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Comment: edited content to reflect BPD access to function as well as a few edits in various places

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Excerpt

Customer Self Service features includes a Minimum Order Charge functionality, whereby a charge can automatically be applied to a customer's order if the order amount total does not meet is under a specified threshold/ minimum -amountamount. 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:

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You also need to configure 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 limitCharge Threshold.


Note

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

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  1. Login as an Administrator.

  2. Navigate to Settings → Settings (/zSettings.aspx).

  3. Click the Orders tab.

  4. Click the Restrictions and Charges sub-tab.

  5. In the 'Order Limits' section you can:
    1. Configure the 'Minimum Order Value' setting - This is the minimum amount that the order must be over to prevent the application of the minimum order charge. Anything up to and including below this amount will result in the Minimum Order Charge being applied.
    2. 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.

  6. Click the 'Update' button to save changes.

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  1. Login as an Administrator.

  2. Navigate to Account Selection → Customer Maintenance (/CustomerMaintenance.aspx). Note - if your site is running on an earlier a classic version of CSS, navigate to Accounts → Advanced Customer Maintenance.

  3. Search for and select the required customer.
     
  4. Click the Customer Details tab.

  5. Click Modify.

  6. In the 'Apply Minimum Order ChargesCharge' 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).


  7. To save any change, click OK.

Configuring a role-based

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fall-back for minimum order charge

To configure a role-based fall-back for Minimum Order Charge:

  1. Login as an Administrator.

  2. Navigate to Account Selection → Roles (/zRoles.aspx). Note - if your site is running on an earlier a classic version of CSS, navigate to Accounts → Role Management.

  3. Select the required role via radio button.

  4. Click the Functions tab.

  5. Click Modify.


  6. For the 'Enable Order Limit Charge' setting, select 'yes' or 'no'.

  7. 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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