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Table of Contents
Overview of Minimum Order Charges
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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 (fall-back if Customer 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.
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This document will ignore the following additional features for the present:
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Configuring charge threshold and charge amount
To Configure configure the Charge Threshold and Charge Amount:
- Login as an Administrator.
- Navigate to 'Settings ' --> '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 under the threshold ( less than order or equal to the Minimum Order Value).
- Click the 'Update' button to save changes.
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Configuring a specific customer for minimum order charge
To Configure configure a Specific Customer specific customer for Minimum Order Charge:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Advanced 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'.
Enter a value for In the 'Apply Minimum Order Charges' settingsetting, enter 'yes' or 'no'.
Warning If you select neither 'yes' or 'no' then the charge will or will not be applied as you have specifiedIf neither are is selected (i.e. "Please Select.."), then the system falls back to using the Per Role configuration (see next section)
- Click 'OK' to save.
Step-by-step:
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- 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 'Accounts' --> 'Role Managemenet'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.
Enable/disable the charge for the role by clicking 'Modify' and selecting 'Yes' or 'No' for Click Modify.
For the 'Enable Order Limit Charge' setting.Click 'OK' to save, select 'yes' or 'no'.
To save any change, click OK.
Note This role-based setting only takes effect if the a customer account does not have 'Yesyes' or 'Nono' selected for the in their 'Apply Minimum Order Charges' setting.
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