Discounts

Discounts are applied to products based on the scope you specify and without requiring any customer input. When a discount is applied to a product, the product will be listed with the discounted price next to the original price which will be crossed out to show that the product is discounted. A discount can either be applied on top of other discounts offered, or instead of other discounts, meaning only one discount can apply per product. Discounts and Promotions work independently so a Promo Code can be applied on top of already discounted products. Discounts don’t apply to Product Bundles so will be ignored by the products inside the bundle.


Configuration

From the Discounts object, configure the discount including the amount and scope.

Field Name Description Notes
Discount Name The name of the discount For internal identification
Calculation Type Is the discount a percentage, discounted amount or a discounted price 10% off, $10 off or discounted to $50
Behaviour when Applied Does this discount add to other discounts or replace them See Discount Behaviour for more on this
Percentage Discount If a percentage calculation, the percentage of discount to apply  
Discount Amount If a discounted amount calculation, the amount of discount to apply  
Discounted Price If a dicounted price calculation, the discounted price for the scoped products  
Active Turns the discount on or off in conjunction with Starting Date and Ending Date  
Starts At The date and time the discount begins Active must be TRUE for the discount to start
Expires At The date and time the discount ends Leave blank to continue discount endlessly


Discount Scope

Scope Description
All scope fields empty Include all active products and all customers across all stores
Store Include all products in this store
Price Book Include all products in this price book
Brand Include all products from this brand
Product Category Include all products from this specific category and all its subcategories
Product Include only this specific product and any variants
Membership Include contacts from all accounts under this specific membership
Account Include only contacts from this specific account


Discount Behaviour

Stacked with other discounts
When several discounts are set to stack, they will add to each other to give a greater discount to the products with overlapping scopes. Percentage discounts are calculated off the list price so if a product with a list price of $100 is within the scope of a 5% discount and a 10% discount will sell for $85.

Replace other discounts
Discounts set to replace others will override any stacked discounts for the same products. If a product is within the scope of multiple discounts that are set to replace others, the most recently created discount will be applied.

Sale Price
Each Price Book Entry also has the option to set a sale price. The Sale Price field allows a discount to be applied to the product without using this discount feature. If the Sale Price is lower that the discounts available through this Discounts feature, the Sale Price will be used instead.


Discount Credit

Discount Credit records are automatically created when an order has discounts applied. These are a snapshot of each application of your discount and allow you to see what discounts were applied to products for each order.

Each record includes:

 

 
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