Filter/Search Customers by Manufacturer Exclusions

There is a new manufacturer exclusion icon in the search row under the manage column. Clicking this icon will allow you to filter (or search) for your customers that are excluded from one, or several, of your manufacturers. Just check the mfr(s) you’d like to see all excluded customers for and click save.

If you’d like to only see customers without exclusions, there’s a checkbox at the bottom of the window labeled “Customers without a mfr exclusion” that you can select. Clicking save will show customers that are not excluded from any mfr.

Like all other forms of filtering and searching, this filter can be used with other column filters to make defined search lists. You can remove the search/filter by clicking “clear search”
Related: Exclude Manufacturers from Customer


mfr exclusion filtering

Manufacturer Exclusion Warning When Adding an Order

Now when you try to enter an order for a customer with a manufacturer they have been excluded from, a warning will be displayed. This is to notify you of an existing exclusion for the specific customer/manufacturer combination and give you the opportunity to reconsider.

Users can still enter orders with a warning sign. The warning does not block the ability to enter orders.

RELATED: Mfr Exclusion

The warning appears on the add record page…


mfr exclusion warning




As well as on JSC

mfr exclusion warning2