Add a DiscountRequiring a Purchase Screen

On the General tab, enter the name of the discount and a description to help identify the discount. The name and description you enter will be displayed at the point of sale when processing orders, as well as on receipts and other order documentation, and on reports.

Select whether to add the discount to the order manually or with the entry of a valid promotion code. If you opt to use a promotion code, enter the code and the dates that the code are valid.

If the discount will be manually applied, select Manually. For example, after the patron orders an admission ticket and presents a AAA membership card, the Admissions Coordinator selects the configured discount.

If the discount will be applied when the patron presents a valid promotion code, select With code. For example, after the patron orders an adult admissions ticket and provides a coupon from the local newspaper, the Admissions Coordinator enters the code printed on the coupon, and if necessary, the dates the code is valid.

On the Purchase Details tab, select “Tickets” or “Merchandise.” This is the type of item that must be purchased to receive a discount.

In the Quantity at full price field, enter the number of tickets or merchandise items the patron must purchase to receive the discount. If you selected “Tickets” in the Item type field, in the grid, you can specify price types for the required tickets. For example, the patron must purchase three adult admission tickets in order to receive the discount. If no price type is selected, the discount is available for all price types.

Select “Tickets” or “Merchandise.” This is the type of item that will be discounted if the required purchase is made.

Select if an unlimited number or a specific quantity of tickets or merchandise items can be discounted in an order. If you select a specific quantity, enter the number of tickets or items that can be discounted in an order.

Select if the discount will be calculated as a specific dollar amount or a percentage off of the ticket or merchandise price.

If you selected “Tickets” in the Item type field under Get discount on these items, a grid is displayed. Select price types for which the discount can be applied and enter the value of the discount. For example, the patron purchases two adult admission tickets and receives a 50% discount on all child admission tickets purchased. To make the discount available for all price types, select <any price type>.

If you selected “Merchandise” in the Item type field under Get discount on these items, a Value field is displayed. Enter the value of the discount. Whether you enter an amount or percentage depends on your selection in the Calculation type field.

Configure limitations that further define the required purchase discount.

If you require tickets to be purchased in order to receive a discount on other tickets, you can limit the discount to the same event as the purchased event or the same program as the purchased event.

If you require merchandise to be purchased in order to receive a discount on other merchandise, you can limit the discount to the same item or an item from the same department as the purchased merchandise. You can also select no restriction.

If you want to limit the number of times the discount can be applied, select this checkbox. In the Uses allowed field, enter the amount of times the discount can be applied to an order. For example, the patron purchases three tickets to the dinosaur exhibit and can only receive a discount on one more ticket to the same exhibit.

The Programs tab appears if you selected “Tickets” on the Purchase Details tab. On this tab, you select the specific programs to discount or the programs that trigger the discount for merchandise. If you do not specify programs in the grid, the discount is not available.

The Merchandise tab appears if you selected “Merchandise” on the Purchase Details tab. On this tab, if applicable, you designate the qualifying purchase items and the items to be discounted when the required items are purchased. The qualifying merchandise to can be specific items, specific departments, or any items. The merchandise to be discounted can be limited to any discountable merchandise, any discountable department, specific merchandise, or specific departments.

On the Availability tab, select a sales method or methods for which the discount can be applied. You can allow this discount for transactions processed through daily sales, advance sales, group sales, and online sales.

Select days of the week on which the discount is valid. For example, you might offer a special discount on Tuesdays.

Use the From and To fields to select a date range during which the discount is valid. For example, you might offer a special summer discount from the months of June to August. If no date range is selected, the discount is not restricted.

Use the From and To fields to enter a block of time during which the discount is valid. For example, you might offer an admission discount from 10:00 a.m. to 2:00 p.m. If no time of day is selected, the discount is valid for the entire day.

In the grid, select membership programs and membership levels for which to restrict the discount. For example, a discount may only apply to those patrons who are part of the Friends of the Museum membership program. If no membership or level is selected, the discount is available to all patrons.

In the grid, select constituencies for which to restrict the discount. For example, a discount may only apply to board members or volunteer staff. If no constituencies are selected, the discount is available to all patrons.