Product Purchase Limits for Companies
Overview: This guide explains how to configure and manage purchase limits for products within a specific time period, ensuring that companies with multiple contact persons do not exceed predefined purchase limits.
Key Features
- Purchase Limits: Companies are restricted from purchasing more than a specified quantity of a product within a defined time period (7 days).
- Shared Limit Across Contact Persons: All contact persons associated with a company share the same purchase limit for a given product. This ensures consistency in the enforcement of purchase limits across different representatives of the company.
Configuration Notes
- NetSuite Integration: The purchase limits are sourced from NetSuite Integration. These limits cannot be modified within Erply, any changes must be made in NetSuite. It was stored in the Code 8 field in the Back Office.
- Product Level Configuration: The purchase limit is set at the product level. This ensures that all companies, regardless of their individual contact persons, have the same purchase limit for each product.
Concepts
- Time Period: The number of days in which the purchase limit is enforced (7 days from now).
- Purchase Limit: The maximum number of a specific product a company can purchase within the time period.
- Contact Person: An individual representing the company. Their purchases count towards the company’s total.
- Open Sales Orders: Pending orders that should be considered when enforcing the purchase limit.
- Open Sales: Pending sales that should be considered when enforcing the purchase limit.
Use Cases
Use Case 1: Purchase Within Limit
- Scenario: A customer from Company X comes to the store and wants to purchase a product with a limit of 8 units over 7 days. Company X hasn't purchased this product in the last 7 days.
- Action: The cashier scans the product and no restriction is detected in the POS.
- Outcome: The customer can purchase up to 8 units without restriction.
Use Case 2: Purchase Exceeding Limit
- Scenario: A customer from Company X wants to purchase 10 units of a product, but the company has already purchased 6 units in the last 7 days.
- Action: The cashier attempts to process the transaction.
- Outcome: The system restricts the purchase to only 2 additional units and notifies the cashier that the limit has been exceeded
Use Case 3: Multiple Contact Persons, No Open Sales Orders
- Scenario: Company Y has 3 contact persons. Person 1 buys 3 units, Person 2 buys another 3 units. Person 3 tries to buy 3 units, but the limit is 8 units over 7 days.
- Action: The cashier processes the purchases.
- Outcome: Person 3 is restricted to buying only 2 units, and the cashier is notified of the purchase limit.
Use Case 4: Multiple Contact Persons with Open Sales Orders
- Scenario: Company Y has an open sales order for 3 units. Person 1 buys 3 units, and Person 2 tries to buy 3 more units.
- Action: The cashier processes the purchases.
- Outcome: Person 2 can only purchase 2 additional units because the open sales order counts toward the total limit of 8 units.
Error Handling and Notifications
Exceeded Limit Error:
- If a purchase exceeds the set limit, the POS will display an error message and restrict the purchase to the allowed quantity.
Product Highlight:
- The system will automatically highlight the product line if the quantity is higher than the weekly limit. The cashier will not be able to check out until the product quantity has been adjusted.
