> ## 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 merchandising category based on sales and the budget, helping buyers keep purchases within the planned amounts. ## **How to Create a Purchase Plan** [**Click here**](https://youtu.be/bRnWVQkG4_Q) 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; ## **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

2. Follow the step-by-step instructions shown in the images; LC Create 02 Edit

3. See the details of each toolbar menu in the image below. LC Create 03 Edit

4. 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

5. 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; 5. 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)

# How to Export the “Purchase Limit” Report to PDF
15. 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

## **Column Details** See the meaning of each column in the **Purchase Limit table**. LC 02 Edit (1)

For the complete description, click [**HERE**](https://controller360.com.br/?docs=dados-limite-de-compras) How 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)

2. 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)

3. 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)

4. 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

## **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 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] = Purchase Limit Amount** Calculate Loss/Breakage/Consumption? **NO** Off 1

**\[Sales Target Amount] x \[% COGS]** = **Purchase Limit Amount** Calculate Loss/Breakage/Consumption? **YES**

**\[Purchase Limit Amount]+\[P]+\[Q]+\[C] = Purchase Limit Amount** See the example below: Totals Table

## **How to View the Purchase Limit in VR MASTER** In VR MASTER, go to: **Administrative / Budget Inquiry / Purchase / Merchandising;** Coming soon