Order Minimums
Order Minimums let you require customers to meet a specific weight threshold before they can submit an order through the Wholesale Portal. This helps ensure efficient order processing and shipping.
Overview:
Step 1: Set Your Minimum Order Weight (General Settings)
What are Order Minimums?
Order Minimums allow you to set a required weight (in lbs) that customers must reach before submitting an order through your Wholesale Portal. This applies only to coffee items and helps you:
- Ensure orders are large enough to be economically viable
- Streamline fulfillment by avoiding small, inefficient orders
- Maintain consistency in your wholesale operations
Note: This is a beta feature. If you don't see this option in your settings, contact RoasterTools support to enable it for your account.
Important: Setting up Order Minimums is a 2-step process. First, you'll set the minimum weight in your general settings. Then, you'll enable it for specific customers at the customer level.
Step 1: Set Your Minimum Order Weight (General Settings)
Start by setting your order minimum weight in your general Settings. This establishes the weight requirement that will apply to all customers who have the feature enabled.
- Go to Settings > Sales
- Open the Order Minimum Weight menu
- Enter your preferred minimum weight in lbs
- Click Update Minimum Weight
Once saved, this minimum will apply to all customers who have the Order Minimum feature enabled at the customer level.
Tip: If you set the minimum to 0 lbs, customers will still need to order at least 1 coffee product to check out.
Step 2: Enable for Specific Customers (Customer Level)
After setting your minimum weight in general settings, you'll need to enable this feature for each customer individually. Order Minimums are disabled by default for all customers.
- Go to Sales > Customers
- Find and select the customer you want to apply this to
- Click Edit customer
- Scroll to the Outreach and Portal section
- Check the box: Customer must meet the minimum weight to submit their order
- Click Save
Repeat this process for any other customers who should be required to meet your order minimum.
Important: Order Minimums will only apply to customers who have this feature enabled at the customer level (Step 2). Simply setting the minimum weight in general settings does not automatically enforce it for any customers. You must enable it for each customer individually.
Tips & FAQs
Q: Can I set different order minimums for different customers?
A: No. The order minimum weight you set in general settings applies to all customers who have this feature enabled. If you need different minimums for different customer segments, you'll need to manage this manually or contact support to discuss custom solutions.
Q: What happens if a customer tries to check out below the minimum?
A: The customer won't be able to submit their order until they add enough coffee items to meet the minimum weight requirement. They'll see a message indicating how much more they need to add.
Q: Does the order minimum apply to all products or just coffee?
A: Order Minimums only apply to coffee items. Non-coffee products (like merchandise or equipment) don't count toward the minimum weight.
Q: Can I disable the order minimum for a customer after enabling it?
A: Yes. Go back to the customer's profile, uncheck the order minimum box in the Outreach and Portal section, and save your changes.