Discount Maintenance

Discount Maintenance

Discounts in Personify are a quick way to use the purchasing groups in accordance to other products.  The discount will apply to the purchase group directly.  This provides accurate tracking of who used the discount from the purchasing group, and who did not.

1. Click on the Products menu in the ribbon.
2. Click on the sub-menu for Rates, Discounts, and Coupons.
3. Choose the option of Discount Maintenance.

4. Click on the Create New Product Discount button.

5. Enter the Discount ID.  This ID will match the Purchasing Group to be matched with the discount.
6. Enter the Description.  This is the long version of the ID entered above.
7. Verify the Active toggle is checked.
8. Update the Discount Percent or Fixed Amount. 

9. Enter the following information as needed certain combinations will provide different results.  By default, none of the boxes should be checked.
   1. Order Level
   2. Fixed Line Level
   3. Manual Discount
   4. Manual Override

10. Under the Discount Parameters enter the following information
    1. Valid From & Valid Thru – These are the dates you wish to apply a discount to the order: from and to.  These dates will mimic the dates the meeting product is available.
    2. Rate Structure – If the discount needs to be applied only to a specific rate structure of either List or Member, select that here.
    3. Discounts for Current Membership – Should the product be discounted for a specific membership product, this can be selected here.  Given the complex nature of the Membership System for the AOA, this likely will not be used.

10. 4. Customer Class & Status – If the discount applies to certain Customer Classes (Boards, Charities, AOA Staff, etc.) or to a specific Customer Status (i.e. Active Only).  This can be selected here.
    5. Market and Method – Select a Market Code (a campaign setup in Personify to generate income for a specific product or subsystem.  Choose the Order Method if you wish to discount for orders purchased directly from mail, email, or web only.
    6. Purchasing Group Discount – Select the Purchasing Group to attach to the discount.  This will only allow constituents within that purchasing group utilize the discount.
    7. Subsystem Specific Discounts – If the discount only applies to a specific Subsystem, this can be selected.  Once a subsystem has  been chosen, the discount can be narrowed down to a specific Product Class (i.e. Conference, Dues, T-Shirt, etc.)

10. 8. Discount for Specific Customer – If the discount is specific to one customer, this can be selected here.
    9. Quantity Discounts – If there is a minimum or maximum quantity an individual has to purchase to receive a discount this can be entered here.
    10. Discounts on Specific Products – To link a discount to a specific product, click on the Add button.  Search for the product to be discounted and add it to the list.

Once the discount is setup,  Save the changes.