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 dismiss-able notification message only.
This article 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 Custom Field”.
Select Checkbox and select Calculated Field
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 Available Fields +, 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.
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 type the ‘less than’ symbol < 1000;
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 to add the condition to the Workflow.
Click Edit on the transition you wish to add this condition to. In this example in the In Creation -> Submitted Transition.
Add a Stop Condition action:
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.”
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.
If you do NOT want the order to be blocked from submission add a “Notification” action, and in this case the notification message will display with an option to dismiss it and submit the order anyway.
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.
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.
For more tips see the TIP OF THE WEEK section on our blog.