A new tab, Customer Spend Quotas has been added to Customer Masterfile Maintenance allowing users to enter and maintain customer spend quotas to restrict the value a customer can purchase without up-front payment.

 

All quota values exclude GST. When assessing quota balances, GST and freight charged (except for freight charged as a line item) are excluded from the calculations.

 

Quotas can be entered for a customer account or individual delivery addresses, and for all product groups, or individual products groups. Quotas can be set up to run for a period of time, and different quotas can be set up for different periods of time if required. Quota amounts can be set as monthly amounts or yearly amounts, and unused quotas can be rolled over to future months/years if required.

 

 

Quotas are enforced in Sales Order Entry/Maintenance when saving a sales order, and in Point of Sale when saving a transaction.

 

When entering a sales order for a customer with quotas, users will be alerted to the balance of the quotas remaining:

 

Where the sales order being entered will cause the customer to exceed a defined quota, users will be alerted prior to the sales order being saved so that the order can be edited if required.

 

If users continues and saves the order, the sales order will be placed in credit hold for an accounts department staff member to obtain approval or up-front-payment from the customer.

 

When entering a POS transaction for a customer with quotas, users will be alerted to the balance of the quotas remaining:

 

When saving a POS transaction for a customer with quotas, both the invoice value and backorder value are checked against the customer’s quota balances.

 

Where the invoice value will exceed the customer’s available quota, users will be alerted and payment will be required for the over quota amount if they continue.

 

If payment for the invoice is processed for less than the amount the quota has been exceeded by, an override password is required to finalise the POS transaction.

 

Where the backorder value (plus the invoice value as this needs to be deducted from the available quota) will exceed the customer’s available quota, users will be alerted and the sales order will be placed in credit hold for an accounts department staff member to obtain approval or up-front-payment from the customer. If the backorder is being paid for in full, this message will not appear and the sales order will not be placed in credit hold.

 

Where the backorder causes a quota overage, it will be placed in credit hold.

 

A new tab has been added to the Global Customer Enquiry > Sales & Service Section to allow users to view the current enforced quotas for a customer and their available quota balances.