We manufacture customer parts on a make to order basis and our customer have discrete parts - ie we only make and sell a part to one customer.
We are extending our use of price lists and one question I have been asked if there is any simple way to set a minimum order quantity (MOQ) on a part. This is distinct to the job order minimum order quantities as we want to prevent the sale and/or have a significantly increased price if the customer orders below an MOQ. The MOQ would apply to the order line (ie the sum of any releases)
Is there anything out of the box that provides this function or has someone found a workaround. I guess I could create a custom field on the part with the MOQ value in it and have a BPM look this up at order creation and either stop or flag a warning. Alternatively we could populate a price list with ridiculous values ÂŁ1,000,000 per for any quantity below the minimum.
I’m just wondering if there is something out of the box that provides this function.
We use the Memo function to alert our Order Entry staff that there is a minimum buy. It doesn’t stop anyone from selling less but it is a reminder that there is a minimum buy. Open Part maintenance and click on the Memo icon from the toolbar.
You will need to setup at least one Memo Category related to Part. Right-click on Memo Category and Open with Memo Category Entry. Choose Part from the drop-down for File. Enter a new category (MINBUY) and a description (Minimum buy required). Then save and close Memo Category Entry.
Back in the Memo for the part, select Memo Category drop-down and choose the one you just setup. Enter information about it in the Memo Text field and save.
If the customer wants to buy less, we have the price lists set up to charge the higher price for less than the minimum.
Is there some kind of automated alert process here? For example, the memo automatically pops up when the part is entered onto a Sales Order Line. Or does the Order Entry person have to right click the part number on the order line, open Part Maintenance, and then open Memo to look at the Minimum Buy Qty?
I don’t believe that there is anything “out of the box” except that you COULD set a price list up so that the price returned for low quantities is “too high”… example, the quantity 1-99 price is $1000 each, but the qty 100 price is $1.00… this would cause the sales entry person to pause… OR, you would make a whole lot of profit on the low quantities…
Where I used to work we allowed customers to purchase very low quantities, but if they did try to buy “only one” it would cost them the same as buying 10. This was because OUR cost was inflated for making only one as well.
Create UD field in Part table for storing Minimum Sales Order Qty and develop a BPM to display a warning message during SO Entry. I have developed minimum order qty, order multiples, max SO qty alerts in SO Entry
It would be nice if minimum line value was in customer price lists, not just supplier price lists.
But even if minimum line value was available on customer price list you would still need a BPM like @Arul said.
@bkozic How it works with the memo is that when the Order Entry person puts the part number into the sales order, a popup window appears with the message that is displayed in the memo for that part. Ours may say something like, “Minimum Order Quantity is 100”. We also have a memo for those parts that are a top/bottom, left/right, etc. to remind them that if they are selling the top, they need to sell the bottom also. That memo says, "Sold in sets only. Please add new line with identical quantity for ".
The popup window is not appearing is there another step? I’ve created the Part Memo category MINBuy which is linked to File: Part. and then create the memo on the part indicating the minimum customer order qty I feel like I’m missing something.
Thanks, Beth yes both those are as you’ve posted. When does the pop-up trigger in the sales order entry? is it on tabbing out of the part field or saving the line or something else ?
