{"id":136847,"date":"2026-04-29T09:09:15","date_gmt":"2026-04-29T09:09:15","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%85%d9%86%d8%b9-%d8%b4%d8%b1%d8%a7%d8%a1-%d9%88%d8%a5%d8%b5%d8%af%d8%a7%d8%b1-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d9%84%d9%81%d8%a6%d8%a7%d8%aa-%d9%85%d9%86%d8%aa%d8%ac%d8%a7%d8%aa\/"},"modified":"2026-05-11T13:00:54","modified_gmt":"2026-05-11T13:00:54","slug":"prevent-specific-item-categories-from-being-sold-or-invoiced","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/prevent-specific-item-categories-from-being-sold-or-invoiced\/","title":{"rendered":"Prevent Specific Item Categories from Being Sold or Invoiced"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Sometimes you need to control what can be purchased through the system \u2014 certain product or service categories may be designated for sale only, or should not be included in purchasing transactions due to business policies or inventory controls. In this guide, you will learn how to configure the <strong>&#8220;Prevent Specific Item Categories from Being Sold or Invoiced&#8221;<\/strong> setting in the system and how it applies across all purchasing transactions.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Prevent Specific Item Categories from Being Sold or Invoiced &#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1778499123441{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li>From the main menu, click <strong>Purchases<\/strong> then select <strong>Purchase Settings.<\/strong><\/li>\n<li>Open the <strong>Invoice Settings<\/strong> card.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-136849 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/1-3.png\" alt=\"\" width=\"1367\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/1-3.png 1367w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/1-3-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/1-3-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/1-3-768x356.png 768w\" sizes=\"auto, (max-width: 1367px) 100vw, 1367px\" \/><\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"whitespace-normal break-words pl-2\">Navigate to the <strong>Inventory Control<\/strong> section.<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Locate the <strong>&#8220;Prevent Specific Item Categories from Being Sold or Invoiced&#8221;<\/strong> field and click on it.<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Select the categories you want to exclude from purchasing operations \u2014 you can select more than one category at a time.<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Click <strong>Save<\/strong> to apply the setting.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-136851 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/2-2.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/2-2.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/2-2-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/2-2-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/04\/2-2-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Scope of the Setting&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1778502942610{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Once the restricted categories are selected, products or services belonging to those categories will no longer appear when searching in any of the following purchasing transactions:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"whitespace-normal break-words pl-2\">Purchase Invoices<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Purchase Orders<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Purchase Price Quotes<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Request for Quotations<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Purchase Requests<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Purchase Returns<\/li>\n<li class=\"whitespace-normal break-words pl-2\">Purchase Debit Notes<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Verifying the Setting<br \/>\n&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1778503248300{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">To confirm the setting is working correctly after saving:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"whitespace-normal break-words pl-2\">Navigate to any purchasing transaction (for example, create a new purchase invoice).<\/li>\n<li class=\"whitespace-normal break-words pl-2\">In the product field, search for any product belonging to the restricted categories.<\/li>\n<li class=\"whitespace-normal break-words pl-2\">You will notice that no products from those categories appear in the results.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div data-test-render-count=\"2\">\n<div class=\"group\">\n<div class=\"contents\">\n<div class=\"group relative relative pb-3\" data-is-streaming=\"false\">\n<div class=\"font-claude-response relative leading-[1.65rem] [&amp;_pre&gt;div]:bg-bg-000\/50 [&amp;_pre&gt;div]:border-0.5 [&amp;_pre&gt;div]:border-border-400 [&amp;_.ignore-pre-bg&gt;div]:bg-transparent [&amp;_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&amp;_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8\">\n<div>\n<div class=\"standard-markdown grid-cols-1 grid [&amp;_&gt;_*]:min-w-0 gap-3 standard-markdown\">\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">If you later want to lift the restriction on a specific category, simply return to the same setting, remove the category from the selected list, and save again.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"flex justify-start opacity-0 group-hover:opacity-100 group-focus-within:opacity-100 transition\" role=\"group\" aria-label=\"Message actions\">\n<div class=\"text-text-300\">\n<div class=\"text-text-300 flex items-stretch justify-between\">\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"relative text-text-500 group-hover\/btn:text-text-100\">\n<div class=\"transition-all opacity-100 scale-100\"><\/div>\n<div class=\"absolute top-0 left-0 transition-all opacity-0 scale-50\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<div class=\"flex items-center\">\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-test-render-count=\"2\">\n<div class=\"contents\">\n<div class=\"mb-1 mt-6 group\">\n<h2 class=\"sr-only\"><\/h2>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":29,"template":"","categories":[2196,2191],"tags":[],"class_list":["post-136847","user_manual","type-user_manual","status-publish","hentry","category-purchase-invoices","category-purchases-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Prevent Specific Item Categories from Being Sold or Invoiced - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/prevent-specific-item-categories-from-being-sold-or-invoiced\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Prevent Specific Item Categories from Being Sold or Invoiced - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] Sometimes you need to control what can be purchased through the system \u2014 certain product or service categories may be designated for sale only, or should not be included in purchasing transactions due to business policies or inventory controls. 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