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On the Sales Order and Quotes, How can we set a minium order quantity per item so it will only allow you to order the minimum?

  • 19 October 2023
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When creating a Sales Order and Quotes, How can we set a minimum order quantity per item so it will only reflect and allow you to order the minimum of that particular item?

Right now looks like you can only do this on the Purchase Orders but we need a minimum order on the Sales Orders and Sales Quotes. So when the sale person is creating a quote or order they can only add the minimum quantity. Example but for POs: https://community.acumatica.com/ideas/implement%2Dminimum%2Dorder%2Dquantity%2Don%2Dpurchase%2Dorders%2D4931

 

Also some items are sold in even numbers or pairs. How would you set up the item in Acumatica so they can only be added to a Sales Order in even numbers or pairs per item?

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Best answer by vanessaafonso02 19 October 2023, 21:47

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Have you reviewed the Sales Unit of Measure on the Stock item screen. 
The sales UOM will default on the SOLine of the sales order when the Item is selected. 

A unit of measure called ‘Pair’ could be created where the conversion would be multiples of 2.

Additional information can be found in our Help documentation:
https://help.acumatica.com/(W(52))/Help?ScreenId=ShowWiki&pageid=0b5677b4-e4a0-4b08-adc4-62a12d516c4e

 

https://help.acumatica.com/(W(52))/Help?ScreenId=ShowWiki&pageid=077d419b-96c6-46be-aee4-f697b3b4927d

Here’s a community idea to review and up-vote. Any feedback received will be appreciated.
 

 

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