> ## Documentation Index
> Fetch the complete documentation index at: https://docs.controller360.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# Purchase Limit

The **Purchase Limit** calculates limits by **commercial category** based on **sales** and the **budget**, helping buyers keep purchases **within the planned amounts**.

[Click here](https://youtu.be/bRnWVQkG4_Q) to watch the **Complete Video with all the details**.

> [tab] Portal
>
> ## **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](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_01_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=eca9bb2e0591942b9b1bdb955acd435c)
>
> 2. Follow the steps shown in the images.
>
> ![Create Purchase Limit 02 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_02_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=b0644f703508d4aff0bd69b9b69ef1a0)
>
> 3. See the details of each toolbar menu in the image below.
>
> ![Create Purchase Limit 03 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_03_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=be25c9b37941f2eacc520efe6a54c551)
>
> 4. See how to continue with the purchase plan and edit both the **Upper Level** and the **Lower Level**.
>
> ![Create Purchase Limit 04 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_04_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=8b9ed1045a9faba11d761c641a1065e1)
>
> 5. To complete the Purchase Plan, click **\[Export]**.
>
> ![Create Purchase Limit 05 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_05_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=619c985a9042726c8f5e1e970ab48ed6)
>
> See the Purchase Plan History below.
>
> ![Purchase Limit 02 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_02_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=b84d727fca6b2fcfb11e043fee8264b6)
>
> ## Export the Purchase Limit
>
> [Click here](https://youtu.be/bRnWVQkG4_Q) to watch the **Complete Video with all the details**.
>
> 5. 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)](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_02_Edit-\(1\).png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=0e6fb20f41b8f9fee3595335e543fbbe)
>
> ## How to Export the “Purchase Limit” Report to PDF
>
> 15. See how to export a **file to PDF** below. The same procedure applies to **EXCEL**.
>
> ![Export Purchase Limit PDF 02 Edit](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Exportar-PDF_02_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=5cecae53ab0b567f0de6da365bc495ba)
>
> 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](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Exportar-PDF_03_Edit.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=1f6f11ea27956bab27839d286fcb790a)
>
> ## **Column Details**
>
> See the meaning of each column in the **Purchase Limit table**.
>
> ![Purchase Limit 02 Edit (1)](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_02_Edit-\(1\).png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=ee473dd95d664da632c6a22786e75a26)
>
> For the complete description, click [**HERE**](https://docs.controller360.com.br/content/docs/en/controladoria/dados-limite-compras.md).
>
> ## How to Edit the Purchase Limit
>
> [Click here](https://youtu.be/bRnWVQkG4_Q) 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)](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_01_Edit-\(1\).png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=090d4db4a40d2a6916af6f33d01bfaef)
>
> ## 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](https://mintcdn.com/controller-tech/YabQ2LgNM776RatO/images/LC_Editar_02.png?fit=max\&auto=format\&n=YabQ2LgNM776RatO\&q=85\&s=273164ccbe8ea5686d0f44d01d228f8b)
>
> 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)](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/LC_Criar_04_Edit-\(1\).png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=4790a87d36ee76a774365d1a4a08f8be)
>
> 3. The image shows the final stage of the **purchase plan**. Click **Export** to complete the process.
>
>    ![Edit Purchase Limit 05](https://mintcdn.com/controller-tech/YabQ2LgNM776RatO/images/LC_Editar_05.png?fit=max\&auto=format\&n=YabQ2LgNM776RatO\&q=85\&s=6c2e7e16ba56a9fbfc60dbf05d1ec8d4)
>
> ## 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](https://mintcdn.com/controller-tech/OorSAChFNVfXfATx/images/01_02.png?fit=max\&auto=format\&n=OorSAChFNVfXfATx\&q=85\&s=870faac46534fdbc1966a3e7e7d707d7)
>
> ![03 (1)](https://mintcdn.com/controller-tech/OorSAChFNVfXfATx/images/03-\(1\).png?fit=max\&auto=format\&n=OorSAChFNVfXfATx\&q=85\&s=63ee0c4aa1962bc3b7809a6aceb6e2aa)
>
> ## **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 Amount**
>
> **Purchase 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](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/Off-1.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=9ff7fcfd4fd9133f1a3d9b54f197dbb2)
>
> **\[Sales Target Amount] x \[% COGS]** = **Purchase Limit Amount**
>
> Calculate Loss, Breakage, and Consumption? **YES**
>
> ![On](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/On.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=9e281330dab34e1d9ffcd3b54a5eafb5)
>
> **\[Purchase Limit Amount] + \[P] + \[Q] + \[C] = Final Purchase Limit Amount**
>
> See the example below:
>
> ![Totals Table](https://mintcdn.com/controller-tech/MxGfRo8KrZylQJRB/images/Tabela-Somas.png?fit=max\&auto=format\&n=MxGfRo8KrZylQJRB\&q=85\&s=f509f941a289c14d9feea9960c4edd79)
>
> **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]**.
>
> ## **How to View the Purchase Limit in the ERP**
>
> In the ERP, access: **Administrative / Budget Inquiry / Purchase / Commercial Category**

> [tab] Mobile
>
> ## Create a Purchase Limit
>
> Access **Controllership > Purchase Limit**, tap **+**, select the stores and period, and then tap **Generate**. Monitor the processing in the Execution Monitor.
>
> ![Purchase Limit Docs 01](https://mintcdn.com/controller-tech/r3KaW5srZ2f0Bugp/images/LC_Docs_01.png?fit=max\&auto=format\&n=r3KaW5srZ2f0Bugp\&q=85\&s=abaa59a06f1e66ee33c195aa8877aa8a)
>
> ## **Adjust the Purchase Limit**
>
> Use the action bar to reset adjustments or add cascading amounts. To change a specific commercial category, complete the **Adjustment** field and save the changes.
>
> ![Purchase Limit Docs 02](https://mintcdn.com/controller-tech/r3KaW5srZ2f0Bugp/images/LC_Docs_02.png?fit=max\&auto=format\&n=r3KaW5srZ2f0Bugp\&q=85\&s=14a70aca8d481aeed4982004277da3f1)
>
> ## View the Purchase Limit
>
> Open the plan to view the limits by department and store. Select a filter to change the view or swipe the card to the left to delete it.
>
> ![Purchase Limit Docs 03](https://mintcdn.com/controller-tech/r3KaW5srZ2f0Bugp/images/LC_Docs_03.png?fit=max\&auto=format\&n=r3KaW5srZ2f0Bugp\&q=85\&s=75e5e4018c24b02110fdfd198c2d3233)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.