Restricted Items

October 01, 2024October 01, 2024

If you have inventory that you want only your fully-authorized administrators to be able to create and manage, you can use the Restricted Item feature. There are two areas of the system in which you will work with your Restricted Items. Here are some important points:

  • Only employees with user logins in the Administrators group, who have permission for all parts of the system, will be able to search for Restricted Items in the Register.
  • Users without permission can open and view the Edit Product page, but cannot view Cost information for the items.

  • If a user without permission tries to load a Restricted Item into the Register, it will not load and an alert will pop up to notify the user of the reason.

 

Setting a Product to Be Restricted

To set a product to be a Restricted item, use the following steps:

  1. Open the product by searching for it in the System Search at the top and clicking on its title.
  2. Go to the Advanced tab.
  3. Find the toggle for Restricted Item and toggle it on.

  1. Save the product. You're all set!

 

Manage Your Restricted Products

Users in the Administrators user group will see the Restricted Items module in the list for Modules and can access the list there.

The Restricted Items page lists all products you have set to be restricted and allows you to add more as needed very easily. You simply search in the Add Products field, select the item you want, and it will be set as a Restricted Item moving forward.

You can also remove the Restricted Item status from an item by removing it from this list using the X button on the far right.