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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.

Note: 

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:

  1. Go to: General / Management / Entry layout.
  2. Click on the action: Copy.
  3. Open the entry layout properties for the order.
  4. Go to the tab: General settings.
  5. Enter the minimum or maximum amount that Profit must check for.
  6. Enter an amount in Block if amount < than to block orders for which the total order amount is lower than the amount specified.
  7. Enter an amount in Block if amount > than to block orders for which the total order amount is higher than the amount specified.
  8. Click on: OK.

Directly to

  1. Order process entry layout settings
  2. Set default blocking of quotations and orders
  3. Set a credit limit check
  4. Check the minimum and maximum amount of a quotation/order
  5. Set order printing
  6. Set order e-mailing
  7. Set up that orders are always placed in the dossier
  8. Enter order number manually
  9. Finalise a quotation immediately
  10. Copy a quotation after the expiry date
  11. Add a new order immediately
  12. Redetermine price/discount for cumulative entry

Process

Set up checks in the entry layout

Work area

sales