Item Sale Limits

Item Sale Limits

Item Sale Limits Overview

An item sale limit is a simple rule that can be placed on a product(s) to limit their sale in a single transaction or per day. This feature comes in handy for specific products that may have transactional limits set by the manufacturers or vendors or for special items with limited quantities.

In this article, you will learn:
  1. How to add an item sale limit
  2. How to edit an item sale limit
  3. How to delete an applied limitation on item(s)

1. Reaching the "Item Sale Limits" Module

To reach the "Item Sale Limits" module:
1. Log into Control Center
2. Choose Point of Sale
3. Choose Maintenance
4. Choose Restrictions
5. Choose Item Sale Limits


                                                                                   Figure 0.0

Understanding "Item Sale Limits" Layout

Please see the image below labeled Figure 0.1 for descriptions of the buttons and fields that appear on the screen.

                                                                                                Figure 0.1
  1. From here, you can add, edit, and delete the sales restrictions as per your requirements.

1. Add New Item Sale Limits

Follow the steps below to add a new item sale limit:
  1. Click the “Add New” button highlighted in Figure 0.1 above to add a new item sale limit.
  2. The form highlighted in Figure 1.0 will appear on your screen.
                                                                           Figure 1.0
  1. Fill in the required information in each field to add a new sale limit.
  2. Finally, you may save or close a new item sale limit creation page by using the highlighted buttons.

1.1 Fields:

  1. Name: Enter the unique name for sale limits. 
  2. Item Limit: This field can be set to determine how many units of these items can be sold, i.e., 30 packs (3 cartons), 50 packs (5 cartons), etc. Note that this will always be set at a child/subunit level. 
  3. Include Parent Products: Since the sale item limit is applied to child products, toggle this option to YES if you wish to include all parent products.
  4. Match All Items: If this option is set to YES, it will match all the selected categories and will not allow you to add more items than a total of 30 or 50 (limit selected in the Item Limit field). If this field is toggled off, the system will allow you to select all the items without limit.

1.2. Manage Assignments:

  1. Select Locations: This option lets you override the item sale limit to a specific location, location group, or all.
1) All: If this option is selected, it will apply the sale limit to all locations.
2) By Locations: If this option is selected, it will apply the sale limit to selected locations.
3) Location Groups: If this option is selected, it will apply the sale limit to all the location groups. 

            Figure 1.2.0               

1.3 Sale Limit Filters

To add item type to the item sale limit, click on "Add Item Type" by following the below-mentioned steps.
  1. Click the “Add Item Type” button highlighted in Figure 1.0 above to add item type to the sale limit.
  2. The form highlighted in Figure 1.3.0 will appear on your screen.
Notes
See Figure 1.3.0. If you choose item type as “Manufacturer Code," then it makes it easy for you to identify the brand. You will notice at the beginning of a standard 12-digit UPC for a certain class of product that the first six digits will be the manufacturer code and are generally shared.

                                  Figure 1.3.0
  1. Choose the right filter type to further add items to the item sale limit.
  2. After you select your filter, you can then select your items by clicking the "Manage" button as shown in Figure 1.3.1.

                                      Figure 1.3.1
By clicking the "Manage" button, a Manage Filters window will pop up. You will see the following details: 


                                                                                          Figure 1.3.2
  1. You will see different records to select the item's categories.
  2. You will find the  checkbox along with all the records. You need to select the items from the list and move to the "Selected List" area on the right side.
  3. Once selected, click on "Apply."
  4. You will see the total number of categories selected and the categories that will be part of the item's sale limit. See Figure 1.3.3.

                                                    Figure 1.3.3
  1. Buttons:
  1. Save and Close: This button saves the changes and exits the Add Item Sale Limit form.
  2. Save and New: This button also saves the changes made but opens the New Add Item Sale form.
  3. Save: This button saves the current changes made and opens the same page.
  4. Cancel: This button cancels all the changes made.

2. Editing Item Sale Limits

Follow the steps mentioned below to edit an added item sale limit:
  1. Click the “Edit” button highlighted in Figure 0.1 above to edit the added item sale limit. 
  2. The form highlighted in Figure 2.0 will appear on your screen.

                                                                            Figure 2.0
Notes
Edit the data in the fields, which are explained above under Add New Item Sale Limit to update the existing item sale limit.

3. Deleting Item Sale Limits

Follow the steps mentioned below to delete an added item sale limit:
  1. Click the Edit button highlighted in Figure 0.1 above to edit the item sale limit.
  2. The form highlighted in Figure 3.0 will appear on your screen.

                                             Figure 3.0
  1. Click “Yes, Delete” to continue the process of deleting the sale limit record.
  2. Click “Cancel” to close the pop-up and skip the deletion process.

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