Overview of Minimum Order Charges
Customer Self Service features Minimum Order Charge functionality, whereby a charge can automatically be applied to a customer's order if the order total does not meet a specified threshold/minimum-amount.You can enable/disable the Minimum Order Charge at two levels:
- Per Customer
- Per Role (also the default if a customer is not configured)
You also need to configure two system level values:
- amount below which the charge should apply
- the amount to charge if under the limit.
This document will ignore the following additional features for the present:
- Stock Group Exceptions - assumed disabled
- System Table Order Limit Charge amount - assumed disabled so the amount is taken from the system level setting; the system table functionality allows configuring a charge amount per Customer Type
- Customer Minimum Order Charge Override - assumed disabled
Configuring charge threshold and charge amount
To configure the Charge Threshold and Charge Amount:
- Login as an Administrator.
- Navigate to Settings → Settings (/zSettings.aspx).
- Click the Orders tab.
- Click the Restrictions and Charges sub-tab.
- In the 'Order Limits' section you can:
- Configure the 'Minimum Order Value' setting - This is the amount that the order must be over to prevent the application of the minimum order charge. Anything up to and including this amount will result in the Minimum Order Charge being applied.
- Configure the 'Charge amount for under Order Limit' setting - This is how much the Minimum Order Charge will be if the order is less than or equal to the Minimum Order Value.
- Click the 'Update' button to save changes.
Configuring a specific customer for minimum order charge
To configure a specific customer for Minimum Order Charge:
- Login as an Administrator.
- Navigate to Account Selection → Customer Maintenance (/CustomerMaintenance.aspx). Note - if your site is running on an earlier version of CSS, navigate to Accounts → Advanced Customer Maintenance.
- Search for and select the required customer.
- Click the Customer Details tab.
- Click Modify.
In the 'Apply Minimum Order Charges' setting, enter 'yes' or 'no'.
If neither 'yes' or 'no' is selected (i.e. "Please Select.."), then the system falls back to using the Per Role configuration (see next section).
- To save any change, click OK.
Configuring a role-based default for minimum order charge
To configure a role-based fall-back for Minimum Order Charge:
- Login as an Administrator.
- Navigate to Account Selection → Roles (/zRoles.aspx). Note - if your site is running on an earlier version of CSS, navigate to Accounts → Role Management.
- Select the required role via radio button.
- Click the Functions tab.
Click Modify.
For the 'Enable Order Limit Charge' setting, select 'yes' or 'no'.
To save any change, click OK.
This role-based setting only takes effect if a customer account does not have 'yes' or 'no' selected in their 'Apply Minimum Order Charges' setting.
Related help
