Approved Products List (APL) will allow you to specify and "limit" the products being sold to a customer or group of customers. In addition to restricting the list of products sold, you may also allow or disallow a Mobile Unit Record to override an APL's item list.

For more information and pricing on this optionally licensed feature, please do not hesitate to contact a Solid Innovation Product Specialist.

Creating an Approved Product List

To create an APL, proceed as follows:

  1. Log in to SolidRouteAccounting.com.
  2. Navigate to the [Lists / Pricing & APL] menu.
  3. Click on [Create New] to add a new APL.
  4. Provide a descriptive name for this APL and click on [Next].
  5. On the Main tab
    1. Optionally enter a start and end date.
    2. Allowing a Sales Rep or Customer to override the APL will enable the user to add non-APL items to transactions in Solid Sales Pro™ or Solid Order Entry™.
      pricing & approved product list creation
  6. On the Customers tab, select whether the APL applies to All customers, selected Customer Groups or selected Customers.
    1. Use the arrow buttons to select Customer Groups or Customers applicable for this APL for the two latter options.
      pricing & approved product list customer selection
  7. Use the arrow buttons on the Item Groups tab to select which Item Groups are in this APL.
  8. On the Items tab, use the arrow buttons to select which Item Groups are in this APL.
  9. When done configuring the APL, click on [Save].
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