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Retail Item - Availability

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → ¶¶Òõ → Product List

From the Availability page of the Product List editor, define availability settings for a product, including:

  • Product availability by site and order source.

  • The available methods to provide the product to the customer.

Product availability restrictions are enforced in the following areas of the Ordering application:

  • Product Lookup.

  • Item Menus.

  • Item Modifier Menus.

A toast notification is displayed to the order taker when a product is unavailable.

Availability Settings

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → ¶¶Òõ → Product List

To define availability settings for a product:

  1. From the Availability page, locate the Availability section.

  2. Toggle Active to Active if the product is currently available to be sold.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

  3. Toggle Forbid Adding Via Lookup to On to prevent the order taker at the POS from adding this product to an order from the Product Lookup screen.

Availability - Order Sources

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → ¶¶Òõ → Product List

To restrict a product's availability by order source:

  1. From the Availability page, locate the Order Sources section.

  2. Toggle Allow Order Source Restriction to On.

  3. Toggle Available to No for each order source where sales of the product are NOT available.

Fulfillment Method

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → ¶¶Òõ → Product List

Identify the methods that the product can be provided to the customer:

  1. From the Availability page, locate the Fulfillment Method section.

  2. Toggle the following settings to the appropriate value:

    Setting

    Description

    Shipping

    Toggle On (Yes) if the product is available to be shipped to the customer’s location.

    Pick Up Later

    Toggle On (Yes) if the product is available to be picked up at the store at a future date/time.

    In-Store Purchase

    Toggle On (Yes) if the product is available to be taken home from the store at time of purchase.