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Customer experience | Sales, Customer Insights,...
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Maximum order quantity on SO

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The sales team are looking for a way to restrict a customer to a maximum order quantity for a product per order, at header level not line level. This needs to be at customer / product level. Has anyone come across this type of requirement?

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,506 Super User 2024 Season 1 on at
    RE: Maximum order quantity on SO

    I guess you can make a count field on the main form which will indicate the total number of the product which are already ordered.

    You will need a custom code which will run, When a sales person will create/update a product order with the new line then you can run your code before save and show a warning as "Max Order" if it passes the limit else save the record and update the count field on the main form.

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