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The Purchase Limit calculates limits by commercial category based on sales and the budget, helping buyers keep purchases within the planned amounts. Click here to watch the Complete Video with all the details.

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How to Create a Purchase Plan

To maintain a healthy and balanced purchase plan, we recommend creating it WEEKLY. Every Monday, access the Purchase Limit and set the period from Monday to Sunday.Follow the step-by-step instructions below to generate the Purchase Limit.
  1. Controllership > Purchase Limit
Create Purchase Limit 01 Edit
  1. Follow the steps shown in the images.
Create Purchase Limit 02 Edit
  1. See the details of each toolbar menu in the image below.
Create Purchase Limit 03 Edit
  1. See how to continue with the purchase plan and edit both the Upper Level and the Lower Level.
Create Purchase Limit 04 Edit
  1. To complete the Purchase Plan, click [Export].
Create Purchase Limit 05 Edit
See the Purchase Plan History below.
Purchase Limit 02 Edit

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Export the Purchase Limit

Click here to watch the Complete Video with all the details.
  1. Click the Export button, as indicated in the image. Follow these steps to send the Purchase Limit report to the ERP.
Create Purchase Limit 02 Edit (1)

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How to Export the “Purchase Limit” Report to PDF

  1. See how to export a file to PDF below. The same procedure applies to EXCEL.
Export Purchase Limit PDF 02 Edit
See an example below of how the file appears after it is exported to PDF. You can provide this digital or printed report to the buyers, who should use the Ideal Limit Amount column as a reference.
Export Purchase Limit PDF 03 Edit

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Column Details

See the meaning of each column in the Purchase Limit table.
Purchase Limit 02 Edit (1)
For the complete description, click HERE.

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How to Edit the Purchase Limit

Click here to watch the Complete Video with all the details.Purchase Limit editing is used when there is not enough purchase balance in a specific commercial category. This makes it possible to transfer amounts from one department to another to cover the shortage.Follow the step-by-step instructions below to edit the Purchase Limit.
  1. Controllership > Purchase Limit
Create Purchase Limit 01 Edit (1)

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Understanding the Toolbar

  1. Select the stores and the period. For the first plan, select Calculate Previous Month Balance and click the icon to create the plan. Edit Purchase Limit 02
  2. Select the department and specify whether the adjustment should consider the inventory balance or the purchase order. Use the Adjustment Amount column and click Save.
Create Purchase Limit 04 Edit (1)
  1. The image shows the final stage of the purchase plan. Click Export to complete the process. Edit Purchase Limit 05

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How to Activate the Purchase Limit Workflow

When exporting the Purchase Limit to the ERP, we must ensure that the buyer does not exceed the limit. To do this, we must activate the controls that automatically prevent excess purchases.To activate these controls in the ERP, follow the steps below:
  1. Click Administrative / Purchases / Order.
  2. Then click Configure.
01 02
03 (1)

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Purchase Limit Calculation

When creating the Budget or Strategic Plan, the initial calculation of the Controller360 Purchase Limit considers:
[Sales Target] x [% Budgeted COGS] + [Loss] + [Breakage] + [Consumption] (these should only be considered when calculated controls are available). These amounts are calculated based on the result of [Sales Target] x [% Budgeted COGS].Note: The percentages used to calculate Loss, Breakage, and Consumption come from the Budget.Purchase Limit Calculation without Loss, Breakage, and Consumption:
[Sales Target Amount] x [% Budgeted COGS] = Purchase Limit AmountPurchase Limit Calculation including Loss, Breakage, and Consumption:
[Purchase Limit Amount] x [% Loss] = [P]
[Purchase Limit Amount] x [% Breakage] = [Q]
[Purchase Limit Amount] x [Consumption] = [C]

[Purchase Limit Amount] + [P] + [Q] + [C] = Final Purchase Limit Amount
Calculate Loss, Breakage, and Consumption? NO
Off 1
[Sales Target Amount] x [% COGS] = Purchase Limit Amount
Calculate Loss, Breakage, and Consumption? YES
On
[Purchase Limit Amount] + [P] + [Q] + [C] = Final Purchase Limit Amount
See the example below:
Totals Table
PURCHASE LIMIT CALCULATION AFTER SALES OCCUR
After sales occur, the calculation remains the same. Only the [Sales Target Amount] is replaced by the [Actual Sales Amount].

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How to View the Purchase Limit in the ERP

In the ERP, access: Administrative / Budget Inquiry / Purchase / Commercial Category