> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/sale-order-quantity-limit.md).
# Sale Order Quantity Limit
**YouTube:** [How to Configure Quantity Limit Validation in Sales Orders?](https://youtu.be/hmeot9pnfyE)
## How to Configure Quantity Limit Validation in Sales Orders?
In this tutorial, we will learn how to configure **"SO Quantity Limit"** in Logic ERP to control the maximum quantity that can be entered for an item in a Sale Order. We will explore each available quantity validation method and understand how the system restricts entries based on the configured limit.
***
### Objective of This Feature
* Control the maximum quantity allowed in Sale Orders
* Prevent orders beyond available or permissible stock
* Consider pending Purchase Orders and Sale Orders
* Factor in maximum order levels and goods in transit
* Create customized quantity validation using expressions
* Improve inventory and order management
***
### Access to the Sale Order Configuration
* Open the **Sale Order Configuration** window.
* Navigate to the **Other Options** section.
* Locate the option labeled as:
> **"SO Quantity Limit"**
This option provides multiple quantity validation methods.
* Closing Stock
* C.Stock+Pend PO
* Max Order Level -(C.Stock + Pend SO + GIT)
* C.Stock-Pend SO
* Use Expression
***
### Option 1: Closing Stock
* Select **Closing Stock** as the Sale Order Quantity Limit.
* Save the configuration.
* Initiate a **New Sale Order**.
* Transact the required item.
**Example**
* Suppose the available closing stock is **5 units**.
* The system will allow a maximum of **5 units** to be entered in the Sale Order.
**Result**
* If you enter a quantity greater than 5, the software restricts the transaction and displays an error message indicating that the entered quantity exceeds the available stock.
* If you enter **5 units or less**, the system allows you to continue.
***
### Option 2: Closing Stock + Pending Purchase Order Quantity
* Return to **Sale Order Configuration**.
* Set **SO Quantity Limit** to **Closing Stock + Pending Purchase Order Quantity**.
* Save the configuration.
**Example**
Before creating the Sale Order:
* Closing Stock: **5 units**
* Pending Purchase Order: **10 units**
* Total Permissible Quantity: **15 units**
You can verify the pending Purchase Order quantity through the **Pending Purchase Order Report**.
#### Let’s review the implementation and evaluate the results.
* Return to the Sales Order screen.
* Enter **18** in the **Quantity** field to check the reflection.
* If you try to enter more than **15 Units**, the software restricts the transaction and displays an error message.
> "Cannot allow Quantity more than available (Stock In Hand + Pending Purchase Order Quantity)....."
* If you enter **15 units or less**, the system allows you to continue.
***
### Option 3: Max Order Level -(C.Stock + Pend SO + GIT)
* Return to **Sale Order Configuration**.
* Set **SO Quantity Limit** to **(Max Order Level -(C.Stock + Pend SO + GIT).**
* Save the configuration.
* Initiate a new Sale Order.
* Select the required item.
**Verify Maximum Order Level**
* Open the **Item Setup** window.
* Navigate to **Pack Details**.
* Open the **Order Levels** tab.
* Review the **Max Order Level** defined for the item.
**The system considers:**
* Maximum Order Level: **50**
* Closing Stock: **5**
* Pending Sale Order Quantity: **10**
* Goods in Transit Quantity: **0**
**Note:**
* **Goods in Transit** refers to stock transferred to another branch that has not yet been received and verified by the destination branch.
**Result**
* The software calculates the permissible quantity based on these values. If the entered quantity exceeds the calculated limit, the system restricts the transaction and displays an appropriate error message.
***
### Option 4: Closing Stock − Pending Sale Order Quantity
* Return to the configuration window.
* Set **SO Quantity Limit** to (Closing Stock − Pending Sale Order Quantity).
* Save the configuration.
* Initiate a new Sale Order.
* Transact the required item.
**Result**
The system displays both:
* **Stock in Hand: 5**
* **Pending Sale Order Quantity: 10**
* The permissible quantity is calculated using the configured formula.
* If you enter more than **5 units**, the software will display an **error prompt**.
**Result**
* A quantity of **5 units or less** can be entered successfully.
***
### Option 5: Use Expression
* Select **Use Expression** from the **SO Quantity Limit** dropdown.
* Click **Define Expression**.
* Create a customized quantity validation formula using the available parameters.
* Save the expression.
* Save the configuration.
**Result**
* During Sale Order entry, the software evaluates the entered quantity according to the defined expression.
**Example**
If the expression calculates the maximum permissible quantity as **100 units**:
* Quantity **≤ 5** → Entry allowed
* Quantity **> 5** → Entry restricted
The software displays an error message when the entered quantity exceeds the calculated limit.
***
### Key Benefits
* **Inventory Control:** Prevents Sale Orders from exceeding permissible quantities.
* **Automated Validation:** Automatically calculates the allowable quantity.
* **Better Stock Planning:** Considers current stock, pending orders, and incoming inventory.
* **Flexible Configuration:** Provides multiple predefined validation methods.
* **Custom Validation:** Allows users to create their own quantity limit through expressions.
* **Error Prevention:** Helps avoid excessive or unrealistic Sale Order quantities.
***
### Important Note
The permissible Sale Order quantity depends on the **SO Quantity Limit** option selected in the configuration. When **Use Expression** is selected, the limit is determined according to the customized expression defined by the user.
***
### Final Outcome
After configuring **SO Quantity Limit**, Logic ERP automatically validates the quantity entered during Sale Order creation. Whether the limit is based on **Closing Stock, Pending Purchase Orders, Maximum Order Level, Pending Sale Orders, Goods in Transit, or a Custom Expression**, the software restricts quantities that exceed the configured permissible limit.
---
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