Enforce Minimum Order Amount and Amount Eligible for Order Discount

TIP OF THE WEEK: Enforce Minimum Order Amount and Amount Eligible for Order Discount

As a distributor you may have a minimum order total that you need your customers to purchase. Pepperi allows you to enforce this in the cart at the time of the order.

If the order total is below the minimum, a notification is displayed or alternatively, the order may be blocked from submission until the minimum amount is reached.

As a slight variation on this, if you provide an order discount based on the order total, a notification can be displayed informing the customer that their order is close to the discount eligibility, giving them the option to add more items.

Take this example: if you have a 10% discount for all orders above $1000, you can display a notification in the cart for any order submitted between $800-999. The notification informs the customer that they are eligible for a discount if they increase their order amount by just a little bit more to reach $1000. Items can then be added to the order to reach the discount minimum.

In both cases, the rule may be defined to block the order until the amount is reached or to display a dismissible notification message only.

This week’s tip will show you exactly how to set this up in the Pepperi back office using the Rule Engine.

Rules are created using the Pepperi Rule Engine, that is part of the Ultimate Package. If you are not subscribed to this package, please contact us.

How to use the Pepperi Rule Engine to check the order amount

Pepperi Rule Engine allows you to define rules which are evaluated in the shopping cart. As a result of the rule evaluation, actions defined in the workflow are taken accordingly.

To define a rule that checks the order total and displays a notification and/or blocks the order from being submitted follow these step by step instructions:

Go to Settings -> Transaction Types and edit the Transaction Type you wish to set the rule for (most likely the “Sales Order” Transaction).

Go to the Fields tab and click “Add an Advanced Custom Field”.

AddAdvancedCustomField

 

Select Boolean Rule

BooleanEmpty

 

Enter a Field name (the Field API Name will be auto-filled).

Click “Edit” on the Formula box. This is where you enter the condition to be checked.

Click on Operands +, to add the Pepperi field to be checked.

Under the “Financial Fields” section add the “Total Sum” field. This is the Transaction Field that will be compared with your minimum order amount. Click OK.

Operands

Back in the formula window you’ll see the GrandTotal field added on the left panel. Click on it and it will appear in the formula.

Next click on the ‘less than’ symbol <

It will appear in the formula.

GrandTotal

 

 

Next click on “+ Add Values” and enter the value of your minimum order amount. In this example it’s 1000.

AddValues

 

Click Save

You have finished creating the rule!

Next, add the rule to the workflow of your Transaction and you’re done.

Go to the Workflows tab of the Transaction Type, under the “Submitted” status click “Add” and “Validate Rule”

ValidateRule

 

In Available Fields click on the “+” next to the rule you just created so that it will be evaluated in the cart, in this example “OrderMinimum”

 

OrderMinValidationRule

 

Edit the rule title by clicking on the pencil icon.

The rule title is the text that will be displayed in the notification appears in the cart. The title can be a long message, just keep typing in the field. It will be nicely formatted in the pop up message in the cart.

In this example the text reads: “You have not reached the Order minimum amount of $1000. Please add items to the order and re-submit.”

If you do NOT want the order to be blocked from submission click “Notify only”, and in this case the notification message will display with an option to dismiss it and submit the order anyway.

If you don’t select “Notify only” the customer will not have the option to dismiss the notification. The order amount will have to be increased to reach the minimum amount required and only then will the order be able to be submitted.

Click Save.

How will the notification look on my Pepperi cart?

Synchronize Pepperi on your tablet, and try to submit an order that is below the minimum amount. In this example the order amount is $933.48.

You’ll see the notification pop up.  You will have to increase the order amount above the minimum in order to submit.

NotificationonCart

 

Notifying the customer that their order amount is close to the discount eligibility

The same type of rule can be used, with a slight modification, to check for orders that are close to reaching a discount eligibility.

Instead of setting the Boolean rule to check for “less than” Total Sum, set it to check for a range that’s close enough to the discount eligibility, so that the customer may add a few more items and reach it.

For example: if the order amount is less than or equal to 800 and it’s still less than 1000:

You would enter the following in the formula:

( 800 <= GrandTotal ) && ( GrandTotal < 1000 )

Set the notification to say something like “Your order amount is almost at the $1000 eligibility for a 10% discount. Order just a bit more and you’ll automatically get the discount”.

In this case, you may want to check off “Notify only” option, so that the order can be submitted in case the customer chooses not to increase their order amount just to get the discount.

DiscountEligibilityIpad

 

For more tips see the TIP OF THE WEEK section on our blog.