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Order Settings

Set minimum order values for your store​

Where to find it: Admin → Settings → Order Settings

When you'd use this: Control the minimum dollar amount customers must reach before they can complete order. You can set different minimums for B2B customers, B2C shoppers, or individual customer accounts.

What you need first:

  • Admin access to Order Settings
  • Permission to modify store configuration

Set it up:

  1. Navigate to Admin → Settings → Order Settings
  2. Enable the minimum order value module if it's not already active
  3. Set your store default minimum order value for each customer type
  4. To set a minimum for a specific customer account:
    • Go to the customer's account settings
    • Enter a custom minimum order value
  5. To set a minimum at the customer detail level (highest priority):
    • Access the customer detail record
    • Enable the minimum order override flag
    • Enter the minimum order value for this specific detail record

How it works:

The system determines which minimum order value to use based on this priority order:

  1. Customer detail minimum (if the override flag is enabled) — applies to specific customer detail records
  2. Customer-specific minimum — applies to the individual customer account
  3. Store default — the default minimum for that customer type

If a customer detail has a minimum order value set but the override flag is disabled, that value is ignored and the system moves to the next priority level.

The minimum order value displays to customers with any configured message you've set up for that customer type.

Troubleshooting:

  • Customer detail minimum isn't being applied — Check that the minimum order override flag is enabled for that customer detail record. The system will ignore the customer detail value if this flag is turned off.
  • Minimum not enforced — Verify that at least one level (store default, customer account, or customer detail) has a valid minimum order value configured and that the module is enabled.

Capture custom information on orders​

Where to find it: Admin → Orders → Custom Fields

When you'd use this: Collect additional information during checkout or quote creation that your business needs — like purchase order numbers, delivery instructions, project codes, or special requests. You can also send these values to your ERP system when the order is saved.

What you need first:

  • Admin access to Order Settings
  • Permission to modify store configuration
  • If using ERP mapping: your ERP table and field IDs

Set it up:

  1. Navigate to Admin → Orders → Custom Fields
  2. Click to create a new custom field
  3. Choose a field type:
    • Text Box — free-form text entry
    • Select Box — dropdown menu with predefined options
    • Date — date picker
    • Checkbox — yes/no toggle
    • Radio — single choice from multiple options
  4. In the Basics section:
    • Enter a Title (the internal name and fallback label)
    • Enter a Description (the label shown to customers)
    • The ID generates automatically when you save
  5. In the Visibility & behavior section:
    • Set Scope to control who sees it: B2B customers only, B2C shoppers only, or both
    • Set Checkout visibility to show the field on orders, quotes, or both
    • Set Edit-order visibility to control whether the field can be edited, is read-only, or hidden when an order is being modified
    • Toggle Required on if customers must complete this field to checkout
    • Toggle Visible on checkout off to hide the field from customers while keeping it visible to admins
  6. (Optional) In the ERP mapping section:
    • Toggle ERP mapping on if you want to send this value to your ERP system when the order is saved
    • Enter the BC Table ID (for example, SOH)
    • Enter the BC Field ID (for example, CPY)
    • The system shows a preview of how the mapping will appear: {TABLE}.{FIELD}
  7. Save your changes

Using it day-to-day:

The custom field appears to customers during checkout or quote creation based on your visibility settings. Admin users can view and edit these fields when managing orders, subject to the edit-order visibility rules you configured.

For Select Box and Radio fields, you can configure different options to drive pricing through pricelists.

Troubleshooting:

  • Custom field not appearing at checkout — Verify that the Visible on checkout toggle is enabled and that the Scope setting matches your customer type (B2B, B2C, or both).
  • Field appears but isn't required — Check that the Required toggle is enabled in the Visibility & behavior section.
  • ERP mapping not working — Confirm that ERP mapping is toggled on and that both the BC Table ID and BC Field ID are entered correctly. The mapping only sends data when the order is saved.
  • Can't edit field on existing order — Check the Edit-order visibility setting. If it's set to read-only or hidden, you won't be able to modify the value after the order is placed.