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Minimum order value and freight limits#

Optimizing unit costs is key to a successful wholesale transaction. For this reason, you can now specify how much you must order from a vendor at the very least and up to which amount transportation fees will be paid by the supplier.

  1. Open a vendor card.
  2. On the Receiving FastTab, fill in the Minimum Order Value and Carriage Paid Limit fields. The amounts in both fields must be in the currency specified for the vendor.

What you enter in these fields is then shown as part of purchase order statistics and on requisition and planning worksheets for informational purposes.

In statistics#

To see what you purchased:

  1. Open a purchase order.
  2. On the ribbon, choose Order > Statistics.

Note

The Minimum Order Value and Carriage Paid Limit fields that you can see on the Vendor FastTab of the page show amounts in the currency used by the vendor, regardless of the currency specified on individual orders.

On worksheets#

Minimum order values and carriage paid limits are also shown on requisition and planning worksheets.

Additionally, you can see in the Accepted Order Value (Vendor) field what has been requisitioned from the vendor.

When you release a purchase order, the system then checks the current order value and fee system against the minimum value and fee limit. You’re notified if what you entered on the document falls below either.

However, a check for a minimum order value is only performed if the currency that is specified on the order matches the currency that you stored with the vendor. You see a message if they don’t but can decide to release the order anyway.

The line values that are being compared are gross or net, depending on whether you turned the Prices Including VAT toggle on the General FastTab on or off. The toggle setting on the related vendor card must match the setting made here; otherwise, the check isn’t run.

The same is true for requisition worksheets. However, because their lines don’t have Line Amount fields, the amount to compare the minimums to is calculated based on the Quantity, Unit Cost, and Line Discount % values that you specified on each line. If Prices Including VAT is turned on, the tax that you expect to pay is also added.

Note

Invoice discounts aren’t part of the check.

If the values in the Buy-from Vendor and Pay-to Vendor fields differ here, the check will apply to the Buy-from Vendor settings.