Add Checkout Limitations

The checkout limitations feature provides you extra control over the guest's ability to complete orders. The types of restrictions available are order frequency, order size, order subtotal, and prerequisites for specific items. 

To create a new checkout limitation. log into the Bbot Owner Panel and click on 'Account Settings' under the 'Restaurant Setup' heading.

Scroll down to 'Add Checkout Limitations' and click 'Enable'.

Enter a name for the limitation and click 'NEXT' to continue.

Select the type of checkout limitation to be configured.

Order Frequency: This lets you limit the number of inbound orders within a given time block. Since this feature only works for future orders, you will first need to set up your desired time blocks in your menu settings. For example, if you want to only allow for 10 orders every 30 minutes, the Timeblock Width should be set to 30 minutes. 

  • Once you've set up the order ahead functionality, navigate to Checkout Limitations as described in steps 1-3 above, then select 'Order Frequency,' and enter the number of orders you would like to allow per time block, then click 'NEXT'

  • Select the fulfillment method(s) and location(s) that this limitation will apply to, then click 'NEXT'
  • You will have the option to customize specific date ranges and times that this limitation will apply to, then click 'SAVE'

Order Size: You can set order size limitations (both minimum and maximum) based on specific menu item tags or item class (food or drink). For example, if you wanted to limit the number of alcoholic beverages a guest can order in a single checkout, you could select the 'Alcohol' tag and set your desired 'Allowed Range'. Note: you MUST have menu item tags applied to menu items for this limitation to apply at checkout. 

  • Once you've set up menu item tags, navigate to Checkout Limitations as described in steps 1-3 above, then select the 'Order Size' option
  • Set the minimum and/or maximum number of items allowed by entering the values into the ‘Allowed Range’ fields
  • Edit the 'Error Message' that will show when the guest does not meet the checkout limitation requirements, then click 'NEXT'
  • Select the fulfillment method(s) and location(s) that this checkout limitation will apply to, as detailed above, then click 'NEXT'
  • If desired, customize specific date ranges and times that this limitation will apply to, as detailed above, then click 'SAVE'

c. Order Subtotal: This checkout limitation allows you to prevent guest checkout if their cart is more than a given maximum or less than a certain minimum.

  • Set the desired minimum and/or maximum subtotal in their respective fields
  • Edit the 'Error Message' that will show to the guest when they do not meet the required minimum or surpass the set maximum
  • Select the fulfillment method(s) and location(s) that this checkout limitation will apply to, then click 'NEXT'

Prerequisites for Order Items at Checkout: This checkout limitation allows you to establish prerequisites that must be fulfilled in order for a guest to checkout. For example, some state laws place restrictions on your ability to order alcoholic beverages unless there is food also being purchased. Orders are tracked based on a session ID cookie that is created and stored in the browser's cache when the guest places items in the cart and completes an order. We do not track whether orders have been placed based on the credit card information as Bbot does not store credit card information.

  • Select which menu item tag or item class at least one item in the checkout cart should have, then select which tag or item class will block checkout until the required tag is present

  • Enter the minimum number of menu items that have the required menu item tag or class at checkout
  • Enter the maximum number of menu items that have the required menu item tag or class at checkout, or select 'Unlimited'
  • Edit the 'Error Message' that will show to the guest that does not meet the checkout limitation requirements, then click 'NEXT'

  • Select the fulfillment method(s) and location(s) that this checkout limitation will apply to, as detailed above, then click 'NEXT'
  • If desired, customize specific date ranges and times that this limitation will apply to, as detailed above, then click 'SAVE'

Item Tag Quantity/Frequency: This limitation allows you to control the number of orders for specific items that use the same menu tags. For example, if you have a menu special or holiday item that is limited to a certain quantity, you limit the number of orders based on the inventory amount of that specific item.

  • You will first need to make sure that you've added a Menu Tag and added the tag to the items you would like to limit.
  • Select the specific tag that you created in the 'Item Tag To..' drop-down menu.
  • 'Max Per Timeblock' will allow a certain number of items within the time block settings you've set for your menu.
  • 'Max Per Day' allows for a certain amount of orders within the restaurant hours of your location.
  • 'Max Overall (across all days)' will allow you to control the total amount of an item regardless of the time block settings. You will need to select a start and end date in order for the limitation to work.

You will then need to select the fulfillment methods and the location codes that you would like the limitation to apply to. When you click a specific fulfillment method, it will display all of the location codes associated with it. You are also able to click 'Toggle All' for both to select all of them at once. After you've selected the location codes and fulfillment methods, click 'Next'.

You are also able to control which dates the limitation will apply to by selecting 'Yes' under 'Would you like to Limit Dates/Times?'. After clicking yes, you'll be presented with a drop-down menu to select the start date and end date the limitation will apply to as well as the option to select the time period for each day of the week, as well. 

Once you've entered the dates and times of the limitation, click the 'Save' button to finalize the changes.

Using Checkout Limitations for Buy One Get One Promotions

While Bbot does not currently have a promo code for "BOGO" promotions, it is possible to enable a BOGO configuration using Menus, Menu Tags, and Checkout Limitations.

Step 1: Create a Menu for full-priced items

Step 2: Create a second Menu for discounted items (50% off or free)

Step 3: Create corresponding Menu Tags for both menus (BOGO Full-Priced and BOGO Reduced)

Step 4: Set Up Checkout Limitations as shown below

Using Checkout Limitations for Bottomless Mimosas

If you would like to create a limitation that allows for an item such as Bottomless Mimosas or Endless Wings in a certain time period, you are able to utilize the 'Item Tag Quantity/Frequency' limitation.

Step 1. Create a Menu Item Tag such as 'Brunch' or whatever specific identifier you would like to tag the menu items in the limitation as.

Step 2. Create an item in the menu such as 'Bottomless Mimosa' with the flat charge i.e. $30.00 and tag this with the unique tag you created.

Step 3. Create an additional item with $0.00 dollar amount named 'Mimosa Refill' and also tag this with the unique tag.

Step 3. Create a Checkout Limitation following the steps above for 'Item Tag Quantity/Frequency' limitation. 

Step 4. When creating the Checkout Limitation, you will need to specify an amount in the 'Max Overall'; the quantity should be a large amount that you are unlikely to sell i.e. 500 or more. Limiting the item to a timeframe requires that you enter an amount of the tagged item so entering a very large amount will prevent the ordering of the item from being blocked due to hitting the quantity.

Step 5. After selecting the fulfillment methods and location codes you'd like the limitation to apply to, you will need to specify the dates and times that the limitation will apply to. The system requires you to select a date range to apply to the limitation so selecting a start date followed by an end date far in the future will rectify this.

Step 6. When servers initially place the order, they select the item with a flat amount i.e. Bottomless Mimosa $30.00 and for any additional refills, they will need to select the $0.00 item 'Mimosa Refill'.

If you have any questions or if you need any assistance configuring the above checkout limitations, please contact our support team at support@bbot.menu.