Create customer limit

Welcome! This guide will help you understand how to use the Customer Limit feature. This feature allows you to set limits based on customer tags. You can set limits either on the quantity of products or on the total value of products that a particular customer can purchase in your store.

Who can use this feature?

This feature is available for all users.

1. Creating a Customer Limit

Access the Limit Management menu on the left hand menu.

To create a Customer limit, please click the 'Select' button under 'Customer Limit' feature box.

2. General Settings

You can change the 'Limit Name' for easy management of different limits. Don't worry, your customers won't see this name.

3. Selecting Customer Tags to Limit

Step 1: Please click the 'Browse' button to select the customer tags you want to apply.

Step 2: Tick the desired customer tags and click the 'Select' button in the 'Select Customer Tag' pop-up.

4. Setting Limit Conditions

There are two types of conditions:

(1). Product Quantity: Limit based on the number of products

Minimum Quantity: The minimum number of products a customer must purchase.
Maximum Quantity: The maximum number of products a customer is allowed to purchase.

(2). Total Product Value: Limit based on the total value of products

Minimum Total Value in Order: The minimum total value a customer is allowed to purchase in a single order.
Maximum Total Value in Order: The maximum total value a customer is allowed to purchase in a single order.

5. Advanced Settings

5.1. Active Dates

You can set the start and end dates for the limit.

Start Date: The limit will display and take effect from the date you set in 'Start Date'.
End Date: The limit will cease to display from the date you set in 'End Date'.

5.2. Notifications

You can choose when to notify about the limit:

The Limit Has Been Reached: Display a notification when the limit has been reached.
"Add-to-cart" Button is Clicked: Display a limit notification when the "Add to Cart" button is clicked.
No Notification: No limit notification will be displayed, the checkout button will be disabled when the limit is reached.