How to force Household selection when purchasing specific items
RecTrac 3.1.10.17.02
Table of Contents
Problem
How do I require that a Household is selected when purchasing specific items? I don't want these items to be sold to daily or guest households.
Solution
Make a rule on the item that does not allow for the item to be purchased by the Guest Household.
Steps For Solution
- From the RecTrac main menu, go to the Rules tab of the item for which you wish to prevent Guest Sales.
- Note: This rule may be linked at a higher linking level to affect more than one item.
- Click Add > Add Rule.
- Set Rule Options to Disallow.
- Set Rule Override Option to the desired level.
- Select Guest Household as the Criteria.
- Click Add New Criteria.
- Click Save to save the criteria.
- Click Save to save the rule.
- Click save to save the item.
Go to Global Sales Household Lookup, click Daily/Guest Household, locate the item you just added the rule to, and attempt to add it to the cart. You should now get a rule violation message preventing the sale with the override option you set.