Minimum Order Fee

A fee can be charged on all orders, or orders with items from designated Report Classes, that don’t meet a minimum dollar amount.  The fee can be applied to both delivered and picked-up orders, with both methods having different minimum amounts to qualify.  The minimum order amount is compared against line item net totals only.  It does not include (1) whole order discounts; (2) freight; (3) handling fees; or (4) taxes.  Some parameters must be set up to accomplish the task.  Go to:

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • Modify Parameter Files (Sub-Task 22)
      • O/E General (Option 1)

*Note: Minimum Order amount can also be based on Report Classes, for explanation on how Report Class minimums function, please see the bottom of this document.

*Note: To have different minimum amounts for orders that are picked up by the customer, please see the document titled:  Minimum Order Fee - When Customer Picks-up Order

Look for the following parameters: 

MIN'ORDER=           Enter in the minimum order amount for orders that are NOT picked up.  (Note: on the front screen of a sales order, field #9 is: Cust pickup.  If ‘N’, which is the default, the parameters under MIN’ORDER apply; if “Y” the parameters that begin with MIN'PKU' will apply).  For a $50.00 minimum order amount, enter 5000 after MIN’ORDER.

MIN’FEE=     This parameter can have either a dollar amount for a fixed charge or can be left blank to charge the difference between the  order total and the MIN'ORDER amount.  For a $10.00 minimum fee enter 1000 after MIN'FEE.                    

MIN'ITEM=   This parameter can be:  Item # / FORCE / HANDLING / blank-warning

• If set with an Item #  the system will automatically add the designated item as a line item to the sales order (Note:  the item should be set up as non-taxable labor).
• If set with the word FORCE it will force the operator to manually meet the minimum order amount established in the MIN’ORDER parameter.  The operator will receive the following message if the minimum was not met: Warning: Order is xx.xx BELOW minimum. Cannot complete order until minimum $ are reached
• If set with the word HANDLING the MIN’FEE will be added to the Handling field (field #5 on the Collection Screen of a sales order) and it will be combined with any freight fees when printed on the invoice. 
• If left blank, it serves only as a warning to the operator that the order did not meet the MIN’ORDER amount.

Listed below are the minimum order parameters when the Cust Pickup field (field #9) on the front screen of a sales order is “Y”.  The explanation for each is the same as described above.

MIN'PKU'ORDER= is the minimum order amount

MIN'PKU'FEE=        is for a fixed dollar or left blank to charge the difference between the order total and the MIN’PKU’ORDER.

MIN'PKU'ITEM=     can be either Item # / FORCE / HANDLING / blank-warning

MIN'PKU'OVRIDE'CUST=  Y / N  

• When set to Y this MIN’PKU’ORDER is applied to pickup orders instead of the customer master field 40 Min ord:.
• When set to N the customer master field 40 Min ord:, is used on delivered orders and pickup orders.

Two other things to note:

(1)  Field #40. Min $ order____ on the A/R Customer Master File WILL override the parameters if the customer minimum is greater than zero (0).   Therefore, set the parameters for minimum order amounts and set the Customer Master file for the exceptions.  With the exception of MIN’PKU’OVRIDE’CUST=Y, in this case the MIN’PKU’ORDER overrides the customer master field 40 on pickup orders only.

(2)  Should item prices print when minimum charges are applied to a sales order?  Look for the parameter: PRINT'ON'DOC=YYYNEYYYNNNYNYY2YY

                                          1 2 3 4 5 67 8 9 0 1 2 3 4 5 6 78

The 15^th position needs to be a Y or N, depending whether or not individual item prices should print on the invoice.

Report Class Minimums:   a minimum fee can be set for selected Report Classes for a minimum order dollar    It triggers a WHOLE ORDER minimum by selling from a given class ... not just a class minimum. You can also setup Report Classes that are excluded from an order minimum.   Go to:

• Inventory Control (Module 5)
  • System Management Functions (Task 32)
    • Modify Application Tables (Sub-task 17)
      • Report Classes (Option 2)

Instead of placing a dollar amount in the “Min order $” column, place EXCLU in the column to exclude items with the report class from the WHOLE order minimums.  See the example below:

Class  Title                     Min order $

 --     -------------------- -----

"01" , "Production code 1    25.75"     Indicates a $25.75 minimum order

"02" , "Production code 2       50"       Indicates a $50.00 minimum order

"03" , "Production code 3"                  Indicates No minimum order

"55" , "Packaging           EXCLU"       Don't include any items

EXAMPLE:

Ø     Item #550-0 PACKAGING is in report class 55.

Ø     The parameters are set this way: 

MIN'ORDER=25.00

MIN'ITEM=9009

An order, that will be delivered, has the following items:

160-0 PPC BOND                               12.00

190-0 BW COPIES 8.5X11                  8.00

550-0 PACKAGING                             7.00

This order hasn’t met the $25.00 order minimum because item #550-0/PACKAGING (in Report Class 55) is excluded from the whole order minimum of $25.00.  So the system will add item #900-9 for $5.00 to meet the $25.00 minimum.