Add a standard order 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 you 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 entire orders, select “Order” in the Applies to field.

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

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

7. For percentage discounts, the Applies to merchandise, Applies to tickets and Applies to event packages checkboxes appear. You can clear these checkboxes as necessary if the discount should not apply to certain types of items.

Note: If you select Applies to merchandise, Applies to tickets and Applies to event packages, the discount applies to all programs and merchandise in an order as long as availability requirements are met.

8. To set up restrictions for the discount, select the Availability tab. You can restrict the discount to specific sales methods, days, dates, and times. You can also limit the discount to specific memberships and constituencies.

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.

9. 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.

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

11. 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.

12. 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.

13. 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.

14. 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.

15. 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.

16. Select Save. From the discount record you can make changes to the discount as needed, for example, you can edit the availability restrictions. For more information, see Manage Discounts.