Min/Max Amounts

This chapter presents how to add min/max amounts on an item. This functionality is available on POS issue documents.  

This is a control when issuing POS Issued documents. The control is recommended and necessary to prevent the staff from issuing wrong quantities or entering the wrong minimum amount of VAT..

Case summary Calvin Clerk from sales wants to limit the maximum amount for one invoice and define the minimum amount of VAT. This is done as follows: Setting the POS Document Type Reviewing Change

1. Setting the POS Document Type

In order to set the maximum amount on POSX issue documents, the person responsible selects Settings | Program | Document Types in the main menu.

The Document Types register window opens.

The person responsible defines the maximum amount and minimum amount of VAT.

In order for these amounts to be valid, it is necessary to select the checkbox Check Price and Quantity in Line.

The person responsible saves the changes by clicking the  button in the toolbar.

WARNING Changes to the settings must be saved so that they are immediately reflected in your work.

2. Reviewing Changes

The person responsible continues by checking the applied settings by opening the POSX issue document and inserting a new record.    

Next, the person responsible adds a line on the POS isssued document.

The person responsible adds an item with a larger quantity and thereby exceeds the maximun amount allowed.

An Error window appears and informs that the maximum value of the line cannot be exceeded.

The process is confirmed by clicking the OK button.

Hint For more information about POSX, see the chapter POSX invoice