Option required: none
Allowed profiles: Brand manager

The Order conditions module allows you to apply minimum and maximum rules on orders. These conditions can be defined as blocking or non-blocking for your buyers and/or sales representatives. 

• Create an order condition
• Archive or delete an order condition
• Setting up order conditions as blocking for sales reps
• Setting up order conditions as blocking for buyers
• Video tutorial

Create an order condition

To create an order condition, follow the steps below:

1. Navigate to the Sales menu > Order conditions 
   
   
2. Click on Create an order condition button on the top right
   
   
3. Define a name (eg. Preorders), please note that this name will be displayed to your buyers and brand members
   
   
4. Change the status to Active to apply the conditions
   
   
5. Select the checkout stage: Basket or Order. Please note that, to define the order mode, the checkout stage must be Order. You may check your Order automatic split mode by going on your settings wheel > Settings > Orders tab
   
   
6. Fill the relevant criteria, it can either be a minimum or a maximum of products, quantity or amount
   
   
7. Select the relevant price list by using the dropdown menu. By default, the order condition will be applied to all price lists.
   
   
8. Select specific retailers by using the dropdown menu or leave blank to apply to all retailers
   
   
9. Select the order mode. If stock-based, you can define the stock type or all
   
   
10. Select a specific line or collection/sales catalog if needed. Please note that to define an order condition at a line or collection level, your order automatic split must be set in Split by collection/sales catalog. Learn more here

Archive or delete an order condition

To archive an order condition, follow the steps below:

1. Navigate to the Sales menu > Order conditions
   
   
2. Select the desired order condition you want to archive by clicking on its checkbox under Select column
   
   
3. Click on "--" and select Archive order condition
   
   
4. Confirm your action by clicking on OK

Once an order condition is archived, you can delete it by following the steps below:

1. Navigate to the Sales menu > Order conditions
   
   
2. Click on Archived tab
   
   
3. Select the desired order condition you want to delete by clicking on its checkbox under Select column
   
   
4. Click on "--" and select Delete order condition
   
   
5. Confirm your action by clicking on OK

Important: Please note that deleting an order condition is irreversible, deleted data cannot be retrieved. If you wish to keep the history of a previous order condition, you may keep the order condition in Archived status.

Setting up order conditions as blocking for sales rep

To set up your order conditions as blocking for sales representatives, follow the steps below:

1. Navigate to the settings wheel > Settings
   
   
2. Click on Orders tab
   
   
3. Select Blocking for Min/max conditions for reps under the Brand members section
   
   
4. Save

This applies to order conditions and products min/max. Please note that other brand roles (brand managers, sales manager and sales administrators) will just see warnings, the conditions will be blocking only for sales representatives.

Setting up order conditions as blocking for buyers

To set up your order conditions as blocking for buyers, follow the steps below:

1. Navigate to the settings wheel > Settings
   
   
2. Click on Orders tab
   
   
3. Select Blocking for Min/max conditions under the Buyers section
   
   
4. Save

This applies to order conditions and products min/max. 

Video tutorial