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Configure order limits by ship to address

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Configure order limits by ship to address

After you Configure global customer eCommerce options, you can configure a maximum dollar value for online orders sent to a particular Ship-to address. You can also set a year to date (YTD) budget for online purchases based on the Ship-to location.

Your customer will see these budget limits on the order pad.

and a warning if you go over.

Your customer will not be allowed to place the order until it is modified within their budget limitations.

  1. Run Inform and go to File > Customer > Master.
  2. Choose your customer.

  3. On the navigation bar, click Ship To's, and then double-click a Ship To from the list.
  4. Click Edit.

  5. In the Maximum eCommerce Order SizeSets a dollar limit for a customer's online orders. Orders that exceed this amount are prohibited. The eCommerce site will specify the dollar value of products that must be removed from the Shopping Cart before the customer can check out. box, type a dollar limit for online orders sent to this location. If an online order exceeds this amount, eCommerce notifies the customer prior to checkout.
  6. In the Maximum eCommerce Annual SalesSets an annual budget for a customer's online orders. Optionally, select the "Notify when annual YTD budget has been reached" box on Company>Inform eCommerce>Options tab to warn customers when they have reached their budget. This warning is added to email confirmations and the Order Receipt if you have enabled the Company Master flag Show and Validate Ship-to Sales Dollar Limit in S/O. Note that online orders may still be placed even if the YTD budget has been exceeded. box, set an annual budget for total online purchases allowed for this Ship-to address.
  7. Click the Monthly Budget tab. For each month, type the limit that you want to impose on this customer's spending. The budget is based on merchandise only; taxes, shipping, and freight are not included in the budget limit. This budget will appear in the Customer Order Pad.

  8. Click Save.
  9. Now configure Inform ERP to validate this budget:
    1. Go to File>Company>Company Master.
    2. Set Show and Validate Ship To Sales Dollar Limit in S/O to Yes.
    3. Click Save.
  10. Finally, add a message to display the maximum order quantity is reached.
    1. Go to File>Company>Inform eCommerce.

    2. On the left navigation bar, click Options, and then click Edit.

    3. Under Products, type the Max Web Quantity Order MessageThe message that appears is a customer exceed the maximum order quantity specified on the Product Master > Web Options tab. For example, "Please call for special bulk discount pricing." .
    4. Click Save.
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