Create customer limit

Learn how to create customer limits in the Order Limit App by using tags to set purchase limits based on total quantity or order value, ensuring a balanced shopping experience.

Setting a customer limit helps you manage how many products or the total value of orders a specific customer can purchase, identified by customer tags. This feature is perfect for tailoring purchase limits based on different customer groups, such as VIP members or wholesale clients. By using tags, you can ensure that different customer segments adhere to the limits you set, whether it’s by total quantity or total value in a single order.

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 the 'Customer Limit' feature box.

2. General settings

Give your limit a name under the Limit Name field for easy management. Remember, this name is for internal use only and will not be visible to customers.

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 to target the customer: Total Product quantity and Total product value

Product quantity

This type will limit the customer's order based on the number of products in the cart:

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

Total product value

This type will limit the customer's order based on the total value of all line items in the cart:

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. Sometimes, you want it to launch as soon as possible, then you can set it to today.

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, and the checkout button will be disabled when the limit is reached.