Use case for BSS B2B Solution

Enforce Minimum Order Quantity and Value

Set minimum or maximum order quantity or amount per product, customer group or cart and warn buyers at the cart with BSS B2B Solution for Shopify.

  • App: BSS B2B Solution
  • Business model: Manufacturer or brand
  • Key feature: Order Limits

Last updated

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

Demo storefront cart with a Warning pop-up that says the customer must choose at least 10 products of a facial cleanser before checking out
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The problem

A small wholesale order costs as much to pick, pack and ship as a large one, but earns far less. Without minimums, small orders eat your margin, and asking buyers to top up by email slows everyone down.

The outcome

Wholesale buyers see the minimum before they check out. Carts below it are stopped with a message that says what is missing. Retail shoppers can be left out, so only the customers you target are limited.

how it works

How it works

  1. Turn on Order Limits and the app embed

    Switch the module on under B2B orders & discounts and make sure the BSS B2B Solution app embed is on in your theme.

  2. Target customers and products

    Choose your wholesale tag, add the products and exclude items that should not count, such as samples.

  3. Pick the limit

    Choose minimum or maximum amount or quantity, enter the value and set a priority.

  4. Choose the level and messages

    Set whether limits count per variant, product or order, and edit the pop-up and product page message.

  5. Test the cart

    Try carts below, at and above the limit as a wholesale buyer and as a retail shopper.

To enforce a minimum order quantity or value on Shopify wholesale orders, create an Order Limits rule in BSS B2B Solution: choose the customers and products, pick a limit type such as minimum order amount or minimum order quantity, and enter the number. When a cart falls short, a pop-up on the cart page explains what is missing before the buyer goes to checkout.

This page is for manufacturers and wholesalers who lose margin on small trade orders and want a clear, automatic minimum instead of a polite email. It covers the four limit types, how to target only wholesale buyers, the level at which a limit is counted, and the checkout bypass you should plan for.

Who this is for

An order minimum is worth setting up if:

  • A small wholesale order costs as much to pick, pack and ship as a large one.
  • You already have a minimum in your terms, but you enforce it by email after the order arrives.
  • Retail shoppers on the same store should not be held to the trade minimum.
  • You want different minimums for different customer groups, products or selling regions.
  • You also want a maximum quantity for limited or allocated products.
  • You need the minimum to be measured on the price the buyer actually pays, after trade discounts.

Why this matters

A $60 order and a $600 order take the same time to pick, pack and ship. When buyers can place any size of order, small ones quietly erode your margin. Asking customers by email to add more products creates delay, and some of them simply leave. A minimum that the store enforces before checkout turns that back-and-forth into a single clear message.

For the buyer, a stated minimum is a planning aid. A retailer who learns at the cart that the minimum is ten units per product can top up straight away, instead of discovering the rule after their order has been cancelled or adjusted. For your team, it removes a manual check from the order queue.

Real stores ask for exactly this. ORQA, a Croatian FPV technology brand, uses Order Limit to enforce minimum purchase quantities for its B2B customers, and Mesa Well, a US furniture maker, uses it to limit what customers can buy. See the ORQA and Mesa Well case studies.

Think of a specialty candle maker that sells both retail and wholesale. Retail shoppers can buy one candle. Trade buyers must order at least a case of twelve of each scent, and at least $250 per order. Both rules apply only to customers tagged wholesale, so a retail visitor never sees them.

What Shopify covers natively, and where an app helps

Shopify’s built-in B2B includes minimums and increments for business customers who belong to companies, as the pillar guide Shopify B2B and the Help Center’s B2B features by plan page describe. That works well when every wholesale buyer is set up as a company.

BSS B2B Solution Order Limits adds rules by customer tag, specific customer, product, collection, product tag, variant and selling market, for stores where buyers are identified by tag rather than by company, or that sell retail and wholesale to the same logged-in audience. It sets a minimum or maximum amount or quantity, and it measures the amount on the B2B price. The order rules and terms hub puts Order Limits next to quantity increments and net terms.

Minimum amount, minimum quantity or both?

The right limit depends on what actually costs you money.

