Ground rules:
- iWeb allows discounts to be applied at the invoice level and at the line-item level.
- eWeb allows discounts to be applied only at the invoice level.
- Any discount can only be applied to a given line item one time. If you try to apply same discount to the same line item more than once in same invoice, an error message will be displayed.
FLAT rate vs. PERCENTAGE rate Discounts:
- FLAT rate discounts are for a set amount.
- There is no set amount for a PERCENTAGE rate discount. The discount amount depends on the price of each line item it is applied to. (For example: if you have a cart with 2 line items of $5.00 and $10.00 each and you apply unlimited 10% discount, the discount will be applied $0.50 and $1.00 respectively.)
- Multiple Discount Application Logic: FLAT rate discounts will be deducted prior to any PERCENTAGE rate discounts. Any PERCENTAGE rate discounts will be recalculated if entered prior to FLAT rate discount application.
Application of Discounts at the Invoice vs. Line-Item level:
- A PERCENTAGE rate discount applied at the invoice level will grant the defined % off every line item on the invoice unless a number of uses is defined. The system will apply the discount from the top of the cart down until the number of uses is consumed.
- A PERCENTAGE rate discount applied at the line-item level will grant the defined % off that line item only.
- A FLAT rate discount applied at the invoice level will grant the defined amount off the invoice as a whole. The system splits the discount proportionally across all available/qualified line items.
- A FLAT rate discount applied at the line-item level will grant the defined amount off that line item only.
Number of Uses:
- The "Number of Uses" field refers to the number of line items to which the discount applied and not the quantity of items being purchased.
- The "Number of Uses" is related to the sell-to customer and not the bill-to customer.
- The "Number of Uses" does not limit the number of times the discount product can be used by everyone, just the number of uses by a single customer.
How Number of Uses is counted for PERCENTAGE Rate Discounts:
If a number of uses is defined for a PERCENTAGE rate discount, then application to a line item is what qualifies for a use.
When applied at the invoice level, the "Number of Uses" is counted from TOP to BOTTOM as you add products to the Cart. If a discounted line item is deleted, the discount usage count will be released, and the system will apply the discount to the next qualified line item.
For example, if a shopping cart contains two (discount qualified) line items and a 50% discount with a Number of Uses = 1 is applied at the invoice level, the discount will be applied to the first line item only. If you delete the first line item, the discount usage count will be released, and the discount will automatically be applied to the second line item.
If a line item with a PERCENTAGE rate discount applied is voided/cancelled/returned, then the "Number of Uses" count is released. For example: if you have an invoice with two discounted line items, both discounted via the same limited use discount, voiding one of the line items will reduce the discount usage count by one. Voiding both will reduce it by two.
How Number of Uses is counted for FLAT Rate Discounts:
If a number of uses is defined for a FLAT rate discount, then application of the discount (to either an invoice or a line item) is what qualifies for a use.
When applied at the invoice level a FLAT rate discount is split proportionally across all qualifying line items; regardless of how many line items share the discount, it only counts as 1 use. If an item is added to or removed from the cart, the FLAT rate discount will be redistributed.
For example, if a shopping cart contains two (discount qualified) line items of $50 and $100, and a $30 off discount is applied at the invoice level, then the $50 item would be discounted by $10 and the $100 would be discounted by $20. The discount usage count would be 1. If you delete the $100 item from the cart, the discount will be redistributed, and the $50 item will be discounted by $30. The discount usage count would remain 1.
When a FLAT rate discount is applied at the invoice level, then ALL discounted line items must be voided/cancelled/returned in order to release the "Number of Uses."
See Also: