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General Discount Setup Instructions

The General Discount Module allows you to setup five different types of discounts for your customers. These are:

Click the above links for more information and setup instructions for each discount method.  Click the links below for other important information. 

This module can be used with your Toolkit or Toolbag shopping cart account.  For pricing information, or to purchase this module, please contact your sales representative.


Setup Instructions
From eManager select General Discounts from the Product Related Activiites section and click the Go button.

Discount Sequence  
This screen allows you to select the order in which your discounts will be recognized. If you are using only one method, order it first, and disregard the others. A discount method will be recognized only if it is used and setup by you. Select a discount, then click [UP] [DOWN] or [TOP] to move it where you want it to be.

Edit   To edit (setup new, delete, or edit existing) discounts, select the one you wish to edit from the list to highlight it and click the Edit button. You will be taken to the setup/edit screen for the discount method selected.

Stop Boxes
The main setup panel for each discount method contains a  Stop check boxThe Shipping Discount panel, and the Order Total Discount panel, contain one Stop check box at the bottom of their main setup screen. Other methods contain a column of Stop check boxes for individual selections. Strategic use of the Stop feature, in conjunction with the Discount Sequence, allows you to control whether or not more than one discount method can be used at one time.

For example, if you have both Coupons and a Quantity Discount set up, but you don't want a customer to be able to redeem a coupon in addition to the Quantity Discount, then you might order the Coupon first in the Discount Sequence table, with it's "Stop" option enabled in the Coupon setup screen.  Then, during checkout, if a customer enters a coupon number, they are not eligible for any further discounts.  If they do not enter a coupon number, then processing continues with the next discount in the list. In this case, the Quantity Discount would apply.  

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Discount Methods

Total Order Price
 This method allows you to offer a discount to your customers based on the total of their order. For example, if they order $100 of product, you might wish to give them a %10 discount. You may setup a maximum of 5 tiers with this method, and use either dollars or percentages to calculate discounts for each tier.

Setup From the Discount Sequence screen, click once on Total Order Price to highlight it, and click the Edit button. You will be taken to the Discount by Total Order Price setup screen.

Enter your first range in the first row. Enter the amount of the discount, and select either Dollars or Percent from the drop-down box. If you wish to setup more tiers/ranges, go to the next row and repeat above steps. You may have a maximum of 5 tiers. (Important..do NOT overlap tiers. For example if Tier 1 is for $100.00 to $200.00, then Tier 2 MUST begin at $200.01 ) When finished setting up your discounts, click the Save button at the bottom of the screen. You will be returned to the Discount Sequence screen. 

  • You may edit/change or remove discounts at any time. 
  • If you wish to remove a range set, check the Clear box in the last column of the rows you wish to clear, then click the Save button at the bottom of the screen. 
  • Check the Stop box if you wish to prevent other discount methods from being used in conjunction with this discount. 

TEST Your Settings We recommend that you ALWAYS test your shopping cart after making changes that effect customer charges to be certain they perform as you expect. To do this, go to your website and add items to your cart. Go to Checkout. If you wish to submit a full test transaction, type the word "testing" (without quotes) into the first name field of the order form. Then hit the Tab key on your keyboard. The rest of the form will auto-fill with demo information. Odd totals will be declined. Even totals will be "approved".

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Product Quantity
This method allows you to offer a discount based on the number of items purchased. For example, Buy 2, Get 1 Free. You may setup one discount set and apply it to all products in your database, or you may setup an unlimited number of discount sets, and apply them to products individually.

Setup
From the Discount Sequence screen, click once on Product Quantity to highlight it, and click the Edit button. You will be taken to the Product Quantity Discounts setup screen.

Add All Products
If you wish to use one discount for all products, use the small table near the top of your screen labeled Add All Products. Fill in the discount BUY and GET fields, the amount of the discount, and select either Dollars or Percent from the drop down menu. Click the Add All button. All of the products in your database will be assigned to the discount method.

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Coupons
You may create discount coupons with unique numbers that your customers can redeem by entering the correct coupon number when checking out. You may choose to have the coupon removed once used, preventing it from being used again, or, you can have the coupon "persist"...allowing it to be used repeatedly until you choose to stop it. 

Check the Stop box for individual coupons if you wish to prevent other discount methods from being used in conjunction with this discount. 

Setup
From the Discount Sequence screen, click once on Coupons to highlight it, and click the Edit button. You will be taken to the Add/Remove Coupons setup screen.

Near the bottom of the screen you will see a table labeled Add Coupons Below. Use this table to create new coupons.

PREFIX -- Enter a Prefix number for your coupon. This may be any combination of numbers and/or letters. Use alphanumeric characters only. This will be the first part of the number that the customer must enter on the checkout screen in order to redeem the coupon.

QTY -- Enter the number of coupons you want to create.  

Multi-Use Coupons -- If you wish to create one coupon, then give it to select customers for use whenever they order, then you might enter the number 1 in the QTY box.  One coupon will be created.  The first part of the coupon's number will be the PREFIX.  The second part of the coupon's number will be the QTY.  For Example:  If you enter a PREFIX of A123  and a QTY of 1 then the redemption number is A123-1.  This is the number that must be entered on checkout by the customer to redeem the coupon. IMPORTANT! If you want the coupon to be used more than one time, you must check the PERSIST box. Otherwise, the coupon will be removed from the system after one use.

