With this functionality you can limit the quantity of goods you sell to a customer. This is useful when you, e.g., have limited stock and you do not want to deplete the stock by selling it to just any customer. By setting up this functionality, you can prioritize the customers you want to sell to and limit the quantity they are allowed to buy per time period, (i.e. day, week or month), within a date span.
Example:
If the following is set up:
- Time level = Week
- Valid from date on Header level = March 2, 2015
- Valid to date on Header level is left blank, which means that the quota goods code is valid indefinitely.
- Valid from date on Detail level = March 2, 2015
- Valid to date on Detail level = March 31, 2015
- Max quantity = 5
- Keys defined = Customer and Item
- Values for the keys = C100 (for Customer), and I100 (for Item)
This would mean that Customer C100 can buy a total quantity of 20 for Item I100 during the month of March, but only 5 per week.
When entering sales orders, the system keeps track of the remaining quota balance. You will be flagged with a message should the quantity on the order line exceed the remaining quota balance, and you will not be allowed to register the order line for that quantity. You can view the remaining quota balance in the following:
- Quota goods transactions enquiry. This enquiry displays the original quota quantity, used quantity and remaining quota quantity per quota goods record. You can also drill down on detail level to view the customer/item/sales order and sales order line that consumed from the quota goods quantity.
- Customer service enquiry
- All “modes” in Smart sales order entry