How to Configure Your Discount Reasons

You can configure as many discount reasons as you need in your Shelterluv account. Item-level discount reasons can be applied to individual items ahead of time in configuration and transaction-level discount reasons can be applied at the time a transaction occurs to all items discounted during the transaction.

Click your Username > Configuration > Transactions > Discount Reasons to get started.

What user permissions do I need to configure my discount reasons?

  • Configure my shelter and its users
alert-outline.svg
Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

 

Learn your way

Prefer watching over reading? Check out the video below!


Different Discount Types


In the Discount Reasons configuration section, you will see two different discount types - Item-level and transaction-level.

Item-Level

Item-level discount reasons can be applied to individual items ahead of time in configuration.

For example, if you are discounting all puppy adoption fees for a weekend adoption event, you can add a discount reason to your puppy adoption price group, which will then automatically apply that discount to all animals with the puppy adoption price group.

Transaction-Level

Transaction-level discount reasons can be applied when a transaction occurs to all items discounted during the transaction.

For example, if you provide a senior discount, you can add all the needed items to the shopping cart first, then apply the discount to the entire transaction rather than one specific item.

How to Add a New Discount Reason


Follow these steps to add a new discount reason:

  1. From the Discount Reasons configuration section, click the Item-Level or Transaction-Level section.
  2. Click the outline-add-circle.svg Add Discount Reason button, add the reason name, and click the green check.svg checkmark button to save.

Add Discount Reason.gif

Edit or Delete a Discount Reason


To edit a discount reason's name, click directly on the underlined name, make your edits, and then click the green check.svg checkmark button to save your changes.

To delete a discount reason, click the outline-trash-delete.svg trashcan icon on the right, read the warning, and then click the red Delete button.

Edit or Delete Discount Reason.gif

Test Your Knowledge!