How does the minimum order value work?

This article explains how advanced minimum order value control works in cairo.ERP systems, including summing order values within a day and route.

New approach to minimum order value control

Advanced minimum order value control has been introduced in the cairo.ERP system. Previously, each order was controlled independently. Now, it's possible to sum order values within the same day and route. This means you can add more products to an order, even if a single subsequent order doesn't exceed the set minimum, provided that the total value of placed orders already exceeds it. This control works in ERP, API/Webservice.

Activation and configuration

To configure the minimum order value, go to: ERP > ADMINISTRATION > PARAMETERS > COMMERCIAL DOCUMENTS > MINIMUM RESERVATION VALUE

Available parameters are:

• ACTIVE: Enables or disables minimum reservation value control (NO / YES).

• MINIMUM NET RESERVATION VALUE: The minimum reservation value, set in the system currency.

• CONTROL MODE: Defines how the minimum reservation value will be controlled:

  • current reservation: Verifies only the value of the currently processed order.

  • blocked reservations + route assignments: Verifies the current reservation plus the value of blocked or remotely ordered reservations, as well as consignments from the current day – all from the current warehouse and route.

Settings per contractor

You can also configure the minimum order value individually for each contractor:

ERP > CONTRACTORS > [Enter] > TRADE TERMS

• MINIMUM NET RESERVATION VALUE: Minimum net reservation value, set in the system currency. A value of 0 means that the general parameter will be applied, i.e., the settings from ERP > ADMINISTRATION > PARAMETERS > SCOMMERCIAL DOCUMENTS > MINIMUM RESERVATION VALUE.

System operation

Verification of the order: When setting the OK status on a reservation, the system checks whether the value of blocked items on the reservation (including potentially available items, e.g., with virtual quantity), along with optionally other customer documents (according to parameters), is higher than the established minimum.

• First order vs. additional orders: The first order of a given day must exceed the set limit. Subsequent additional orders are possible regardless of their individual value. An order below the minimum value should not be created.

• Route and date verification: If the parameter is set to RE blocked + DD, the system checks whether other reservations and consignments are assigned to the same route. Additionally, for consignments, the same date is verified, while reservations can be from a different day.

• API/Webservice (doOrderProduct): If the client has a defined minimum reservation value threshold, before creating a reservation in the doOrderProduct function, the system verifies the value of ordered goods (considering virtual quantities), similarly to doOrderClose. If it fails, a log is generated: "msg": "Reservation value below the minimum required net value". Additional logs are saved in the check_min_wart.log file.

• Order fulfillment: If the values comply with the requirements, the reservation receives the OK status and the order is fulfilled. Otherwise, an error message appears.