![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account.gif\")
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1. Adding Limit Custom Field<\/strong><\/h4>\nMain Menu > Manage > Entities > Entity Types > Customers > Custom Fields ><\/strong> Here, click on Add Custom Field<\/strong> button and name it as Limit.<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-01-1024x549.jpg\")
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After editing necessary parts click on Save<\/strong> button.<\/p>\n2. Editing Customer’s Limit Field<\/strong><\/h4>\nMain Menu > POS > Customer Search > Select Related Customer > Click on Edit Customer ><\/strong> Into the Limit<\/strong> field type desired limit amount and click on Save<\/strong> button.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-02-1024x549.jpg\")
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![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-03-1024x549.jpg\")
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3. Adding Actions<\/strong><\/h4>\n3.1. Adding LCA-Ask Question Action<\/strong><\/h5>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-04-1024x549.jpg\")
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Action Name:<\/strong> LCA-Ask Question<\/p>\nAction Type:<\/strong> Ask Question<\/p>\nParameters:<\/strong><\/p>\nQuestion:<\/strong> [:Question]<\/p>\nButtons:<\/strong> [:Buttons]<\/p>\nDescription:<\/strong> [:Description]<\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n3.2. Adding LCA-Cancel Action<\/strong><\/h5>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-05-1024x549.jpg\")
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Action Name:<\/strong> LCA-Cancel<\/p>\nAction Type:<\/strong> Cancel Orders<\/p>\nParameters:<\/strong><\/p>\nOnly Last Order:<\/strong> False<\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n3.3. Adding LCA-Cancel Orders Action<\/strong><\/h5>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-06-1024x549.jpg\")
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Action Name:<\/strong> LCA-Cancel Orders<\/p>\nAction Type:<\/strong> Execute Ticket Command<\/p>\nParameters:<\/strong><\/p>\nTicket Command Name:<\/strong> Cancel Orders<\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n3.4. Adding LCA-Update Entity Data Action<\/strong><\/h5>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-07-1024x549.jpg\")
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Action Name:<\/strong> LCA-Update Entity Data<\/p>\nAction Type:<\/strong> Update Entity Data<\/p>\nParameters:<\/strong><\/p>\nEntity Type Name:<\/strong> Customers<\/p>\nField Name:<\/strong> [:Field Name]<\/p>\nField Value:<\/strong> [:Field Value]<\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n4. Adding Rules<\/strong><\/h4>\n4.1. Adding LCA-Increase Limit Rule<\/strong><\/p>\nMain Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-08-1024x549.jpg\")
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Rule Name:<\/strong> LCA-Increase Limit<\/p>\nEvent Name:<\/strong> Automation Command Executed<\/p>\nExecute Rule if:<\/strong> Matches<\/p>\nAdd Custom Constraint:<\/strong><\/p>\nAutomation Command Name|Equals|Increase Limit<\/p>\n
Select Actions:<\/strong><\/p>\nAction: LCA-Update Entity Data<\/strong><\/p>\nField Name: <\/strong>Limit<\/p>\nField Value:<\/strong> [?New Limit]<\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n4.2. Adding LCA-Limit Cancel Order Rule<\/strong><\/p>\nMain Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-09-1024x549.jpg\")
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Rule Name:<\/strong> LCA-Limit Cancel Order<\/p>\nEvent Name:<\/strong> Automation Command Executed<\/p>\nExecute Rule if:<\/strong> Matches<\/p>\nAdd Custom Constraint:<\/strong><\/p>\nAutomation Command Name|Equals|Limit Cancel Order<\/p>\n
Select Actions:<\/strong><\/p>\nAction-1: LCA-Cancel<\/strong><\/p>\nAction-2: LCA-Cancel Orders<\/strong><\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n4.3. Adding LCA-Determine Customer Limit Rule<\/strong><\/p>\nMain Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2023\/05\/Limiting-Customer-Account-10-1024x549.jpg\")
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Rule Name:<\/strong> LCA-Determine Customer Limit<\/p>\nEvent Name:<\/strong> Order Added to Ticket<\/p>\nExecute Rule if:<\/strong> Matches<\/p>\nAdd Custom Constraint:<\/strong><\/p>\n{ENTITY DATA:Customers:Limit}|Is Not Null|<\/p>\n
[=F(TN('{TICKET TOTAL}')+TN('{ENTITY BALANCE:Customers}'))]|Greater|{ENTITY DATA:Customers:Limit}<\/code><\/p>\nSelect Actions:<\/strong><\/p>\nAction: LCA-Ask Question<\/strong><\/p>\nQuestion: <color red>Attention Limit Alert!<\/color><\/code><\/strong><\/p>\nButtons: <\/code><\/strong>Limit is Enough=Limit Cancel Order,Continue For Now,Increase Limit=Increase Limit<\/code><\/p>\nDescription:<\/strong> With the last added product, the customer exceeds the debt limit, the order will be cancelled.<br\/>Customer : {ENTITY NAME:Customers}<br\/>Limit : {ENTITY DATA:Customers:Limit} <br\/>Balance : {ENTITY BALANCE:Customers}<\/code><\/p>\nAfter completing necessary editing, click on Save<\/strong> button.<\/p>\n<\/code><\/strong><\/code><\/p>\n","protected":false},"excerpt":{"rendered":"In this document it will be explained how to limit customer account. How It Works; 1. Adding Limit Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields > Here, click on Add Custom Field button and name it as Limit. After editing necessary parts click on Save button. […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-28271","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=28271"}],"version-history":[{"count":3,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271\/revisions"}],"predecessor-version":[{"id":28297,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271\/revisions\/28297"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=28271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=28271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=28271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/p>\n
