“Purchase Limit Rules” set maximum purchase limits on B2B accounts. Limits can be made based on specific products, product types, static categories, or attributes, in addition to a specific B2B account or customer segment.B2B orders will be held in a “Pending Shipment” state for a period of time before being “released” for fulfillment. Orders are validated against configured Purchase Limits at the time of release. If an order is placed that surpasses the allowed limit, then the excess item quantity will be cancelled when orders are released for fulfillment. “Purchase Limit Rules” set maximum purchase limits on B2B accounts. Limits can be made based on specific products, product types, static categories, or attributes, in addition to a specific B2B account or customer segment. B2B orders will be held in a “Pending Shipment” state for a period of time before being “released” for fulfillment. Orders are validated against configured Purchase Limits at the time of release. If an order is placed that surpasses the allowed limit, then the excess item quantity will be cancelled when orders are released for fulfillment. First, we need to verify some Fulfillment settings in the General Site settings menu that will make the Purchase Limit Rules work.To navigate to the “General Settings” menu page, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. First, we need to verify some Fulfillment settings in the General Site settings menu that will make the Purchase Limit Rules work. To navigate to the “General Settings” menu page, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. This is the General Settings menu page. We discussed all sections of the General Settings menu in separate videos. This is the General Settings menu page. We discussed all sections of the General Settings menu in separate videos. First, we need to make sure we have selected the correct “Site”, based on the “Parent Catalog”, at the top of the menu page. General Settings are configured per “Site”. When we have selected the correct “Site”, we’ll click the “Site” tab under the “General” setting section. First, we need to make sure we have selected the correct “Site”, based on the “Parent Catalog”, at the top of the menu page. General Settings are configured per “Site”. When we have selected the correct “Site”, we’ll click the “Site” tab under the “General” setting section. Scroll down to the “Fulfillment Settings” section and toggle “on” the “Enable configurable shipment release” setting. This is what allows orders to be held in the “Pending Shipment” state before being released for fulfillment.Then, we’ll enter an integer between “1” & “7200” in “Release orders ‘blank’ minutes after order submit”. This is required whenever Configurable Shipment Release is enabled. Scroll down to the Fulfillment settings section and toggle on the enable configurable shipment release setting. This is what allows orders to be held in the pending shipment State before being released for fulfillment. then we’ll enter an integer between 1 and 7200 and release orders blank minutes after order submit This is required whenever configurable shipment releases enabled. Ensure that “Reserve inventory when order status is PendingShipment” is disabled, otherwise B2B Order Rules will not be available. Ensure that “Reserve inventory when order status is PendingShipment” is disabled, otherwise B2B Order Rules will not be available. Enable “B2B Order Rules”, then we’ll select whether we want to “Manually release orders”, which is the default behavior that requires Admin users to initiate release of orders for fulfillment, or “Automatically release orders every ‘blank’ minutes”, and enter a value in which orders will be released for fulfillment at the configured interval. This will be the method in which orders are released based on rules. Any orders that are not released as part of “B2B Order Rules” will be released according to the “Release orders ‘blank’ minutes after order submit” setting instead.Enabling “B2B Order Rules” also allows users to determine the order in which B2B Orders are released based on “Account Priority”. This is not required, but may be configured if we want to further fine-tune the B2B fulfillment process. Enable B2B order rules, then we’ll select whether we want to manually release orders, which is the default behavior that requires admin users to initiate release of orders for fulfillment or automatically release orders every blank minutes and enter a value in which orders will be released for fulfillment at the configured interval. This will be the method in which orders are released based on rules. Any orders that are not released as part of B2B order rules will be released according to the release orders blank minutes after orders submit setting instead. Enabling B2B order. Rules allows users to determine the order in which be to be orders are released based on account priority. This is not required but may be configured if we want to further. Fine-tune the B2B fulfillment process. When we have configured the “Configurable Shipment Release” and “B2B Order Rules” settings, we’ll click “Save”. When we have configured the “Configurable Shipment Release” and “B2B Order Rules” settings, we’ll click “Save”. Next, we’ll configure the Purchase Limit Rules. To navigate to the Purchase Limit Rules menu, in the left menu, on the “MAIN” tab, click “Orders”, then click “Purchase Limit Rules”. Next, we’ll configure the Purchase Limit Rules. To navigate to the Purchase Limit Rules menu, in the left menu, on the “MAIN” tab, click “Orders”, then click “Purchase Limit Rules”. This is the Purchase Limit Rules menu. This is the Purchase Limit Rules menu. All previously configured and saved Purchase Limit Rules will be listed here, depending on the “Site” chosen on the top left dropdown. All previously configured and saved Purchase Limit Rules will be listed here, depending on the “Site” chosen on the top left dropdown. Edit the “Rank” of a rule or click and drag it to reorder them. When the rules are run, they will always be applied in order of the highest to lowest Rank, with “1” being the highest Rank.Ranks are unique per rule across all Sites in the Parent Catalog. This means that if a rule is Ranked “#1” and only assigned to one Site, then all other Sites will not display a rule in the “#1” Rank position. If that rule is assigned to multiple Sites, it will be Ranked “#1” on each assigned Site and the Sites it is not assigned to will not display a rule in the “#1” position. If a rule needs to have a different Rank on two different Sites, then it should be created twice and a different unique Rank should be assigned to each. Edit the rank of a rule or click and drag it to reorder them. When the rules are run, they will always be applied in order of the highest to lowest rank with one being the highest in rank. Ranks are unique per rule across all sites in the parent catalog. This means that if a rule is ranked number one and only assigned to one site, then all other sites will not display a rule in the number one ranked position. If that rule is assigned to multiple sites, it will be ranked number one on each assigned site. And the sights, it is not assigned to will not display. A rule in the number one position. If a rule needs to have a different rank on two different sites, then it should be created twice and a different unique rank should be assigned to each. Check multiple rules and then use the “Actions” menu in the top right to “Delete”, “Enable”, or “Disable” them. Check multiple rules and then use the “Actions” menu in the top right to “Delete”, “Enable”, or “Disable” them. Toggle the “Status” icon on a specific rule to “Activate” or “Deactivate” it. Toggle the “Status” icon on a specific rule to “Activate” or “Deactivate” it. Click the “Ellipses” to expand the Actions menu on a specific rule to “Edit” or “Delete” it. Click the “Ellipses” to expand the Actions menu on a specific rule to “Edit” or “Delete” it. Click the “Test Rule” button on the right to open a sidebar and enter a Product with a Customer or Customer Segment. The system will evaluate which rule affects that case and display it with its “rank” and “maximum quantity”, as well as a link to view or update the rule configurations. Click the “Test Rule” button on the right to open a sidebar and enter a Product with a Customer or Customer Segment. The system will evaluate which rule affects that case and display it with its “rank” and “maximum quantity”, as well as a link to view or update the rule configurations. To create a new Purchase Limit Rule, click the “Create Purchase Limit Rule” dropdown on the top right. Then, select the Site the Purchase Limit Rule is being created for. To create a new Purchase Limit Rule, click the “Create Purchase Limit Rule” dropdown on the top right. Then, select the Site the Purchase Limit Rule is being created for. This is the Purchase Limit Rule Configuration page. Required fields are noted with a green “star”. We will discuss all sections. This is the Purchase Limit Rule Configuration page. Required fields are noted with a green “star”. We will discuss all sections. First, we’ll need to enter an optional “Code”, Rule “Name”, and optional “Description”.If any Rule “Code” is not supplied by the user, the system will auto-populate it. First, we’ll need to enter an optional “Code”, Rule “Name”, and optional “Description”. If any Rule “Code” is not supplied by the user, the system will auto-populate it. Purchase Limit Rules are based on expressions called “Product” and “Customer Rules”, at least one of which is required to create a rule. These are made up of a set of “Conditions” that can be used with logical “Operators” like “or” or “and”, such as in a product rule of “Color equals Blue AND Brand equals Adidas” that would restrict the purchase limit rule to products that fit those conditions.“Product Rules” can be based on product type, code, variant, static category, attribute, and some other first class fields. Purchase limit rules are based on Expressions called Product and customer rules, at least one of which is required to create a rule. These are made up of a set of conditions that can be used with logical operators, like or or and such as in a product rule of color equals blue, and brand equals Adidas that would restrict the purchase limit rule to products that fit those conditions. Product rules can be based on product, type code variant, static, category, attribute and some other first-class fields. Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format.Here, we’ll give the new Product Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a product “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed. Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format. Here, we’ll give the new Product Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a product “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed. When we have defined one or more Conditions, we can click “Preview” on the right to view a list of records that would be impacted by the expression. Then we’ll click “Save” on the bottom right. When we have defined one or more Conditions, we can click “Preview” on the right to view a list of records that would be impacted by the expression. Then we’ll click “Save” on the bottom right. “Customer Rules” can be based on either a customer account or customer segment. If neither is provided, the rule will apply to all customers and customer segments. “Customer Rules” can be based on either a customer account or customer segment. If neither is provided, the rule will apply to all customers and customer segments. Again, Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format.Here, we’ll give the new Customer Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a customer “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed.Important Note: Product and Customer Rules cannot be shared across any other “Rule” features, such as “Return Rules”. This means that only those that were created as part of “Purchase Limit Rules” will be available here. Again, Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format. Here, we’ll give the new Customer Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a customer “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed. Important Note: Product and Customer Rules cannot be shared across any other “Rule” features, such as “Return Rules”. This means that only those that were created as part of “Purchase Limit Rules” will be available here. Lastly, we’ll Enter the “Max Quantity” that can be purchased. Lastly, we’ll Enter the “Max Quantity” that can be purchased. When we have configured all desired fields for the new Purchase Limit Rule, we’ll click “Save” on the top right. This will add the new Purchase Limit Rule to it’s respective Site. When we have configured all desired fields for the new Purchase Limit Rule, we’ll click “Save” on the top right. This will add the new Purchase Limit Rule to it’s respective Site.