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

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How to Create a Purchase Plan

Click here to watch the Complete Video with all the details; To maintain a healthy and balanced purchase plan, we recommend creating it WEEKLY. In other words, access the Purchase Limit every Monday and set the period from Monday through Sunday; Follow the step-by-step instructions below to generate the Purchase Limit;

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How to Create a Purchase Plan

To maintain a healthy and balanced purchase plan, we recommend creating it WEEKLY. In other words, access the Purchase Limit every Monday and set the period from Monday through Sunday;Follow the step-by-step instructions below to generate the Purchase Limit;
  1. Controllership> Purchase Limit
LC Create 01 Edit
  1. Follow the step-by-step instructions shown in the images;
LC Create 02 Edit
  1. See the details of each toolbar menu in the image below.
LC Create 03 Edit
  1. See below how to continue with the purchase plan, which can be edited at both the Higher Level and the Lower Level;
LC Create 04 Edit
  1. To complete the Purchase Plan, simply click [Export];
LC Create 05 Edit
See the Purchase Plan History below;
LC 02 Edit
Export Purchase Limit Click here to watch the Complete Video with all the details;
  1. Click the “Export” button as shown in the image. We must follow these steps to upload the Purchase Limit report to VR Master.
LC Create 02 Edit (1)

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How to Export the “Purchase Limit” Report to PDF

  1. See below how to export a file to PDF. The same procedure applies to EXCEL
LC Export PDF 02 Edit
See below an example of how the file appears when exported to PDF. With this report in digital or printed format, simply provide it to the buyers and follow the “Ideal Limit Amount” column
LC Export PDF 03 Edit

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Column Details

See the meaning of each column in the Purchase Limit table.
LC 02 Edit (1)
For the complete description, click HEREHow to Edit the Purchase Limit Click here to watch the Complete Video with all the details;Purchase Limit editing is often used when there is not enough available purchase balance in a specific merchandising category. This makes it possible to transfer amounts from one department to another to cover that shortage;Follow the step-by-step instructions below to edit the Purchase Limit
  1. Controllership> Purchase Limit
LC Create 01 Edit (1)
  1. See the “Adjustment Amount” column in the image below, which can be edited. It is generally used to round amounts or transfer funds from one merchandising category to another. Although the Purchase Limit can be adjusted, this is not recommended.
LC Create 04 Edit (1)
  1. See how to make the adjustment in the image below. Select the merchandising category you want to edit. Simply click the indicated field and enter the amount you want to adjust (not recommended).
LC Create 04 Edit (1)
  1. In the example below, it was necessary to transfer a Purchase Limit amount from the Beverages merchandising category to the Cleaning department. We entered negative amounts to show that the amount was being deducted from that merchandising category, as shown in the example below. Click “Recalculate and Save” to finish.
LC Edit 04
How to Enable the Purchase Limit Workflow When we export the Purchase Limit to VR Master, we must ensure that the Buyer does not exceed this limit. In this case, we must enable the controls that will perform this function automatically, ensuring that purchases do not exceed the limit.To learn how to enable these controls in VR MASTER, follow the steps below as indicated;
  1. Click Administrative / Purchases / Order;
  2. Then click Configure;
01 02
03 (1)

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Purchase Limit Calculation

When we create the Budget (Strategic Planning), the initial calculation of the Controller Purchase Limit considers:
[Sales Target] x [% Budgeted COGS] + [Loss] + [Breakage] + [Consumption] (these should only be included when properly monitored), which are calculated based on the result of [Sales Target] x [% Budgeted COGS].Note: The margins used to calculate Loss/Breakage and Consumption come from the Budget.Purchase Limit Calculation (Excluding 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] = Purchase Limit Amount
Calculate Loss/Breakage/Consumption? NO
Off 1
[Sales Target Amount] x [% COGS] = Purchase Limit Amount
Calculate Loss/Breakage/Consumption? YES
On
[Purchase Limit Amount]+[P]+[Q]+[C] = Purchase Limit Amount
See the example below:
Totals Table

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How to View the Purchase Limit in VR MASTER

In VR MASTER, go to: Administrative / Budget Inquiry / Purchase / Merchandising;