After editing necessary parts click on Save<\/strong> button.<\/p>\n Main Menu > POS > Customer Search > Select Related Customer > Click on Edit Customer ><\/strong> Into the Limit<\/strong> field type desired limit amount and click on Save<\/strong> button.<\/p>\n Main Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n Action Name:<\/strong> LCA-Ask Question<\/p>\n Action Type:<\/strong> Ask Question<\/p>\n Parameters:<\/strong><\/p>\n Question:<\/strong> [:Question]<\/p>\n Buttons:<\/strong> [:Buttons]<\/p>\n Description:<\/strong> [:Description]<\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n Main Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n Action Name:<\/strong> LCA-Cancel<\/p>\n Action Type:<\/strong> Cancel Orders<\/p>\n Parameters:<\/strong><\/p>\n Only Last Order:<\/strong> False<\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n Main Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n Action Name:<\/strong> LCA-Cancel Orders<\/p>\n Action Type:<\/strong> Execute Ticket Command<\/p>\n Parameters:<\/strong><\/p>\n Ticket Command Name:<\/strong> Cancel Orders<\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n Main Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong>.<\/p>\n Action Name:<\/strong> LCA-Update Entity Data<\/p>\n Action Type:<\/strong> Update Entity Data<\/p>\n Parameters:<\/strong><\/p>\n Entity Type Name:<\/strong> Customers<\/p>\n Field Name:<\/strong> [:Field Name]<\/p>\n Field Value:<\/strong> [:Field Value]<\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n 4.1. Adding LCA-Increase Limit Rule<\/strong><\/p>\n Main Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n Rule Name:<\/strong> LCA-Increase Limit<\/p>\n Event Name:<\/strong> Automation Command Executed<\/p>\n Execute Rule if:<\/strong> Matches<\/p>\n Add Custom Constraint:<\/strong><\/p>\n Automation Command Name|Equals|Increase Limit<\/p>\n Select Actions:<\/strong><\/p>\n Action: LCA-Update Entity Data<\/strong><\/p>\n Field Name: <\/strong>Limit<\/p>\n Field Value:<\/strong> [?New Limit]<\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n 4.2. Adding LCA-Limit Cancel Order Rule<\/strong><\/p>\n Main Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n Rule Name:<\/strong> LCA-Limit Cancel Order<\/p>\n Event Name:<\/strong> Automation Command Executed<\/p>\n Execute Rule if:<\/strong> Matches<\/p>\n Add Custom Constraint:<\/strong><\/p>\n Automation Command Name|Equals|Limit Cancel Order<\/p>\n Select Actions:<\/strong><\/p>\n Action-1: LCA-Cancel<\/strong><\/p>\n Action-2: LCA-Cancel Orders<\/strong><\/p>\n After completing necessary editing, click on Save<\/strong> button.<\/p>\n 4.3. Adding LCA-Determine Customer Limit Rule<\/strong><\/p>\n Main Menu > Manage > Automation > Rules ><\/strong> Here, click on Add Rule<\/strong>.<\/p>\n Rule Name:<\/strong> LCA-Determine Customer Limit<\/p>\n Event Name:<\/strong> Order Added to Ticket<\/p>\n Execute Rule if:<\/strong> Matches<\/p>\n Add Custom Constraint:<\/strong><\/p>\n {ENTITY DATA:Customers:Limit}|Is Not Null|<\/p>\n Select Actions:<\/strong><\/p>\n Action: LCA-Ask Question<\/strong><\/p>\n Question: < Buttons: Description:<\/strong> After completing necessary editing, click on Save<\/strong> button.<\/p>\n In this document it will be explained how to limit customer account. How It Works; 1. Adding Limit Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields > Here, click on Add Custom Field button and name it as Limit. After editing necessary parts click on Save button. […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-28271","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=28271"}],"version-history":[{"count":3,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271\/revisions"}],"predecessor-version":[{"id":28297,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/28271\/revisions\/28297"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=28271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=28271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=28271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}2. Editing Customer’s Limit Field<\/strong><\/h4>\n
<\/p>\n<\/p>\n3. Adding Actions<\/strong><\/h4>\n
3.1. Adding LCA-Ask Question Action<\/strong><\/h5>\n
<\/p>\n3.2. Adding LCA-Cancel Action<\/strong><\/h5>\n
<\/p>\n3.3. Adding LCA-Cancel Orders Action<\/strong><\/h5>\n
<\/p>\n3.4. Adding LCA-Update Entity Data Action<\/strong><\/h5>\n
<\/p>\n4. Adding Rules<\/strong><\/h4>\n
<\/p>\n<\/p>\n<\/p>\n[=F(TN('{TICKET TOTAL}')+TN('{ENTITY BALANCE:Customers}'))]|Greater|{ENTITY DATA:Customers:Limit}<\/code><\/p>\ncolor red>Attention Limit Alert!<\/color><\/code><\/strong><\/p>\n<\/code><\/strong>Limit is Enough=Limit Cancel Order,Continue For Now,Increase Limit=Increase Limit<\/code><\/p>\n With the last added product, the customer exceeds the debt limit, the order will be cancelled.<br\/>Customer : {ENTITY NAME:Customers}<br\/>Limit : {ENTITY DATA:Customers:Limit} <br\/>Balance : {ENTITY BALANCE:Customers}<\/code><\/p>\n<\/code><\/strong><\/code><\/p>\n","protected":false},"excerpt":{"rendered":"