Access to Ordering

Ordering access determines whether a shopper can add an item to the cart and complete checkout. CyberStore evaluates account, Customer, Customer Class, item, category, View List, Item List, inventory, UOM, and order-value rules before accepting an order.

SYSPRO remains the source for Customers, stock codes, prices, credit information, and the resulting sales order. CyberStore controls which records and actions are available to the active storefront shopper.

Storefront-wide eligibility

Before evaluating a specific item, CyberStore determines whether the active shopper is generally allowed to order. Review these conditions when Add to Cart is unavailable throughout the site:

  • The Account is allowed to order and is not on hold.
  • The active Customer Class has not disabled Add to Cart.
  • The active Customer Class price-display and shopper-controlled pricing options permit the current shopper state.
  • An anonymous shopper is not blocked by the site’s anonymous pricing rules.
  • When pricing visibility is shopper-controlled, the shopper has chosen to show their pricing where that choice is required for ordering.

Maintain Account-level ordering in Account Settings and class-level ordering in Customer Class General Settings.

Item-specific eligibility

Even when the shopper can generally order, a particular item must pass its own checks:

  • The record is an orderable item rather than a Model container.
  • The item is approved for storefront use.
  • At least one available UOM is selected.
  • The item belongs to a category visible in the active View List.
  • That category permits Add to Cart for the active View List.
  • Inventory settings permit the requested quantity or backorder behavior.
  • Account or Customer Item List restrictions, when enabled, include the item.

A Customer Administrator can have broader Item List access according to Account configuration. Otherwise, Disable Add to Cart for Items not found in Item Lists linked to this Account or Active Customer limits ordering to the union of qualifying Account and Customer lists.

Category restrictions

Category shopping-cart restrictions can require an item from one category to be purchased with an item from another category. If the cart does not satisfy the relationship, the restricted item cannot remain in the order. Maintain these rules in Category Restrictions.

Account and Customer restrictions

An Account on hold cannot sign in. An Account that is not allowed to order can still browse according to its other access rules but cannot complete an order.

A Customer hold is evaluated separately. A shopper may be able to add items before checkout reports that the active Customer cannot proceed. Credit limits are maintained in SYSPRO; when the order exceeds the available credit permitted by the integration, CyberStore prevents confirmation.

Customer Class and View List restrictions

A Customer Class can disable Add to Cart for all class members and can establish default View List, payment, warehouse-selection, and minimum-order behavior. A View List can independently:

  • Hide an item or category.
  • Allow an item to be viewed without allowing it to be added to the cart.
  • Exclude a category from the shopper’s active catalog.

These rules are cumulative: visibility alone does not imply ordering access.

Inventory and UOM restrictions

The item’s inventory settings determine how much can be ordered when available quantity is limited. An item without an available UOM cannot be priced or added to the cart. Inventory calculation, Available to Promise, and warehouse-selection rules can also affect whether a requested quantity and date are valid.

Minimum order amount

The active Customer Class can require a minimum pre-tax order amount. The shopper must meet or exceed that amount before confirming the order. Review Minimum Order Amount in Customers > Customer Class Maintenance > General.

Troubleshoot ordering access

When a shopper cannot order, identify whether the problem affects the entire account or only one item:

  1. Confirm the Account can sign in, is not on hold, and has Allow Ordering enabled.
  2. Confirm the active Customer is not on hold and has sufficient credit under the configured SYSPRO rules.
  3. Review Customer Class Add to Cart, price-display, minimum-order, payment, and View List settings.
  4. Confirm the item is approved, orderable, assigned an available UOM, and visible in the active View List.
  5. Review Item List and category cart restrictions.
  6. Confirm that inventory and requested-date rules permit the quantity.
  7. If checkout begins but cannot complete, review the displayed validation message and the relevant Customer, credit, payment, shipping, and order-integration settings.

For a closely related diagnosis of hidden prices, see Access to Pricing.

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