<aside> 💡 Restrictions on the Customer Portal come from 2 different places; The ‘collection permissions’ section on the SalesMachineX customer page and ‘item restrictions’ from your office system.

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Item Restrictions

<aside> 💡 If you create an external user against the customer and log in to the Customer Portal you will be able to check the active item restrictions

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Item restrictions come from your office system during a sync. These are setup in your office system against a customer and they limit what is shown to a customer on a search and what they can purchase.

• If a customer was able to purchase restricted items on the Customer Portal please check the item restrictions in your Office system.
• If the restrictions look ok in your office system then the restrictions were probably in the process of being updated / applied to the customer the last time the site was synced or were synced mid update.
• If you create an external user against the customer and log in to the Customer Portal you will be able to check the active item restrictions.

Customer Portal Collection Permissions

The Collection Permissions on the SalesMachineX customer card stop collections from being shown to the customer in the Customer Portal Menu. This is visual only and does not stop the customer from purchasing products if they search for them. To stop products being purchased you need to setup item restrictions in your office system