Product restrictions by country

Question

WE are in the medical devices (FDA controlled) and need specific product approval prior shippping to some countries. 
 In some cases also, in addition to product approval, we also do need customer certification approval prior shipping to him. 
 What could be the best way to manage these 2 constraints in X3? 
 
 Thanks

Julien Patureau · Answer

Regarding the first constraint, if you have a dedicated product code per country (usually the case becasue packing, slip need to be translated in local language) then you can set a mandatory customer referencing to prevent shipping to unauthorized customer/destination. 
 Or you can set workflow rules upon the sales order creation (this solution is applicable even if same product code is common to multiple countries). 
 And you can create forbidden price to ensure that a product cannot be delivered in some countries. 
 
 Regarding the second constraint, you may want to manage sales order approval workflow as well. Even so this solution is limited because the customer cannot access your system. So you need an internal user to approve based on customer directions. Without additional details, I see no workaround (except for a customization).

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