Add a StandardDiscount 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.

Determine if discounts are added to the order automatically, manually, or with the entry of a valid promotion code. If your discount is to be added to the order with entry of a promotion code, enter the code and the dates that the code are valid.

To automatically apply the correct discount during the sales process, select Automatically. The discount is added automatically as the order is placed when the purchase meets the criteria on the Availability tab. Each time additional items are added to the order, the discount will be recalculated.

If the discount should be manually applied by the Admission Coordinator, 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 should be applied when the patron presents a valid promotion code accepted by your organization, select With code. For example, after the patron orders an adult admission 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.

Select whether the discount is applied to individual items or the entire order.

Select whether the discount will be calculated as an amount or a percentage, and specify the value of the discount. For example, a discount can be $5 off, or 50% off of an order or item.

If you select “Item” in the Applies to field, the Applies to merchandise checkbox appears and is selected by default. If this discount should not apply to merchandise, clear the checkbox. If the discount should apply to merchandise, in the Value field, enter the amount or percentage to be discounted per item.

If you select “Item” in the Applies to field, the Applies to tickets checkbox appears and is selected by default. If this discount should not apply to tickets, clear the checkbox. If the discount should apply to tickets, use the grid to limit the discount to specific price types and enter the value of the discount for each price type.

If you select “Item” in the Applies to field, the Applies to event packages checkbox appears. Select this checkbox if the discount should apply to event packages. Use the grid to limit the discount to specific price types and enter the value of the discount for each price type.

For performance reasons, if a discount is configured to apply to event packages, it cannot be configured to apply to other item types.

If you select Applies to tickets, a grid appears so you can limit the discount only to specific price types, as well as specify the value of the discount for each price type. For example, you can create a discount that provides $2 off of Adult tickets, and $1 off of Child tickets. To make the discount available for all price types, select <any price type>.

If you selected “Item” Applies to field, the Limit the number of times this discount may be applied option is available. To control the number of times the discount can be applied to a single order, select this option and enter the number of uses allowed.

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.

To restrict the discount to only active members of specific membership programs and levels, select the applicable membership programs and levels. For example, a discount may only apply to active members of the Friends of the Museum membership program.

If no membership program or level is selected, the discount is available to all members regardless of membership program or level.

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.

Under Restrict discount by patron address, in the Include field, select a Constituents by Address smart query selection to restrict the discount to patrons of specific address criteria, such as County or Zip Code. Selections are created from queries that use specified criteria to group records together. For example, you can create a selection from a query that will locate all patrons in your system that are from a certain Zip Code. To select a Constituent by Address smart query selection, you can use the drop-down list, create a new smart query selection, or edit a previously selected smart query selection. If you leave the field blank, the discount is available to all patrons.

Use the drop-down list to select a Constituents by Address smart query selection to restrict the discount to patrons of specific address criteria.

To create a new Constituent by Address smart query selection, select Add new smart query from the drop-down list. You must save the query as a dynamic or static selection.

If you need to edit the Constituents by Address smart query previously selected, select the pencil to access the Smart Query screen to edit it as necessary. For example, if you need to include patrons from another Zip Code, you can add the Zip Code to the smart query.

For more information about how to create a new smart query, edit a smart query, and create selections, see the “Smart Queries” section of the help file.

If you selected “Item” in the Applies to field on the General tab and selected Applies to tickets, the Programs tab appears. On the Programs tab, in the grid, you assign programs to the a per item discount so it can be used. The discount will only be available for the programs you assign to it. After you add a program to the discount, the discount is also added to all associated program events. If you do not add any programs to the discount, the discount cannot be used.