Manual Order Discount

Seasonal promos, customer credits, referral incentive, sometimes you just want to share the love and offer your customers a discount on their order, here is how!

Create Discount Product 

 

  1. Head to My Store tab > All Products tab > select 'Add Product' button
  2. Make product name the text you want to appear with discount on order invoice
    Screen Shot 2019-10-08 at 10.09.28 AM
  3. Toggle off ‘Track Inventory’
  4. Set price to negative number (note: use '-' before number to set negative price). If using Advanced Inventory select 'Create Package' button and set price as negative number that represents discount (note: use '-' before number to set negative price)
    Screen Shot 2019-10-08 at 10.13.34 AM
  5. Toggle off ‘Visibility’
  6. Select 'Create' button
    Screen Shot 2019-10-08 at 10.14.07 AM
  7. Add product to catalog you wish to discount customer orders for (i.e. Wholesale/Retail)

    How to Discount an Order

     

    1. Head to Orders tab > select 'View' button beside order you wish to discount 
    2. Select 'Add Product' button and search created discount product
      Screen Shot 2019-10-08 at 10.15.04 AM
    3. Set 'QTY' as 1 and click 'Save Changes'. The order total will adjust, and an email will automatically send to the customer with new order total.
      Screen Shot 2019-10-08 at 10.15.32 AM
    4. You may wish to select the ‘Send Invoice’ button at the bottom of the order window to send the customer an official invoice with adjusted pricing.

      Screen Shot 2019-10-08 at 10.18.52 AM

    TIP: This method can also be used to add an untaxed delivery fee or to refund a customer for a previously returned item.