If your cost comes fromUseExample
Handling many small ordersMinimum order amountAt least $250 per order
Packing every SKU separatelyMinimum order quantity at the variant levelAt least 12 of each scent
Producing a batchMinimum order quantity at the product levelAt least 100 units of a style, any sizes
Allocating scarce stockMax order quantityNo more than 200 units per order
Protecting a promotionMax order amountNo more than $5,000 per order

Many sellers use two rules together, a quantity rule per variant and an amount rule for the order. Because the level setting is global, plan the combination before you build it: a per-variant level makes the amount rule count each variant’s amount, so test an amount rule on a mixed cart.

How to set it up with BSS B2B Solution

1. Turn on the module and the app embed

Go to B2B orders & discounts > Order Limits, switch the module on and click Add rule. Turn on the BSS B2B Solution app embed in your theme first. With the embed off, rules are saved but nothing is enforced, because the limits run in the app’s storefront script.

Order Limits page in the BSS B2B Solution admin with the module on and four rules, such as a minimum order amount and a minimum order quantity of 10 items
The Order Limits rule list.

2. Choose customers, products and markets

Name the rule, for example “Wholesale min $200”. Under Customers pick all customers, logged-in customers, not-logged-in customers, specific customers or customer tags such as wholesale, and optionally exclude some. Under Products pick all products, specific products or variants, collections or product tags, and exclude items that should not count, such as free samples. Under Markets you can limit the rule to specific selling regions.

3. Pick the limit type and value

There are four types: Minimum order amount, Minimum order quantity, Max order amount and Max order quantity. Enter an amount in your store currency or a whole number of items. When two rules match, the lower priority number wins; with equal priorities, the largest minimum and the smallest maximum win.

Limits card of an Order Limits rule with the limit type Minimum order amount and a limit of $200
Choose the limit type and value.

4. Choose the level at which limits are counted

Under Order Limits > Settings, choose whether the limit applies to each product variant (the default), each product (all its variants together) or all products in the order. This setting applies to every rule. A minimum of 12 per variant means each scent must reach twelve; a minimum of 12 per product lets a buyer mix sizes of one scent; a minimum of 12 for the order counts the total.

5. Decide what the buyer sees

Settings also control the product page message: you can show a message below the quantity selector or below the Buy it now selector, and it turns red when the quantity does not meet the rule. You can edit the colours of the pop-up and translate every message.

Order Limits settings page with the level of the limit, the message on the product page and the design of the notification pop-up
Global settings: level, product page message and pop-up design.

6. Check the cart as a buyer

When the cart breaks a rule, a pop-up explains the problem when the customer clicks checkout on the cart page, or Buy it now on the product page.

Demo storefront cart with a Warning pop-up that says the order amount must be greater than or equal to $100.00 for a BB cream product
A cart below the minimum amount is stopped with a clear message.

A quantity rule names the product and how many units the cart needs.

Demo storefront cart with a Warning pop-up that says You must choose at least 10 products for Gentle Skin Facial Cleanser, with the cart item at quantity 1
A minimum order quantity rule: the pop-up names the product and how many units the cart needs.

Example

Example for illustration only, not a customer result. The candle maker creates two rules for the tag wholesale: a minimum order quantity of 12 at the variant level and a minimum order amount of $250. Rule A, priority 1, covers all products except the sample-pack collection. A buyer adds eight units of Cedar & Fig to the cart and clicks checkout. The pop-up says the cart needs at least 12 of that scent. The buyer raises it to 12, adds six units of another scent, which triggers the same message, and tops it up to 12. The total of $276 meets the $250 minimum, and the cart goes through. A retail shopper who adds one candle sees no message at all.

Handling exceptions

Every minimum eventually meets a good customer who wants an exception. You have three clean ways to handle it. First, exclude the customer or tag from the rule, which is permanent. Second, have your sales rep create the order for them in the admin with Manual Orders, which Order Limits do not check. Third, keep a second rule with a lower minimum for a trial tag, so new accounts can start small. Whichever you choose, note the exception in the order notes or tags so the next person understands why it happened.

Works well with

Glossary: MOQ, MOV and case pack.

