Table of Contents
Overview of Minimum Order Charge
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Customer Self Service includes a Minimum Order Charge functionality, whereby a charge can automatically be applied to a customer's order if the order amount total is under a specified minimum amount. If this setting is applied, the customer will be informed of the charge upon checkout. |
You can enable/disable the Minimum Order Charge at two levels:
- Per Customer
- Per Role (also the default fall-back if a customer with this role is not configured)
You also need to configure two system level values:
...
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 minimum amount the order must be to prevent the application of the minimum order charge. Anything below this 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 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 a classic 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 Charge' setting, enter 'yes' or 'no'.
Warning 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 fall-back 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 a classic 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.
Note 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.
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