When a rep creates an order, the app will control that he can only order quantities in line with the minimum and maximum unit quantity entered by the Sales Manager and defined on the Pricelist level.
Sales Manager enters the min and max over:
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Web Import of pricelist
- API import
1. Showing the list of products on Pricelist for which we want to add MIN & MAX quantities
2. Populate the exported file with the MIN and MAX quantities. There are four different options for how it can be done:
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populate both MIN and MAX
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populate only MIN
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populate only MAX
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not populate MIN and MAX - MIN and MAX are anyway optional
3. Import the populated file
4. After the imported Min and Max quantity, you can export the pricelist to check if the imported changes were saved.
Min and Max labels are shown for the products where defined.
When packaging is not defined (i.e., only Units are considered), a user creating order will get the following notifications, and the minimum and maximum product quantity on order will be adjusted automatically according to the allowed quantity defined by the Sales Manager:
When packaging is defined, a user creating an order will get the following notifications, and the minimum and maximum product quantity on order will be adjusted automatically according to the allowed quantity defined by the Sales Manager:
A rep wanted to enter more than 6 - the app informed him that he is Packaging quantity exceeded the maximum quantity.
A rep is informed that the Packaging quantity is lower than the minimum quantity.