Add a standard item discount

1. From the Tickets page, under Discounts and promotions, select Ticket and merchandise discounts.

2. Select Add and select Standard. For information about the items on this screen, see Add a StandardDiscount Screen.

3. Enter a name and description to identify the discount . The name and description are displayed at the point of sale when processing orders, on receipts and other order documentation, and on reports.

4. In the Selected for use field, select whether to apply the discount automatically, manually at the point of sale, or with the entry of a valid promotion code. If your select "With code," a grid appears for you to enter the promotion code and the dates when it is valid.

5. To apply the discount to specific items, select “Item” in the Applies to field.

Note: To apply the discount to entire orders instead of specific items, select "Order." For more information, see Add a standard order discount.

6. In the Calculation type field, select whether to apply the discount as a set amount or a percentage. For example, a discount can be $5 off or 50% off an item.

7. After the Applies to merchandise checkbox, enter the amount or percentage to discount merchandise in the Value field. If this discount does not apply to merchandise, clear the checkbox.

Note: When you select Applies to merchandise, you can use the Merchandise tab to specify the items to discount. If you clear Applies to merchandise, the Merchandise tab is hidden.

8. After the Applies to tickets checkbox, select the price types to discount and enter the amount or percentage of the discount for each price type. For example, a discount can take $2 off Adult tickets and $1 off of Child tickets. To apply one discount to all price types, select "<any price type>." If the discount does not apply to tickets, clear the checkbox.

Note: When you select Applies to tickets, you can use the Programs tab to specify the programs to discount. If you clear Applies to tickets, the Programs tab is hidden.

9. Select the Applies to event packages checkbox if the discount applies to event packages. After the checkbox, select the package price types to discount and enter the amount or percentage of the discount for each price type. To apply one discount to all price types, select "<any price type>."

Note: When you select Applies to event packages, you can use the Programs tab to specify the programs to discount. If you clear Applies to event packages, the Programs tab is hidden.

10. To limit how many times the discount can apply to items in a single order, select Limit the number of times this discount may be applied and then enter the limit in the Uses allowed field.

Tip: If the discount applies to a membership level with member add-ons and you want ticket discounts to be available to all members, make sure to set your ticket limit high enough to include both members and potential add-on members. If the combined number of members and add-on members exceeds the ticket limit, not all members will receive their ticket discounts.

11. To configure additional restrictions for the discount, select the Availability tab. On this tab, you can restrict the discount to specific sales methods, days, dates, and times. You can also limit the discount to specific memberships, constituencies, and patron addresses.

Note: When you add a discount, you configure one set of availability parameters. After the discount is added, you can access the discount record and configure additional sets of availability parameters. These are commonly used for seasonal discounts that become available for a limited time for multiple instances throughout the year.

12. Under Allow discount on orders sold via these sales methods, select the sales methods to apply the discount to. By default, all sales methods except “Group Sales” are selected.

13. Under Allow discount on orders sold on these days, select the days of the week to offer the discount.

14. Under Restrict discount to orders sold during these dates, enter a date range when the discount is valid. For example, you might offer a special summer discount from June to August. If you do not enter a date range, the discount is not restricted.

15. Under Restrict discount to orders sold during these times, enter a time range when the discount is valid. For example, you might offer an admission discount from 10 a.m. to 2 p.m. If you do not enter a time range, the discount is valid for the entire day.

16. Under Restrict discount to these memberships, select the membership programs and levels whose members can use the discount. For example, a discount may only apply to active members of the Friends of the Museum membership program. If you do not select membership programs or levels, the discount is available to all members.

17. Under Restrict discount to these constituencies, use the grid to restrict the discount to specific constituencies. For example, a discount may only apply to board members or volunteer staff. If you leave the grid blank, the discount is available to all patrons.

18. 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.

• 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.

Note: 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.

19. If you selected Applies to tickets or Applies to event packages on the General tab, select the Programs tab. On this tab, in the grid, select the specific programs for which the discount is valid. If you do not specify programs in the grid, the discount is not available.

20. If you selected Applies to merchandise on the General tab, select the Merchandise tab. On this tab you determine the merchandise that should be discounted. You can apply the discount to all discountable merchandise, or you can limit the discount to specific departments or items. If you select “Specific departments” or “Specific merchandise,” also select the specific departments or items that should be discounted in the grid.

Note: When setting up discounts for merchandise, you configure settings on the merchandise department records and merchandise item records to control what is eligible to be discounted. For example, on each department record, the Discounts allowed on items in this department checkbox determines whether items within the department are eligible for discounts. Additionally, you can control whether a specific item within a department can be discounted by selecting or clearing the Discounts allowed checkbox on each item record.

21. Select Save. From the discount record you can make changes to the discount as needed. For example, you can edit the availability restrictions and adjust the discounted programs or merchandise. For more information, see Manage Discounts.