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Improvement
2 years ago

Updates to how discounts work on Sellar

Update 1 - Volume discounts

We’re updating how volume discounts work to make them simpler and more logical. These changes are outlined in 3 simple steps below:

Discount are applied to line items

Volume discounts will be applied to line items as a unit discount rather than as single discount on the whole order. This helps the customer see how much the unit price of the products they’re buying reduces by when they purchase in bulk.

In the example above, you can see the previous calculation on the left. The 5% discount was calculated using the order subtotal. The new calculation on the right uses the unit price of the line item(s). We see how this can affect order totals based on the next point...

Discounts are applied to relevant items

Container-specific volume discounts will only apply to the discountable items in the basket of those container type. Keg related discounts only apply to the kegs. Can related discounts only apply to the cans.

Using the same example from before, I've now added 1x keg at £100. Previously, this would have been included in the calculation of the 5% discount. With the new approach, our volume discount of 'Buy 3 cases of cans, get 5% off' only uses the discountable order items in can format for calculating the discount amount.

But what if I wanted to offer a volume discount on kegs in addition to my volume discount on cans? We've got you covered...

Discounts are applied concurrently

A customer can qualify for more than one container-specific volume discount on a single order. If I qualify for a keg volume discount, I get it. If I qualify for a can volume discount, I get that too.

Taking our example one step further, I add a volume discount of: "Buy 4 kegs, get 7.5% off". As only one volume discount could be applied previously, we took a 'biggest wins' approach and applied the largest discount that your customer had qualified for. Now, volume discounts concerned with different container types are applied concurrently.

This approach scales well if you were to define a progressive set of volume discounts. Let's say we add an additional, larger volume discount to our example for kegs: Buy 8 kegs, get 10% off. Our new calculations take that in to consideration and apply the largest container-specific volume discount your customer qualifies for. With 8 kegs in my basket, 10% is taken off the unit price of each keg instead of the 7.5% when I only had 4 kegs in my basket.

A note on the ‘discount’ field on orders

In the examples above, all discounts have been applied to line items. As such, there hasn’t been a need to apply the discount after calculating the subtotal (like previously). However, this dedicated ‘discount’ field on orders isn’t going away. It will still be available for you to manually apply a one-off discount when creating an order on behalf of a customer or editing an order request.

Update 2 - Customer-level discounts

We've extended the functionality of customer-level discount to allow you to set a percentage discount for individual product items on a per-customer basis. Existing customer-level discounts will continue to work in the same way.

Head to your customer list -> customer page -> terms & pricing tab -> discount by product item to set up any percentage-based discounts now.

Avatar of authorThe Sellar Team