You can assign specific customers or contacts permission to buy products such as R22 Freon that require EPA certification such Section 608 or 609 certification. Product sales will be restricted to only those customers or contacts who have that certification.
First configure the product: On the Product Master, go to the General page, and type the Certification Code.
Then configure the customer or the contact.
- If you want to allow all contacts associated with a customer to purchase the product, on the Customer Master, go to the General page and type the Product Certification Code for each product this customer may purchase, separated by commas.
- If you want to restrict purchase to select contacts, then on the Customer Master, go to Contacts. Click the contact to whom you want to grant permission to buy the product, click the Setup tab, and then the Permissions tab. Type the Product Certification Code for each product this customer may purchase, separated by commas.
When you add the product to a sales order, Inform will check the customer and contact certification to make sure they have permission. If not, then Inform will not add the product to the order.
Note: If you want to bypass this restriction, you can set the Company Master: Caution Message for Customers without Product Certification in S/O to Yes. Inform will still check for permissions, but if the customer does not have permission, Inform will add the product to the order with the status "Product Certification Required."
