General options for minimum order limits must be set first before you can apply order restrictions by Role or Customer.
- In the CMS, go to Settings → Settings
- Click Orders, then Restrictions and Charges.
- Go to the Order Limits section.
- In Minimum Order Value, enter the minimum dollar amount.
- Enter values in any other fields as required.
Order Limit Charge Type: this value is usually from your ERP and defines the charge type
Order Limit Charge Description: charge description displayed on the order line if below limit orders are allowed with extra charge
Charge amount for under Order Limit: if you don't want to prevent checkout but want to add a below limit charge, enter charge amount
Order Limit Notification Message: message displayed to the user when the cart total is under the order limit
Minimum Order Value Messages Used: tick to include system minimum order limit alert message when the user is in cart and tries to check out (This message is a resource (rcPreventMinimumOrderTotalCheckoutMsg) and can be edited in Resources. )
Allow Product Group Exclusions: select to exclude some products from this order restriction. Default: OFF (If ON, turn on Enable Order Restrictions and define Product Group Exclusions.)
Enable Customer Minimum Order Override: tick to allow one or more customers to be excluded from this limit. (If ON, turn on Enable Order Restrictions and add excluded customers.)
Order Grid Message Position: where in the order grid order limit message will display. Default: top
Use Min Charge Value from System Table: instead of adding a custom minimum value, use the default from the System Table.- Click Update.
You can prevent users from checking out if their cart total is below order limit. This is set by Role. When set, the Order Limit Notification Message and/or the Minimum Order Value Message (see Step 1) displays when the user tries to check out with a below minimum order limit total.
- Go to Users → Roles.
- Find and select the Role.
- Click the Functions tab.
- Scroll down to Prevent Checkout If Under Minimum Order Value, and tick the checkbox.
- Click Save.
You can allow users to check out with an under order limit total but add the extra charge defined in Step 1. The extra charge displays during checkout.
- Go to Users → Customer Maintenance.
- Find and select the Customer.
- Click Customer Details.
- Scroll down to Apply Minimum Order Charge, and select Yes.
- Click OK.
If Prevent Under Order Limit checkout is enabled for this Role, it will take priority over allowing order with a charge.
- Go to Users → Roles.
- Find and select the Role.
- Click the Functions tab.
- Scroll down to Enable Order Limit Charge and tick it.
- Click OK.
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