Sub Account Restrictions

Hello,

Right now I have created a customer named Qloudly. This customer has access to create sub-accounts (accounts of Qloudly). 

I wish to set a Maximum Order rule type for all sub-accounts of a given customer (in this case Qloudly). It is in the field "For who:" that I am falling short, how do I choose "For all sub accounts of this account, but not the main account"?

Thanks in advance :) 

Hi Stefan,

Thank you for your reply, that’s unfortunate news. I imagine I’m not the only one with customers where the main account wants to define rules and limits for its subaccounts, while being exempt from those same restrictions itself.

That thought gave me an idea for a simpler approach to the custom solution you mentioned:

Instead of writing code to detect and apply limits to every subaccount of a parent, perhaps it’s cleaner to exclude the main account from the existing spending limit rule. In other words, the Dynamic Rule would still apply normally to all subaccounts, but if the system detects the main account itself, it simply overrides the rule and sets the limit to 0 (infinite).

Would that approach be possible to implement?

Hello again,

I’m following up regarding the Maximum Order Value feature.

Is it possible to implement this on a time-based basis rather than per checkout?

My customers would like the main account to have an overview of each subaccount’s spending within a given time period, regulated by the MOV, so they can easily monitor financial activity. The goal is for each subaccount to have a defined spending allowance (e.g., XXXX amount over YYYY time). Once that period ends, any remaining allowance would roll over into the next cycle.

To clarify the structure:

• Main Account: The company’s central account — responsible for setting rules, approving orders, and managing limits.

• Sub Account: Each employee account operating under the main account’s rules and spending limits.

Would such a time-based MOV system be possible, or could it be achieved through customization?

Before this gets too heavy on my replies, let me just summarize what my request is about so you don't try to find heads and tails in 3 replies from me:

I’d like to introduce a time-based Maximum Order Value (MOV) system (which in essence iss Maximum Spending Value), rather than one that resets on each checkout. The idea is that each subaccount has a spending allowance (e.g., XXXX amount per YYYY time period), and when that period ends, any remaining balance rolls over into the next cycle. The main account should be able to view and manage these limits for its subaccounts.

Since that’s not currently possible natively, I’m wondering if it could be approximated through customization — for example, by simply excluding the main account from the existing MOV rule.
That way, the Dynamic Rule would still apply to all subaccounts, but if the system detects the main account, it would override the restriction (effectively setting the limit to infinite).

Hi Stefan,

I appreciate the effort you've already put in, thank you very much. I'll forward this to my developer and see if that sparks some ideas. Thank you again!

Hello again,

I just wanted to reach out and let you guys know that we successfully implemented this feature on to the B2BKings plugin, and we're very satisfied with not only that, but also your assistance in nudging us in the right direction. Thank you, Stefan!