Overview
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 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.
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
Step-by-step guides
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 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 equal to the Minimum Order Value).
- Click the 'Update' button to save changes.
Step-by-step:
To Configure a Specific Customer for Minimum Order Charge:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Advanced Customer Maintenance' (/CustomerMaintenance.aspx).
- Search for and select the required customer.
- Click the 'Customer Details' tab.
- Click 'Modify'.
Enter a value for the 'Apply Minimum Order Charges' setting.
If you select 'yes' or 'no' then the charge will or will not be applied as you have specified
If neither are 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:
To Configure Role-based fall-back for Minimum Order Charge:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Role Managemenet' (/zRoles.aspx).
- 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 the 'Enable Order Limit Charge' setting.
Click 'OK' to save.
This role-based setting only takes effect if the a customer account does not have 'Yes' or 'No' selected for the 'Apply Minimum Order Charges' setting.
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