# Product Client Restrictions

🧾 What are Product Client Restrictions?

By default, every product in OrderEazi is available to all clients. Client Restrictions let you change this by associating a product with one or more specific clients.

When a product has restrictions applied, it can only be added to projects that belong to one of the allowed clients. Projects belonging to other clients won't see the product at\
all.

If no restrictions are set, the product remains unrestricted and available to everyone.

⚙️ How It Works

When you edit a product, you'll find a Client Restrictions section. You can search for and add clients using the autocomplete input.

* Leave the section empty to keep the product unrestricted
* Add one or more clients to restrict the product to those clients only
* Remove a client tag to revoke their access

When you save the product, OrderEazi automatically checks all open projects for incompatible lines - project lines where the product is now restricted from the project's client.

When incompatible lines are found:

* Lines that can be removed are deleted automatically
* Lines tied to an existing sales order are locked and skipped - these require manual review
* A notification is shown after the save, summarising how many lines were removed and across how many projects

💡 Why Use Product Client Restrictions?

Product Client Restrictions are particularly useful for:

* Selling exclusive or branded products to a single client without exposing them to others
* Managing supplier-specific product ranges where access is contractually limited
* Preventing quoting errors by hiding products that aren't valid for a given client
* Controlling product visibility during phased rollouts or trials with specific clients

🔒 Sales Order Locks

OrderEazi will not automatically remove a project line if that project already has a sales order raised against it.

In this case, the line is flagged in the post-save notification as requiring manual review. You'll need to handle these lines directly on the affected projects.

A line locked by a sales order cannot be automatically removed. Review the affected projects and remove or replace the line manually.

✅ Summary

Product Client Restrictions give you control over which clients can access a product:

* Products with no restrictions are available to all clients
* Restricted products are hidden from projects belonging to other clients
* Incompatible project lines are removed automatically when restrictions are saved
* Lines locked by a sales order are preserved and flagged for manual review

This keeps your catalogue clean and prevents products from appearing in projects where they don't belong.


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