the selected customer (& other matching criteria fields), it will give error “Prohibited product”.

• The other products which do not match the criteria can be added on the sales order without any errors.

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.