This article is part of purchase orders and covers vendor order minimums.

With vendor order minimums, users can set a minimum dollar amount or minimum item quantity that will be required for purchase orders. When creating an order, users will be notified of any vendor order minimum amounts that may exist. A purchase order cannot be sent if it does not meet the minimum order requirements set for the selected vendor. However, users with the appropriate permissions will be able to override vendor minimums, if needed. 

By setting vendor order minimums, restaurants can avoid fees and fines related to freight, delivery, or expedited shipping. These minimum thresholds will act as a guardrail to prevent unwanted expenses that may be incurred on smaller, on-the-fly orders.

Note: Vendor order minimums is in beta. Please contact your CSM to learn more. 

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Vendor order minimums can be set from the Order Settings sidesheet, which can be opened on the Orders page. 

First, click Orders from under Food in the left navigation menu. Then, from the Orders page, click the gear icon .

This will open the Order Settings sidesheet.

Order Settings Sidesheet

	Field	Description
1	Default Configuration Type Selector	Whether the default configuration type is a Doll Amount or Item Quantity minimum.  This field is applicable when using a default order minimum for all vendors.
2	Default Minimum	The minimum dollar amount or item quantity that an order needs to meet in order to be submitted.  This field is applicable when using a default order minimum for all vendors.
3	All Vendors Toggle	Determines whether there is a default vendor minimum or not.  When toggled on, the default configuration (#1 and #2) will be applied to every vendor. When toggled off, the Vendor Minimums table will appear, and users will need to create individual order minimum configurations to assign to vendors.
4	Configuration Type	Whether the configuration type is a Dollar Amount or Item Quantity minimum.
5	Minimum	The minimum dollar amount or item quantity that an order needs to meet in order to be submitted. This value can not be 0.
6	Vendors	The vendor(s) that will have the associated order minimum. A vendor can only be assigned to one configuration.
7	+Add Configuration	Adds a new vendor minimum configuration to the list. This will add a new line to the list of configurations. Users will need to select a configuration type, a minimum threshold value, and the vendors that will have this order minimum configuration assigned.
8	Delete	Deletes a configuration.
9	Save	Saves the form. Users must click Save for any changes made to take effect.

Set Vendor Order Minimums

To set vendor order minimum(s), first open the Order Settings sidesheet, then follow these steps:

1.  From the sidesheet, elect whether to set a default order minimum or individual configurations. 

   • To set a default order minimum that will apply to all vendors connected to the organization, select a default configuration type and a minimum value. Then, ensure that the All Vendors toggle is toggled on.

     

     
     

   • To set individual order minimums that will apply only to the selected vendors,  ensure that the All Vendors toggle is toggled off. Then, click +Add Configuration.

     

     
     

2. When creating a new configuration, users will be prompted to select a configuration type (Dollar Amount or Item Quantity), a minimum value, and the vendor(s) that this minimum should apply to. Users can select one or multiple vendors to assign the order minimum.

   Vendors that are not assigned to an order minimum configuration will not have any order minimum requirements. 

   
   

   

   
   

3. Once all necessary configurations are created, click Save to save and apply the order minimum configurations to their selected vendor(s).

   

   
   
   

4. When a purchase order is created using a vendor that has an assigned order minimum, the order minimum will show as a notice in the bottom right of the purchase order form. This notice will remain in red until the order minimum is met. When the order minimum is a dollar amount, the order Total will stay in red until it meets it’s minimum threshold. When the order minimum is an item quantity, the Qty Total will remain in red until the order meets its minimum threshold.

   

   
   

5. Once the order has been completed, and the vendor order minimum has been met, the purchase order can be saved and sent.

   

   
   
   

Orders That Do Not Meet Minimum Requirements

When an order does not meet its assigned minimum requirements, the Send button will be disabled, and upon hover-over, users will be told that the order does not meet the vendor minimum. An order that does not meet its order minimum cannot be sent.  To send the order, users will have to adjust the items on the order in order to meet the dollar amount or item quantity minimum.

Only users with the Override Vendor Order Minimums permission will be able to send an order that does not meet minimum requirements.