Table of contents
Overview
This feature prevents customers from purchasing only individual products (à la carte). It’s useful for ensuring a minimum shopping cart value per order. In this guide, you’ll learn how to set it up.
Setting up mandatory product packages
Watch the video below for a quick setup demonstration. Written steps follow.
Step 1 — Enable the setting in your price list
In each price list, go to Actions → Settings. This must be applied per price list; it’s not a global setting. This is useful if you only want the rule to apply for certain jobs.
Step 2 — Adjust per access code settings
- When enabled:Customers must purchase at least one package per access code. If they place a second order for the same job, they must log in to their customer account, so the system can match their customer ID. Ways to log in:
- Using the login form on the shop page
- Using the login option on the address page during checkout
- Using the login button or link in an email notification
If a customer uses the same access code but isn’t logged in, they’ll need to purchase a package again. This applies to all jobs linked to that access code.
- When disabled: Only one package is required per order, regardless of how many access codes are used.
Examples:
Prepay+ & Proofing: If a parent purchased a package during the Prepay stage and logs into the proofing shop using the same email linked to the order, they do not need to buy a package again.
Shopping across jobs: If a customer is logged in and purchased a package from a previous year’s job with the same access code, they do not need to purchase again (though re-using access codes is not recommended).
Multiple buyers for the same access code: If a package is purchased without logging in, or if another person uses the same access code, a new package purchase is required.
Step 3 — Customer shopping experience
Customers cannot add individual products to the cart unless at least one package is already in the cart. Once a package is added, restrictions and notifications disappear.
The takeaway
Mandatory product packages ensure a minimum cart value per order, supporting upselling and revenue growth. While it may slightly reduce immediate sales, it creates consistent value and higher order totals over time.
FAQs
- Can this be applied to all jobs at once? No, it must be set per price list.
- What happens if a customer reorders without logging in? They will be prompted to purchase a package again.
- Does this apply to multi-access-code orders? Only if “per access code” settings are enabled.