{"id":23934,"date":"2024-06-12T13:29:13","date_gmt":"2024-06-12T11:29:13","guid":{"rendered":"https:\/\/docs.prim.io\/limits-on-sales\/setting-limits-by-customer\/"},"modified":"2024-06-12T13:29:14","modified_gmt":"2024-06-12T11:29:14","slug":"setting-limits-by-customer","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/pricing-and-pricing-policies\/limits-on-sales\/setting-limits-by-customer\/","title":{"rendered":"Setting limits by customer"},"content":{"rendered":"\n<p>Interface for editing\/setting limits per customer. It consists of <strong>Limits (1)<\/strong>, <strong>Settings (2)<\/strong> and <strong>History (3)<\/strong>:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1545\" height=\"352\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/limiti-po-clienti.jpg\" alt=\"\" class=\"wp-image-20587\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/limiti-po-clienti.jpg 1545w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/limiti-po-clienti-768x175.jpg 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/limiti-po-clienti-1536x350.jpg 1536w\" sizes=\"(max-width: 1545px) 100vw, 1545px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Limits (1)<\/h3>\n\n<p>In the fields you must select what the limit conditions will be:  <\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Field<\/td><td>Description<\/td><\/tr><tr><td>Company<\/td><td>You choose which own company the limit will be associated with. This field is mandatory.<\/td><\/tr><tr><td>Type<\/td><td>Select a limit type:  <br\/>&#8211; on invoiced goods. The limit will be calculated on the basis of financial documents.  <br\/>&#8211; by goods sold. The limit will be calculated based on sales.<br\/>Depending on the type set, the system will do a check based on a financial document or sale. Mandatory for choice.<\/td><\/tr><tr><td>Currency<\/td><td>Choose a limit currency. Mandatory for choice.  <\/td><\/tr><tr><td>Limit value<\/td><td>Enter a limit value. Mandatory for choice.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>Checker <strong>Block transaction when limit reached <\/strong>controls whether the system will stop a transaction (invoice or sale) when the limit is reached. For example, if you have set a limit of sold goods of 100 BGN and the customer has already sold goods for 80 BGN, when trying to create a sale for more than 20 BGN, the system will stop the process by error.<\/p>\n\n<p><br\/>Check <strong>Blocking in the presence of a past due receivable<\/strong> controls whether the system will block transactions if the customer has unpaid debts. When a check is complex, a field for <strong>Additional days <\/strong>to pay will appear. They are different from the Invoice Payment <strong>Due<\/strong> Days and are not tied to it, but are only used for Customer Block Days.  <\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Checkers manage the ability to stop operations when a limit is reached, but if they are not put in, the system will only inform you that the limit has been reached, but will not stop the process.  <\/p><p>In the case of checks, transactions can only be confirmed, despite the limits reached, by users who are eligible <a href=\"https:\/\/docs.prim.io\/bg\/?page_id=10402\" data-type=\"URL\" data-id=\"https:\/\/docs.prim.io\/bg\/?page_id=10402\">for limit violations.<\/a> <\/p><\/blockquote>\n\n<h3 class=\"wp-block-heading\">Settings (2)<\/h3>\n\n<p>In Settings (2) you can set additional conditions to the customer such as Default <strong>Price List<\/strong> and <strong>Payment Term, Days<\/strong> of Financial Documents. The fields are optional.  <\/p>\n\n<h3 class=\"wp-block-heading\">History (3)<\/h3>\n\n<p>In the field you can see a history of the limit with user data, date and time, and information about the changes made.  <\/p>\n\n<p>All changes are saved with the <strong>Confirm<\/strong> button.  <\/p>\n\n<p>If you want to remove the entered data, press <strong>Delete<\/strong>.  <\/p>\n\n<p>If you want to return to the front interface without making changes, click the <strong>Close<\/strong> button.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Interface for editing\/setting limits per customer. It consists of Limits (1), Settings (2) and History (3): Limits (1) In the fields you must select what the limit conditions will be: Field Description Company You choose which own company the limit will be associated with. This field is mandatory. Type Select a limit type: &#8211; on [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23771,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting limits by customer - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/pricing-and-pricing-policies\/limits-on-sales\/setting-limits-by-customer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting limits by customer - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for editing\/setting limits per customer. It consists of Limits (1), Settings (2) and History (3): Limits (1) In the fields you must select what the limit conditions will be: Field Description Company You choose which own company the limit will be associated with. This field is mandatory. 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