Single-Use Coupons -- If you wish to create multiples of one coupon to be distributed to your customers, then enter the number of coupons you want to create in the QTY box.  For example, if you want to create 15 coupons, enter 15 in the QTY field. Fifteen copies of the coupon will be created and displayed for you in the table.  Each coupon number will be a combination of the prefix and an incremental number. If you enter a PREFIX of A123  and a QTY of 15 then the redemption number is A123-1 for the first coupon, A123-2 for the second, A123-3 for the third, and so on up to 15.  This allows you to distribute coupons to many customers, each with it's own unique redemption number.  IMPORTANT! If you want each coupon to be redeemed only once, then be removed from the system, do not check any boxes. If you want a coupon to be usable more than once, check the PERSIST box. 

DISCOUNT -- Enter the discount amount for the coupon, and select either dollars, or percent.

PERSIST  -- If you intend to allow this coupon to be used multiple times, be sure to check the Persist box so that the coupon will not be removed by the system after the first redemption.

STOP -- Check the Stop box if you wish to prevent other discount methods from being used in conjunction with this discount. 

DELETE --  If you want to delete a coupon from the system, check the corresponding Delete box, then click the Submit button. Deletions are permanent and cannot be undone or reversed.

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Shipping Discounts This method allows you to offer a special shipping rate to your customers based on the total of their order. For example, if they order $50 to $100 of product, you might wish to give them a special shipping rate of only $5 rather than the usual shipping rates calculated by your shipping setup.  You may setup a maximum of 5 tiers with this method. Only dollar amount discounts may be used.

Setup
From the Discount Sequence screen, click once on Shipping Discount to highlight it, and click the Edit button. You will be taken to the Shipping Discounts setup screen.

Enter your first range in the first row. Remember that the range entered applies to the  sub-total of the customers order amount, before shipping and/or tax.

Enter the amount of total shipping they will be charged if their order sub-total falls within the specified range. 

If you wish to setup more tiers/ranges, go to the next row and repeat above steps. You may have a maximum of 5 tiers. (Important:  Do NOT overlap tiers. For example if Tier 1 is for $100.00 to $200.00, then Tier 2 MUST begin at $200.01 ) 

When finished setting up your discounts, click the Save button at the bottom of the screen. You will be returned to the Discount Sequence screen. 

Notes:

  • You may edit/change or remove discounts at any time. 
  • If you wish to remove a range set, check the Clear box in the last column of the row you wish to clear.  Then click the Save or Submit button to save all changes.
  • Check the Stop box if you wish to prevent other discount methods from being used in conjunction with this discount. 

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Bonus Dollars
This method allows you to offer special discounts, called "Bonus Dollars" to repeat customers. You must have the TurboID/Customer ID feature set to On in your eManager, and your customer will need to login using their Customer ID during checkout to access their accumulated Bonus Dollars.

 For more information on the TurboID/Customer ID system go to http//www.ecommercehelpdesk.com/whatsnew.shtml and scroll down the screen to the TurboID section.

Bonus Dollars are setup using discount amounts based on total order price ranges. You may setup a total of 5 tiers. Once the customer has logged in using their Customer ID, the total amount of accumulated Bonus Dollars will be displayed on the order form for them. They may elect to apply the accumulated total to the current order, or, they may elect to not use their Bonus Dollars, and let them accumulate further.

Setup
From the Discount Sequence screen, click once on Bonus Dollars to highlight it, and click the Edit button. You will be taken to the Bonus Dollars Settings setup screen.

Enter your first Bonus Dollar range in the first row. Remember that the range entered applies to the total of the customers order amount before shipping and/or tax.

Enter the amount of the Bonus Dollars they will receive and select either Dollars or Percent.

If you wish to setup more tiers/ranges, go to the next row and repeat above steps. You may have a maximum of 5 tiers. (Important..do NOT overlap tiers. For example if Tier 1 is for $100.00 to $200.00, then Tier 2 MUST begin at $200.01 ) When finished setting up your Bonus Dollars, click the Save button at the bottom of the screen. You will be returned to the Discount Sequence screen. 

Notes:

  • You may edit/change or remove Bonus Dollars at any time. 
  • If you wish to remove a range set, check the Clear box in the last column of the row you wish to clear. Then click the Save or Submit button to save your changes.
  • Check the Stop box if you wish to prevent other discount methods from being used in conjunction with this discount. 

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Customer Interface
All discounts will be calculated at the time of checkout.  If you have more than one discount method setup and active, they will be displayed in the order you have determined in the Discount Sequence screen.

In this example, three discount methods are being calculated for the customer on the Check Out screen.  Note that the discounts are calculated after the merchandise sub-total, and before shipping and/or tax calculations are added.

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Redeeming Coupons
If you have setup and activated Coupons, there will be a Coupon link on the checkout screen as in the image below.

When the Coupon link is clicked on, a small box will open prompting the customer to enter their coupon number.

The number and value of the coupon is displayed and deducted from the sub-total.

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Redeeming Bonus Dollars
If you have created and activated Bonus Dollars, the customer must either sign in using their Customer ID password, or have the cookie set from a previous order. 

Once they are signed in, Bonus Dollars will appear beneath the sub-total on the order form as a hyperlink. 

When the customer clicks on the Bonus Dollars link, a box will display telling them how much of their accumulated Bonus Dollars can be used on the current order.  They are offered a choice to either use their accumulated Bonus Dollars, or to save them for another order.

If the customer wishes to apply their accumulated Bonus Dollars to the current order, they can do so by clicking the OK button.

Note that the total amount of discounts allowable will not exceed the total of the order. For example, if a customer has $10.00 in accumulated Bonus Dollars, and their order subtotal is  $5.00, they will be allowed to deduct a maximum of $5.00 in Bonus Dollars from their order.  Their remaining Bonus Dollar total will be available to them for future orders.

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