Configuring Multi-Level Discounts

Discounts can be configured to apply only if certain factors are met.

Example: An event registrant could be required to register three attendees to receive a discount, then receive an even larger discount if they register five attendees.

Discount levels can be configured on the price record, based on the following:

  • Amount: The customer must purchase within a predefined monetary amount for the discount to apply.
  • Quantity: The customer must be purchasing a certain number of a product for the discount to apply. This can be, for example, a number of items of merchandise or a number of group registrations for an event.
    • Quantity (all): Once the predefined minimum is reached, all items using that discount type in the shopping cart receive the discount.
    • Quantity (stepped): Once the predefined quantity is reached, only items within the predefined quantity range will be discounted.

Note: The option to configure price attributes is not available when setting up discount levels.

To set the discount to apply based on one of these factors:

  1. Open the Discount Record.
  2. Click the Prices tab.
  3. Create a price / discount.
    1. In the Price Record>Details tab, click the Pricing Options menu item.
    2. In the Pricing Based On drop-down, choose "Amount," "Quantity (all)," or "Quantity (stepped).
    3. Define the amount or quantity range using the Minimum and Maximum fields.

  1. Save changes to the price.

Note: IF the discount should have multiple levels, in the Discount Record > Prices tab, create additional discount levels as necessary. This will involve creating additional price(s) for the other discount levels.

Example: If event registrants using Discount A should get:
* 5% off each registrant when registering 2-4 people,
* 10% off each registrant when registering 5-6 people, and
* 15% off each registrant when registering 7+ people.
This would involve creating Discount A with 3 different prices / discount levels. Each price level would need to be configured as the appropriate percent off, using the Quantity (all) setting.

Examples:

Quantity (all)
Scenario: The customer must purchase ten or more widgets in order to get a bulk discount of 5% off all widgets.
Solution: In creating the price for this discount, set the Pricing Based On to "Quantity (all)," with a Minimum Amount of "10."
Quantity (stepped)
Scenario: Group registrants who register more than five people as part of their group pay full price for registrants 1-4, get a 10% discount on registrants 5-8, and a 15% discount on registrants 9-14.
Solution: When setting up this discount, multiple prices must be created in the same Discount Record. Price A for 10% off, with the Pricing Based On setting set to "Quantity (stepped)," a Minimum Amount of 5 and a Maximum Amount of 8. Price B for 15% off, with the Pricing Based On setting set to "Quantity (stepped)," a Minimum Amount of 9 and a Maximum Amount of 14.