anyone aware of a bundle out there that restricts certain items to certain customers for sales orders?

You can do this without a bundle - 1. Create a public saved item search "Items for Customer XYZ Sales Orders" 2. Create a custom form "Sales Orders for Customer XYZ" 3. On the custom form, under the Sublist Fields tab, set the Item Filter to the Saved Search created in step 1 4. (optional) Use a workflow to have the custom form be used every time a new Sales Order is created for Customer XYZ

cool, thank you @ericbirdsall! what sort of workflow is involved to use the custom form?

From what I remember... you'd want a transaction workflow for Sales Orders - criteria of Customer = Customer XYZ. Before Load - set value - custom form = "Sales Order for Customer XYZ"

good stuff, thanks!

If you can't get it - it would be a good idea to ask in #C2C2JM29M

i’ve nailed this one but any idea how i can make the same workflow happen if the user creates a new sales order from the “New” menu on a customer record? i.e. the customer name is already populated