Quotas allow you to restrict the quantities that can be ordered by a user for one or more products.

Concepts

The assigned quota is the quota that has been assigned to an organization.
Retained quota is the quota that an organization has retained. For example, 100 quotas were assigned to a DR. He redistributed 40 of them. So he retained 60 quotas.

Quota Consumed is the number of quotas consumed by an organization through orders.
The available quota corresponds to the quota that an organization can still consume (available quota = reserved quota - consumed quota).

Create a quota

To create a quota, click on the icon

Several fields are then required:

• Name: quota label;
• Campaign: indicate whether the quota concerns a product outside the campaign, or select a campaign (the products will then be filtered according to the campaign);
• Associated products: allows you to choose the product(s) associated with the quota;
• Quota start and end date ( NB: when the end date is reached, the product no longer has a quota and can therefore be ordered freely );
• Unit (number of products ordered) or value (number of products ordered x price).

It is also possible to enter a switch date and level. When the switch date is reached, all remaining available quotas are assigned to a new quota with inheritance to the parent user (common pot) at the selected switch level.

Assign quotas

To assign quotas, there are three solutions:

1. Manually

Enter the desired value in the "Assigned" column for the desired organization.
When a value is entered, eCOS ® recalculates the quotas of the parent organizations:

Action buttons :

• Default: Allows you to make an organization active on a quota, and automatically allocates it 1 quota;
• Blocked: Allows you to block an organization on a quota, and automatically allocates 0 to it;
• Legacy: If an organization is in legacy, it does not have a quota but uses that of its parent organization.

2. Via input assistance

Expand the input help by clicking on the area

Action buttons :

• Assign: Allows you to assign a quota value;
• Block: Allows you to block users;
• Clear: allows you to clear the entered quota (only if the organizations have not already consumed the quota).

It is then possible to target an organization level, or specific organizations, and indicate whether the changes should only apply to organizations that do not have quotas.

3. Via Excel export/import

Click the button , located at the top right of the quota structure, to export an Excel file of the quota structure.
Change the cells with green background shading in column C.
Then reimport the file using the button

Modify a quota

To modify a quota, click on the desired quota in the quota list.

For completed quotas, no fields are editable anymore. You can only view the data.
For future quotas, all fields are editable*.
For current quotas, all fields (except start date and publication) are editable*.

*If the user has the permission associated with the role.

Delete a quota

To delete a quota, click the quota you want to delete in the quota list, then click before confirming the deletion.

Create quotas in bulk

Creating mass quotas is done in 3 steps:

Create quota structures

1. To create quotas in bulk, click the button
2. In the first step of the pop-up, select products by clicking on the button It is possible to choose products by process, or products linked to campaigns.
3. In the second step, select the start and end dates that will be applied to all quotas (but it is possible to refine the dates per quota in step 4).
4. In the third step, indicate whether the quotas are in units or values, and whether they should have switches (but it is possible to refine this information by quota in step 4).
5. In the last step, the summary, it is possible to modify the information of start date, end date, switch date, unit and the default value for each quota, or for several quotas by selecting them using the check boxes.
   The default value corresponds to the quota that will be assigned at the National level.

Check the information, then click to create the structures.

Export quotas

In the Quotas menu, select the desired quotas using the check boxes in the table, then click
A .zip file containing one Excel file per quota is then downloaded.

Import quotas

1. After changing the quotas in the various Excel files, click the button .
   Click the button to search for different files on your computer.
2. The second step summarizes the quota information.
3. Finally, in the third step, click on to update quotas with the information contained in the Excel files.

Close quotas in bulk

Select the desired quotas using the check boxes in the table.
Then click on
In the pop-up, select the desired closing date, then click “OK”.