[intro]When you have completed this Guide, you will have applied a discount to an existing order within the New Orders Section. [/intro]
[summary]
- Orders without any prior Discounts applied
- Orders with Bulk Discounts applied
- Orders with Discount Management Discounts applied
- Orders with Trade Discounts applied
[/summary]
[caution]Before you begin this Guide, ensure that you have installed the new Orders Section within Labs and have received at least one order to your EKM online shop. [/caution]
Providing a manual discount is sometimes necessary to remove tax charges, remove delivery and shipping charges or reduce the price of the entire order as a gesture of goodwill.
Orders without any prior Discounts applied
If the order you would like to apply a manual discount to an order which has already been reduced by the use of Bulk Discounts, you can do this in two ways:
- Reducing by Amount or Percentage;
- Overriding Order Totals.
Reducing by Amount or Percentage
1. Locate the individual order, and click Apply Discount on the Payment element:
2. In the window that appears, using the Discount Type drop-down menu, you can select whether to apply a Fixed Discount (a monetary amount) or a Percentage Off discount. When you have selected what kind of discount you’d like to apply, ensure that you complete the Discount Value field with an applicable value of either a monetary amount or a percentage. You can then add the reason for the Discount into the field provided before clicking the green Apply button on the right-hand side:
3. You’ll then be returned to this page. Click the green Save button in the bottom right-hand corner:
Overriding Order Totals
1. Locate the order, and within the Payment element, click Override Totals on the far right-hand side of the Payment element:
2. In the window that appears, you can amend any of the fields provided to apply your discount, before clicking the Apply button:
[tips]You need to make sure that you adjust the Total field to reflect any figures you have amended. Use the Restore button if you make a mistake which will return the totals to their original state:
[/tips]
3. You’ll then be returned to this page. Click the green Save button in the bottom right-hand corner:
Internal Notes
4. Now you will be redirected to the Order page. Click the Internal Notes tab:
5. Here you can leave an Internal Note as a record of why the order was amended. When you have finished your message, click elsewhere on the page to save your Internal Note:
Orders with Bulk Discounts applied
If the order you would like to apply a manual discount to an order which has already been reduced by the use of Bulk Discounts, you can do this in two ways:
- Reducing by Amount or Percentage;
- Overriding Order Totals.
Reducing by Amount or Percentage
1. Locate the order, and within the Payment element, click Apply Discount on the left-hand side:
2. In the window that appears, using the Discount Type drop-down menu, you can select whether to apply a Fixed Discount (a monetary amount) or a Percentage Off discount. When you have selected what kind of discount you’d like to apply, ensure that you complete the Discount Value field with an applicable value of either a monetary amount or a percentage. You can then add the reason for the Discount into the field provided before clicking the green Apply button on the right-hand side:
3. Click Save in the bottom right-hand corner to preserve the changes you have made to your order:
Overriding Order Totals
1. Locate the order and within the Payment element, click the Edit button on the far right-hand side of the Payment element:
2. In the window that appears, you can amend any of the fields provided to apply your discount, before clicking the Apply button:
[tips]You need to make sure that you adjust the Total field to reflect any figures you have amended. Use the Restore button if you make a mistake which will return the totals to their original state:
[/tips]
3. You’ll then be returned to this page. Click the green Save button in the bottom right-hand corner:
Internal Notes
4. After amending your order, you will be redirected to the Order page. Click the Internal Notes tab:
5. Here you can leave an Internal Note as a record of why the order was amended. It’s a good idea to add your name (if you have multiple staff within permissions to view and manage your orders) and a date, as well as the reason the order was edited. When you have finished your message, click elsewhere on the page to save your Internal Note:
Orders with Discount Management Discounts applied
If the order you would like to apply a manual discount to an order which has already been reduced by the use of Discounts set up using the Discount Management feature, you can do this in two ways:
- Reducing by Amount or Percentage;
- Overriding Order Totals.
Reducing by Amount or Percentage
1. Locate the order, and within the Payment element, click Discounts on the left-hand side:
2. In the window that appears, using the Discount Type drop-down menu, you can select whether to apply a Fixed Discount (a monetary amount) or a Percentage Off discount. When you have selected what kind of discount you’d like to apply, ensure that you complete the Discount Value field with an applicable value of either a monetary amount or a percentage. You can then add the reason for the Discount into the field provided before clicking the green Apply button on the right-hand side:
3. Click Save in the bottom right-hand corner to preserve the changes you have made to your order:
Overriding Order Totals
1. Locate the order, and within the Payment element, click the Edit button on the far right-hand side of the Payment element:
2. In the window that appears, you can amend any of the fields provided to apply your discount, before clicking the Apply button:
[tips]You need to make sure that you adjust the Total field to reflect any figures you have amended. Use the Restore button if you make a mistake which will return the totals to their original state:
[/tips]
3. You’ll then be returned to this page. Click the green Save button in the bottom right-hand corner:
Internal Notes
4. After amending your order, you will be redirected to the Order page. Click the Internal Notes tab:
5. Here you can leave an Internal Note as a record of why the order was amended. It’s a good idea to add your name (if you have multiple staff within permissions to view and manage your orders) and a date, as well as the reason the order was edited. When you have finished your message, click elsewhere on the page to save your Internal Note:
Orders with Trade Discounts applied
If the order you would like to apply a manual discount to an order which has already been reduced by the use of Trade Discounts, you can do this in two ways:
- Reducing by Amount or Percentage;
- Overriding Order Totals.
Reducing by Amount or Percentage
1. Locate the order, and within the Payment element, click Discounts on the left-hand side:
2. In the window that appears, using the Discount Type drop-down menu, you can select whether to apply a Fixed Discount (a monetary amount) or a Percentage Off discount. When you have selected what kind of discount you’d like to apply, ensure that you complete the Discount Value field with an applicable value of either a monetary amount or a percentage. You can then add the reason for the Discount into the field provided before clicking the green Apply button on the right-hand side:
3. Click Save in the bottom right-hand corner to preserve the changes you have made to your order:
Overriding Order Totals
1. Locate the order, and within the Payment element, click the Edit button on the far right-hand side of the Payment element:
2. In the window that appears, you can amend any of the fields provided to apply your discount, before clicking the Apply button:
[tips]You need to make sure that you adjust the Total field to reflect any figures you have amended. Use the Restore button if you make a mistake which will return the totals to their original state:
[/tips]
3. You’ll then be returned to this page. Click the green Save button in the bottom right-hand corner:
Internal Notes
4. After amending your order, you will be redirected to the Order page. Click the Internal Notes tab:
5. Here you can leave an Internal Note as a record of why the order was amended. It’s a good idea to add your name (if you have multiple staff within permissions to view and manage your orders) and a date, as well as the reason the order was edited. When you have finished your message, click elsewhere on the page to save your Internal Note:
[caution]This new functionality is still within Labs, which means this is not the completed product but rather a ‘beta’ version. Our Development Team relies on your feedback to improve this before it is rolled out across the EKM online shop platform. If you discover any issues while using the New Orders Section, please contact the Customer Support Team in the first instance - with screenshots if possible - and let them know what you have experienced. [/caution]
[more]
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[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account specific question to ask the EKM Team, join us in EKM Community. If you need some inspiration for your EKM online shop, listen to our podcast on iTunes and Spotify.[/contact]