Set Manager's Discounts - Discount Engine
The discount engine logic page is designed to automatically discount items based on saved preset settings. There are several different settings that you can manipulate to create the discounts that you need. The main settings include: "Customer Type Filters", "Item Category Filters", "Vendor Filters" and "Date/Time Settings". All discounts are set to be either a "dollars off" discount or a "percentage off" discount.

The default for filters is set to "All" by default. That means no limits or all pieces are included. If you wish to use one of the filters, click on that field and the company pre-set options will be presented. For example: Choosing a customer type will allow for available options to be selected. Pretend that you have: Members, Non-Members, Patients, Seniors, Veterans, VIP Customer, etc. Once shown the options, you just need to click the correct checkboxes and the values will become part of your filters.

The same basic concept applies for the "customer types", the "item category" filter, and the "vendors" filter. If you are using the item category filter or setting, it goes a little bit deeper. If you select only a single "Item Category" filter, you may then narrow the discount by specifying individual items in that category.

The date/time settings include a variety of options including:
- daily discounts (can be limited to a certain time period if set to everyday as well)
-- Example: "Members" always receive 10 percent off every product, or receive 20 percent off category "Accessories"
- weekly discounts
-- Example: Sunday, Monday, Tuesday, Wednesday, etc.
- specific dates and times
-- Example: Only tomorrow from the time between 2pm and 3pm. Or only on date 1/1/2020 all day, or only from 10am to 12pm. You get the idea.

The minimum and maximum quantity fields allow you to limit your discounts by quantity that is added to the cart. As a note, the quantities are based on a per line item level not a per cart level.

Example: You want a discount to be applied, but only when the amount added to the cart is above the minimum quantity that you have set and below the maximum quantity that you have set for the discount. Basically, only give a 10% discount if product X has over 5 in the cart (on the same line).

The discount maximum amount field is the total amount of discounts that can be applied before it hits a maximum amount. This maximum allows for a thing called "stacking discounts" or adding one discount on top of another. The maximum sets the stopping point where the cumulative discounts virtually max out.

Example: Your "Members" customer type is set to give 10 percent off all the items in your store, but you are also running a special on Tuesdays that allows all customers to receive a 15% discount off of all items in category named "General Accessories". If a "Member" buys an item from the category "General Accessories" on a Tuesday, are you going to allow the customer to stack those discounts together for a 25% discount? This is where the discount maximum field will take effect. If the discount maximum is set to 20%, your customer will get both discounts but limited to a total of 20% versus the full amount of 25%. If the discount maximum is set as 50% on one of the discounts and only 15% on the other, it will automatically default to the lower of the 2 discount maximums you have set (15%).

The discount sort field is the order in how you would like to see the discounts displayed in lists. If a discount has a sort set to "1", it is always displayed at the top of the lists. Set the discount sort to 100, and it will be the last to be displayed. The default is 100.