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Restrict single Item addition to Prebooks

Restrict single Item addition to Prebooks

Aug 26, 2026

 

In case you want to restrict the type of inventory salespeople are allowed to add to prebook orders, you can activate this option. Once it has been enabled, salespeople will only be able to add items coming from future sales and vendor availability inventories.

How Does this Option Work for Salespeople? 

Users that have this option enabled will only be able to create prebooks with items from Vendor Availability and Future Sales inventories.

Instructions

  1. Go to Setup > Users > Company Users.

  2.  Use filters to "Search" for the user.

  3.  Go under the Actions column and click on "Edit".

  4.  Select the "Options" tab.

  5.  Enable the option named Do not allow access to Customers' E-commerce.

  6.  Click on Save.

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