Discounts Based On Order Value

Actinic allows you to apply a discount (or surcharge) to an order based on the total amount that the customer has spent online.

Note: This amount will exclude any shipping charges, but whether it includes tax or not is up to you (see below).

Order-level discounts are set up in 'Marketing | Discounts and Surcharges Settings | Order Level'.

In the discounts area on the left, click 'New' to enter a new discount name in the field provided. Enter here how you want the discount to be described in the customer's shopping cart online. There is one called 'Order Adjustment' in the list already to help you.

Click 'Remove' to remove the currently selected discount name from the list.

Use the arrows at the side to change the order of the discounts. The order will determine the order that they are applied in the online store.

One you have created a discount, you can start setting it up. When setting up an order level discount, you need to configure the following:

· Properties - in the 'General' tab - Is the discount based on the order value including tax? Are you using a coupon to trigger the discount?

· Triggers - in the 'General' tab - What order values trigger the different amounts of discount?

· Restrictions - in the 'Restrictions' tab - Is the discount for a set time period? Is it only activated by certain payment methods, customer accounts?

Properties

The 'Properties' area is in the 'General' tab. The settings within this area are as follows:

Field	Meaning
Enabled	Select this box to enable the discount.
Based On	Select whether you want the discount to be applied based on the value of the cart contents including or excluding tax. If you want it to be including tax, then you can choose between applying it on the 'default' tax value (applied to all customers as they start shopping) or on the 'actual tax' value - which will be worked out in the final stage of the checkout.
Type	Is the discount applied as an 'Amount' (i.e. a sum of money taken off or added to the order) or as a 'Percentage' (i.e. a percentage of the order total).
Requires Coupon Code Actinic Business/Designer only	Select this box if you want this discount to not be activated until a customer enters a coupon code (or has followed a link that activates the coupon). Coupons are discussed in An Introduction To Discounts. You can enter the text for the coupon code here.
Copy URL To Clipboard Actinic Business/Designer only	Click this button to copy a hyperlink to the clipboard. This hyperlink will take customers to your store, and automatically activate the coupon. You can give this link to your customers who you want to use the coupon. This will not be available until you have set up your web site details (see What Do You Need To Get Your Store Online?).

Triggers

The 'Triggers' grid is in the 'General' tab. Once you have set up the general properties of the discount, you can start working on the 'Triggers' - the conditions that which will cause these discounts to be applied.

Field	Meaning
Cart Value	Within this column, enter the minimum amount to be spent before the discount will be applied.
Amount	The cash amount that will be taken off the order if a customer's spending matches or exceeds the 'Cart Value' figure.
Percentage	The percentage that will be taken off the order if a customer's spending matches or exceeds the 'Cart Value' figure. Note that the discount will be a percentage of the order value excluding any shipping or tax.
Surcharge	Tick this box if you want the amount to be added to the order as a surcharge, rather than taken away as a discount. You can use this if you want to apply a surcharge to orders where customers pay by credit card. More details can be found in Creating Surcharges On Payment Methods.

You can create multiple rows within this grid to create several levels of discount.

Restrictions

The 'Restrictions' tab is where you specify extra conditions that must be met before the discount will be activated.

Field	Meaning
Valid From	Select this box and enter a date that you want the discount to start at. Click the down arrow to see a calendar.
Valid Until	Select this box and enter a date that you want the discount to end at. Click the down arrow to see a calendar. The discount will end right at the start of the date specified here. Obviously, this must be after the 'Valid From' date (if specified).
Restricted to Payment	Select this box if you want the discount to only be applied when customers pay by a particular payment method. You might do this if you wanted to add a credit-card surcharge. Click the '+' in the top-left to add a row to the grid. The payment methods available to choose from are specified in 'Business Settings \| Payment and Security' (see Selecting Your Online Payment Methods). To remove a row, right-click and select 'Delete Row'.
Restricted to Customer Group Actinic Business/Designer only	Select this box if you want the discount to only be available to selected customer groups (also known as 'price schedules'). Click the '+' in the top-left to add a row to the grid. The customer groups available to choose from are specified in 'Marketing \| Customer Groups' (see Customer Groups). To remove a row, right-click and select 'Delete Row'.