Check the minimum and maximum amount for a quotation/order
In the entry layout you can specify whether you want to block orders if the order amount is less than or more than a specific amount. You can configure this for the order and the quotation.
You apply a minimum order amount to avoid having to deliver very small orders. Profit blocks orders for which the total order amount is lower than the specified minimum.
You apply a maximum order amount, for example, to get approval for large orders from an authorised person first. Profit blocks orders for which the total order amount is higher than the specified maximum. The authorised person can then release the order so that the order can be delivered.
You can set up the blocking of orders at the order and quotation level. In this description, you can substitute quotation for order.
To set up the minimum and maximum amount checks:
- Go to: / / .
- Click on the action: .
- Open the entry layout properties for the order.
- Go to the tab: .
- Enter the minimum or maximum amount that Profit must check for.
- Enter an amount in to block orders for which the total order amount is lower than the amount specified.
- Enter an amount in to block orders for which the total order amount is higher than the amount specified.
- Click on: .