In DaaI Business Suite, the Catalogue Module allows you to pre-define products and service packages that are used repeatedly in invoices. With quantity management, you can now control inventory or track service limits by enabling a quantity limit on catalog items.
🎯 Why Use Quantity Limits?
Avoid overselling or overbilling fixed stock/service limits.
Track usage and balance of limited-availability offerings.
Automate quantity deduction upon invoice creation.
Maintain real-time quantity accuracy in billing.
⚙️ How to Configure Quantity Limits
📌 Catalogue Entry Form:
When adding or editing a catalog item:
| Field | Functionality |
|---|---|
| Has Quantity Limit? | Toggle (Yes/No) to enable quantity tracking. |
| Quantity | Editable and mandatory only if Quantity Limit = Yes. |
Logic:
If Quantity Have No Limit
Quantity field is disabled.
Any quantity can be entered during invoice creation.
If Quantity Has Limit
Quantity becomes mandatory.
Stored as Total Available Quantity in the system.
🧾 How Quantity Works During Invoice Creation
When adding catalog items to an Invoice or Proforma Invoice:
| Scenario | Behavior |
|---|---|
| Has No Quantity Limit | Unlimited Quantity when creating invoice |
| Has Quantity Limit | System will: → Show Remaining Balance Quantity → Restrict input to available quantity only → Automatically deduct invoice quantity from the balance |
✅ Same logic is followed when converting Proforma Invoice to Invoice.
🔄 Quantity Adjustment Scenarios
| Action | Effect on Quantity |
|---|---|
| Invoice Created | Deduct quantity from Catalogue (if limit = Yes) |
| Invoice Cancelled | Add back quantity to Catalogue (if limit = Yes) |
| Credit Note Issued | Add back full or partial quantity based on credit (if limit = Yes) |
⚠️ Edge Case Handling
Invoice quantity cannot exceed available balance if quantity limit is on.
Quantity restore on cancel/credit will happen only once to avoid duplication.
Partial credit notes restore only partial quantity proportionally.
💡 Tips
Use this feature for limited services, fixed inventory, or subscription packages.
Always review current quantity balance before issuing new invoices.
For general Catalogue usage, refer to the Catalogue Knowledge Base.