Topics Covered:
- Overview
- Types of Post-Order Discounts
- Using Post-Order Discounts
- Assigned Discounts
- Admin Discounts
Overview
Admins may occasionally need to apply a Discount to an Order after it is already completed. This may be due to the customer forgetting to apply a Discount during checkout, Discounts being applied to a Product incorrectly, or other ad hoc Discount scenarios. Admin users have the ability to apply Discounts to Orders after they have already been completed through a simple process.
Important! When a Discount is applied to a completed Order, a balance will be applied to the Account's Unapplied Funds in the amount of the applied Discount. From the Account's Unapplied Funds, a refund can then be processed back to the Account. For more information on refunding from Unapplied Funds, please reference this Help Article.
Types of Post-Order Discounts
There are two types of Post-Order Discounts:
Assigned Discounts: Choose from Discounts that have already been built and Assigned to the Ordered Product. The advantage of Assigned Discounts is that they can be tracked and reported on. The disadvantage is that not all Discounts are eligible to be added to Ordered Products. This is commonly used when the customer forgets to enter a Coupon Code during checkout.
Admin Discounts: If there are no Assigned Discounts that meet your needs, then you can create an Admin Discount. The advantage of Admin Discounts is that they can quickly discount an Order without having to create and assign a new Discount. The disadvantage is that they cannot be tracked or reported on. An example is discounting an Ordered Item $5.00 to satiate a customer complaint.
Using Post-Order Discounts
In the Admin Console, navigate to Accounts and search for the Account that is requesting the Discount. Once you have located the Account, select the Order that will receive the Discount. This will open the Order Details:
Within the Order Details, you will select the Add Discount button:
This will open the Discount Options menu where you can select from Admin Discount or Assigned Discounts:
Assigned Discounts
When you select Assigned Discounts, Configio will display all Discounts that are currently Assigned to the Product or its associated Region/Category and Active. Select the Discount and select Apply:
NOTE: If the selected Discount requires a Coupon Code, the customer's Coupon Code must be entered before selecting Apply:
Once you've selected which Discount to apply, the Refund Screen will appear. Here, you will need to enter the dollar amount you would like to refund and select where the Refund will be applied (to Account Balance, Cash, or Check). Then, you will select the Refund Reason, enter any applicable notes in the Notes field, and select Process to process the Refund:
If the Refund is issued to the Account Balance, then the Refund will appear in the Account's Unapplied Funds and the Account History. But if the Refund is issued to Cash or Check, it will not appear in the Unapplied Funds, but will appear as a line item in the Account History.
Admin Discounts
When you select Admin Discounts, you will be presented with the Admin Discount window. Here, you will enter the following information:
- Title: a short description of what the Discount is for
- Amount: the dollar amount of the Discount
- Tax Rate: the tax rate for the Account's region (non-editable field)
- Gross: the gross amount of the Discount (this is the Amount field minus the Tax Rate field; this is a non-editable field)
Once all fields are completed, select Add:
After selecting Add, the Refund Screen will appear. Here, you will need to enter the dollar amount you would like to refund and select where the Refund will be applied (to Account Balance, Cash, or Check). Then, you will select the Refund Reason, enter any applicable notes in the Notes field, and select Process to process the Refund:
If the Refund is issued to the Account Balance, then the Refund will appear in the Account's Unapplied Funds and the Account History. But if the Refund is issued to Cash or Check, it will not appear in the Unapplied Funds but will appear as a line item in the Account History.
This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.