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Availability Rulesets

Availability: All Levels
This feature is available on all plan levels

An "Availability Ruleset" is one, or a combination, of availability rule(s) attached normally via Schedule Profile, or directly attached to an item, to change how it rents. In addition, Availability Rulesets can be attached to modify all of the following: 

 

There are two main Availability Rulesets included on all folders. The rest are completely configurable and customizable depending on the setup:

1. General Availability - Attached to all Schedule Profiles, by default and unless changed, that enforces a minimum order amount and blocks any customers marked as "bad" from order.

2. Universal Availability - Any availability rules in this ruleset apply to the entire folder.

 

Common questions/issues resolved by attaching an Availability Ruleset/Availability Rule: 

  • How can I set a maximum rental duration for an item?
  • I want to send a message to only my homeowner/non-contractor customers.
  • When ordering a 10-yard dumpster, I need to know if they want the high wall or low wall type.

 

List of Availability Rules and Descriptions. Only current rules with active functionality are displayed below:

Tables can't be imported directly. Please insert an image of your table which can be found here.

Rule

Description

Allow Travel Fee by Distance

This is used to set a maximum distance allowed for a rental when using Travel Fee by Mile and customize the error messages.

Alternate Document by Category

Allows a different document, usually a "Contract", to be used based on the Category.

Alternate Document by Items

Allows a different document, usually a "Contract", to be used based on an Item.

Alternate Document by Option

Allows a different document based on an Order Option.

Between Times

Discontinued.

Block Hour

Blocks a specific hour from being scheduled at the end of the checkout process set in military time (i.e. "14" = 2:00pm).

Block Other City-State Warning

Blocks order addresses that have a city or state marked as "other:" from completing the order.

Cart Limit

Sets a maximum number of items that can be placed in the shopping cart. Blocked at the end of checkout. 

Closure Span

Used to set a closure range for ERS folders with a beginning date, ending date, and customizable closure message.

Closure Span - Allow Overlapping Orders

Used to set a closure range for ERS folders with a beginning date, ending date, and customizable closure message. Open-ended or "TBD" orders ignore these closures when checking Availability.

Closure Span Delivery - Allow Overlapping Orders

Closes a range of dates for Delivery, but allows for pickup. Open-ended or "TBD" orders ignore these closures when checking Availability.

Closure-Weekday

Discontinued. Use the standard "Closure" rules and enter in a day of the week to accomplish this.

Closures - Allow Overlapping Orders

Used to set a closure date and customizable closure message for ERS folders. Open-ended or "TBD" orders ignore these closures when checking Availability.

Companies Only

The order must be associated with a customer record belonging to a defined CRM Company Profile of any type.

Consumers Only

The order must NOT be associated with a customer record that belongs to a defined CRM Company Profile.

Customer Pickup enforce Minimum Order

Blocks a customer at the end of checkout if their "Pickup" order is less than a certain dollar amount.

Customer Pickup Only

Blocks a customer at the end of the checkout process if their order is marked "Delivery".

Delivery Only

Blocks a customer at the end of the checkout process if their order is marked "Customer Pickup Only".

Does not Contain Specific Category Item

Checks to make sure the Shopping Cart does not contain any items from a specified Category.

Does not Contain Specific Item

Checks to make sure the Shopping Cart does not contain a specified item.

Enforce Minimum Order

Sets the minimum dollar value for an order. Can be based on Total or Subtotal with a customizable error message.

Enforce Minimum Order By Date

Sets the minimum dollar value for an order based for a date range. Can be based on Total or Subtotal with a customizable error message.

Enforce Minimum Order By Day of Week

Sets the minimum dollar value for an order based on the day of the week (i.e. Sunday). Can be based on Total or Subtotal with a customizable error message.

Enforce Minimum Order for Coupons

Sets the minimum dollar value for an order on a coupon. Can be based on Total or Subtotal with a customizable error message.

Enforce Same Days

Blocks any order that is not the current date. Allows same day orders only.

Get Customer Status

Prevents a customer marked as "bad" from placing an order using the "customer - Status" Ordering Step.

Has not ordered for certain amount of days

Checks if a customer has not had an order for a customizable number of days.

Max Hour

Maximum hour allowed for scheduling set in military time (i.e. "14" = 2:00pm). However, we recommend using the "Latest Time" in the Schedule Profiles to accomplish this.

Max Orders by Date

Sets the maximum number of orders based for a date range with a customizable error message.

Max Orders Per Day

Sets the maximum number of orders for a specific date with a customizable error message.

Max Orders Per Hour

Sets the maximum number of orders for any given hour during a day. Schedule Profile mode of "Time Span" only.

Max Orders Per Pickup Hour

Sets the maximum number of "Customer Pickup" orders for any given hour during a day. Schedule Profile mode of "Time Span" only.

Max Orders Per Slot

Sets the maximum number of orders for any time slot. Schedule Profile mode of "Time Slots" only.

Maximum Category Items

Enforce a maximum count or value of items from a particular category

Maximum Days

Sets the maximum amount of days for the length of an order.

Maximum Days Allowed For Booking

Prevents customers from ordering if it's too far into the future based on a customizable number of days. If set to "7", customers could not order more than a week out.

Maximum Duration

Sets the maximum amount of days or hours for the length of an order.

Maximum Duration Minutes

Sets the maximum amount of minutes for the length of an order.

Min Hour

Minimum hour allowed for scheduling set in military time (i.e. "14" = 2:00pm). However, we recommend using the "Earliest Time" in the Schedule Profiles to accomplish this.

Min Order for emails

Discontinued.

Minimum Advance for Booking by Profile

Sets the minimum number of days before a customer can place an order by a Schedule Profile (i.e. "3" days means a customer can schedule 4 days from today). For the folder setting, click here.

Minimum Category Items

Ensures a minimum number of item(s) is in the Cart from a specific category.

Minimum Days

Sets the minimum amount of days for the length of an order.

Minimum Duration

Sets the minimum duration in days or hours for the length of an order.

Minimum Specific Items

Ensures a specific item and count of that item are in the Cart.

Mox Order for Emails

Discontinued. 

No Customer Pickups

Blocks a customer at the end of the checkout process if their order is marked "Customer Pickup".

No Delivery

Blocks a customer at the end of the checkout process if their order is marked "Delivery".

Refuse Address Mismatch

Billing Address and Order Address must match to place an order.

Require Day of Week

Requires a particular day of the week. Use 3-letter abbreviations for the day. For multiple days, use "or" (Mon or Wed).

Require Order Option

Checks for a specific Order Options and value selected during the order (i.e. All "Homeowner" orders).

Under Maintenance

Allows you to mark a specific item as unavailable.

Verify Taxcloud Address

Users for the TaxCloud integration to check the address.