Limits and common mistakes

  • Buyers can bypass the check at Shopify checkout. Order Limits are checked by the storefront script on the cart page and on Buy it now, not by a validation inside Shopify checkout. A customer who opens the checkout URL directly can skip the check. Treat limits as a guard for normal buyers and review unusual small orders.
  • Manual Orders are not limited. Orders your team creates in the admin are not checked, which gives sales reps room for exceptions.
  • The app embed must be on. Rules are saved but not enforced when it is off.
  • Amounts follow the B2B price. Limits use the price after Custom Pricing, Price List or Volume Pricing, so set the amount against what buyers pay.
  • The level is global. Per variant, per product or whole order applies to every rule, not to one rule.
  • A paid plan is needed. Order Limits is on the Advanced and Platinum plans.

Setup checklist

  • Turn on the app embed and the Order Limits module.
  • Write down your terms: minimum amount, minimum quantity, any maximum.
  • Create one rule per limit and target the wholesale tag.
  • Exclude samples, gift cards and other items that should not count.
  • Choose the level (variant, product or order) before you test.
  • Edit the pop-up wording and add the languages you sell in.
  • Test below, at and above each limit as a wholesale buyer and as a retail shopper.
  • Read the Order Limits guide.

Plans and requirements

Order Limits is available on the Advanced and Platinum plans of BSS B2B Solution ($49 and $99 per month, with yearly billing saving 10%). See the pricing page to compare plans, then install BSS B2B Solution from the Shopify App Store.

key features

What makes it work

Four limit types

Minimum or maximum, by order amount or by number of items.

Targeting by customer and product

Apply a rule to all customers, logged-in customers or tags, and to products, collections, tags or variants.

B2B price aware

Amount limits use the B2B price after Custom Pricing, Price List or Volume Pricing, in the customer's currency.

Clear messages

A pop-up at checkout and an optional note on the product page, both editable and translatable.

Set this up with BSS B2B Solution

Install BSS B2B Solution from the Shopify App Store, then follow the guide to turn this on in your store.

faq

Frequently asked questions

How do I set a minimum order value for wholesale customers on Shopify?

Create an Order Limits rule in BSS B2B Solution, target your wholesale customer tag, choose Minimum order amount and enter the value. When a cart is below it, a pop-up on the cart page explains what is missing. Retail shoppers are not affected unless you target them.

Can buyers get around the minimum?

In one case, yes. Order Limits are checked by the storefront script on the cart page and on Buy it now, not by a validation inside Shopify checkout. A customer who opens the checkout URL directly can skip the check. Treat limits as a guard for normal buyers and review unusual small orders as they arrive.

Do limits apply to orders my team creates in the admin?

No. Order Limits are not applied to Manual Orders, which gives your sales reps room to make exceptions. Extra Fee and BOGO are also skipped on Manual Orders. If an exception should be recorded, add an order tag or note on the draft order.

What happens when two rules match the same cart?

The rule with the lowest priority number wins. When two rules share the same priority, the largest minimum and the smallest maximum win. The aggregation level, per variant, per product or whole order, is a global setting under Order Limits Settings and applies to every rule.

Why is my rule saved but nothing is blocked?

The usual cause is the app embed. Order Limits are enforced by the storefront script, which loads only when the BSS B2B Solution app embed is on in your theme. With the embed off the rules stay saved but nothing is enforced. Turn it on, save the theme and test again.

Can I set a minimum per product instead of per order?

Yes. Under Order Limits Settings choose to apply the limit to each variant, to each product with its variants added together, or to all products in the order. The choice applies to every rule. Use the variant or product level for case-size minimums and the order level for a minimum basket.

Does the minimum use the wholesale price or the retail price?

Amount limits use the B2B price after Custom Pricing, Price List or Volume Pricing, and follow the customer's currency. Set the limit against what the buyer actually pays. A minimum of $250 is met by the discounted cart total, not by the retail value of the items.

Which plans include Order Limits?

Order Limits is available on the Advanced and Platinum plans of BSS B2B Solution. It is not on the Free plan. Check the pricing page for the full plan comparison, and turn on the app embed first, because the module only enforces rules when the storefront script loads.

  • Order Limits