You can Table of Contents
Overview of Minimum Order Charge
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The Minimum Order Charge functionality will automatically apply a charge to |
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a customer's order if the total order |
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is under a specified minimum amount. If this function is enabled, upon checkout, a message will appear to inform the customer of the charge. |
You can enable/disable the Minimum Order Charge at two levels:
- Per Customer
- Per Role (also serves as the fall-back if Minimum Order Charge for a customer with this role has not been configured)
You also need to configure set two system level values:
- Charge Threshold - the amount below which the charge should apply
- Charge Amount - the amount to charge if order is under the limit. This can be done either by:
- setting a global value
- setting a value in the system table
- Charge Threshold.
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This document will ignore guide assumes the following additional features for the presentare disabled:
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Step-by-step: configuring charge threshold and amount to charge when threshold not met
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Configuring Charge Threshold and Charge Amount
To configure the Charge Threshold and Charge Amount:
- In the CMS, navigate to Settings → Settings.
- 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 minimum amount the order must be to prevent the application of the minimum order charge. Anything
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- below this
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- will result in the Minimum Order Charge being applied.
- Configure
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- the 'Charge amount for under Order Limit
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- ' setting - This is how much the Minimum Order Charge will be if the order is
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- less than
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- the Minimum Order Value
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Step-by-step: configuring customer for minimum order charge
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Select an appropriate value for the "Apply Minimum Order Charges" setting
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- .
- Click the 'Update' button to save changes.
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In the past, Charge Threshold and Charge Amount were only accessible through the Website. You can still access these settings on the site through the link path: /zSettings.aspx. |
Configuring a specific customer for Minimum Order Charge
To configure a specific customer for Minimum Order Charge:
- In the CMS, navigate to Users → Customer Maintenance.
- Search for and select the required customer.
- Click the Customer Details tab.
- Click Modify.
In the 'Apply Minimum Order Charge' setting, enter 'yes' or 'no'.
Warning If neither 'yes' or 'no'
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is selected (i.e. "Please Select.."), then the system falls back to using the Per Role configuration (see next section
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).
- To save your changes, click OK.
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In the past, configuring Minimum Order Charge for a specific customer was only accessible through the Website. You can still access this setting on the site through the link path: /CustomerMaintenance.aspx. |
Configuring a role-based fall-back for
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Minimum Order Charge
The role-based setting only takes effect if a customer account with this role does not have 'yes' or 'no' selected
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in their 'Apply Minimum Order Charges' setting
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- Login as an administrator
- Go to the Role configuration page (zRoles.aspx)
- Select the role you want to configure
- Go to the Functions tab
- You can enable/disable the charge for the role by clicking 'Modify' and selecting 'Yes' or 'No' for the 'Enable Order Limit Charge' setting
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To configure a role-based fall-back for Minimum Order Charge:
- Navigate to Users → Roles.
- 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 your changes, click OK.
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In the past, configuring a role-based Minimum Order Charge was only accessible through the Website. You can still access this setting on the site through the link path: /zRoles.aspx. |
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