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Creating Product Discounts
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

You can create discount codes that can be applied to most products through DaySmart Recreation or DSR Member App.

Required Authority:

By default, the Product Discount action is part of the Product Management authorization group. This authority action is required to create and manage discounts.

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Create Discount Codes

To manage your discounts, click on the Gears Icon (Settings) and press Discounts. You can also use the global search box and begin to type in "Discounts" to select the Discount Management page. Press the "+" symbol to create a new Discount.

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Discount Definition Fields:

Display Name: A human readable name for the discount. Displayed on receipts.

Discount Type - can be either:

Percentage: If you want your discount to be a percentage of the item price, use this field.

or

Dollar Amount: If you want your discount to be a particular dollar amount, use this field.

Discount Code: A unique identifier for your discount. For coupon-code type discounts, users will enter this code in their shopping cart to apply the discount.

Even if you're creating an automatic discount you should enter a unique code here to help track your discounts.

Description: A longer description of how the discount is intended for use to help in administration. Not displayed anywhere except in the Discount Manager.

Date window: If your discount has a valid date and time frame- i.e. the discount can only be used during this specific time period.

Time window: If the discount should be valid for a specific time during the day - i.e. the discount should only work from 2-6pm.

Day of the Week: The discount can be set up to work on specified day or days of the week - i.e. 20% off of food when purchased on Monday's.

Discount example 2022-03-18 12-17-06.png

Options

Visibility: Is the discount available to customers online or only to front desk staff? Choose In-House only (DaySmart Rec Admin), Online only, or Everywhere.

Remaining Availability: This box reflects the number of this discount remaining available to any customer. Once the quantity is zero then the discount is not allowed for anyone. For example, if you want to give 10% off to the first 20 people, set this number to 20 when you create the discount and you'll see it count down as people use it.

Include historical invoices: With some discounts you may want to be able to look back at a customer's past invoices to qualify them for a discount on a newly created invoice. We recommend you using this option with options like "Same Season" to limit the historical invoices that would be trigger a discount. When this is checked, some options can no longer be used on this discount (Required Quantity, Max in Cart, and Sequential Camp Discount).

Required Quantity: The number of product items that need to be in the shopping cart in order for the discount to be valid. For example, if a customer needs to purchase 5 days of camp in order to receive a discount, you would say the required quantity is 5. If you have a discount on a dozen bagels, you'd set this field to 12 and assign the discount to the bagel product.

Max in Cart: If you want to set a cap as to how many times this discount can appear in the cart at one time.

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Discount Type:

There are 3 different types of discounts (Normal, Family, or Single Customer).

Options:

Repeat: Select this option if you want your discount repeated over every applicable item. It will repeat once for every group of whatever number you have set in Required Quantity. It is important to set this option for most percentage style discounts if you want the percentage to apply across the entire group.

Universal: Discount applies to any product - DaySmart Recreation Support controls this option to apply the discount to any product without having to assign it on the product management level.

Sequential Camp Discount: Applies when events are "in a row" (e.g. Sign up for all 5 days and get 5th day fee).

Same Program: The Program associated with these products must be set on the Product Edit page. i.e. "Camps".

Same Season: Multiple cart items are from the Same Season.

Same Team: Multiple cart items are the game Group (class/team/camp).

Automatic: Discount applies to the product when it's added to a cart without entering a code. You still want to define a code for tracking, however. Again, be careful - automatic discounts can make class transfers and reversals tricky.

Stackable: Can this discount be combined with other discounts?

Requires Specific Membership(s): Selected memberships required to qualify for this discount.

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