If want a customer to ONLY see items on certain Order Pads : Prima Edge Inc

If want a customer to ONLY see items on certain Order Pads Print

Modified on: Tue, May 14, 2024 at 2:17 PM

If you only want your customers to only view items on certain Order Pad follow these steps.

1. In the contacts web access tab, only tick Order Pads under view (not std cat/contact)

2. Set restrict to 'restrict to only items in Order Pads'

3. Add the Order Pads on right that you want them to see (even the dealer Order Pads)

NOTE: if you are using a dealer Order Pad, make sure it is against the OWN company and shared to the customers you want to see – DO NOT set a dealer OrderPad against the customer

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