Table Of Contents
- OrderPort Discounts
- Customer Class Discounts
- Sale Prices
- Coupon Codes
- Discount Rules
- Promo Codes
- Custom Discounts
- How discounts work together
OrderPort Discounts
OrderPort offers multiple different types of discounts for different situations and approaches to your pricing and promotions. In this guide, we will touch on all the different types of discounts offered. There is also a separate guide specifically for the discount module which will be linked in that section.
Customer Class Discounts
For most wineries, customer class discounts are the most used discount type. These allow you to set up generalized standards and case discounts for your customers based on their customer class. These include Wine Clubs discounts.
Setting up Customer Class Discounts
You will set up all customer classes besides Wine Club in the Customers module. Navigate to OrderPort Admin > Operations > Customers > Customer Class. It will populate all your existing customer classes and their current discount percentages.
Editing an Existing Class
Find the Customer Class you want to edit from the list and click the Edit button. This will populate the data into the Customer Class details Field at the top of the screen. From here you can edit the Discount Percentage and Case Discount, then Save changes.
Creating a new Customer Class
Fill out the Customer Class Details section with a name, type of Class, and discount percentages. Select Add Customer Class.
Enabling the Discount
In addition to setting up these generalized discounts, you will need to enable these discounts for each of your products. This allows you to not enable the discounts on certain items, and provide different discounts.
Navigate to OrderPort Admin > Products > Catalog Manager > Select the Desired Product. From there on the Product Details page scroll down to "Customer Class Prices & Discounts". You will see a rectangle with the name of each of your customer classes. If you check the Active box the discount will become enabled for this customer class, it will also make the rectangle green so you can easily distinguish between them. From here you can also manually adjust the discount for this product per customer class, including switching it to a dollar-amount discount.
Using Customer Class Discounts
After you have set up your Customer Class Discounts and specified all the products you would like them to apply to they will automatically apply when they are eligible. Please note that in OrderPort case discounts only apply to wine items and will be added after 12 bottles have been placed in a cart. Discounts will be added on the checkout screen.
Case Qty / Case Discount Qty
While our standard case discount is 12 bottles in the catalog manager you have the ability to change how many bottles are required for that item to be considered a case. For instance, if you have 1.5 liter bottles you might want 6 of them to qualify as a case instead. This is set up in the catalog manager on the individual product.
In addition, you can also specify the number of items counted for each unit added to the cart when calculating case discounts. You can set this to be zero if you would like to exclude this item from counting towards a case discount. For example: A glass of wine.
Sale Prices
In the Catalog Manager, you have the ability to set up a hard-coded sale price for different checkout options. This allows you to have a bottle discounted at a specific location. For example, you want the bottle to be 10 dollars cheaper in wine club releases.
Setting up Sale Prices
In OrderPort admin > Products > Catalog Manager select your desired item. From the Product info tab, you will find a section under the retail price called "Sale Price". As soon as you start typing a number in it will populate the different areas you can apply this to. Please note other than only applying the Wine Club module you can not make sale prices customer class specific. Please see the discount module section to learn more about customer class-specific discounts. 
Using Sale Prices
Point of Sale
When an item has a sale price on the Point of Sale app only the sale price will display.
Webstore
The Sale Price will be displayed in the store in red and will strike through the normal price. This can be a great way to entice customers to purchase the bottle because it's on sale. customers
Admin Cart
The Sale Price will be displayed in the admin cart on the Product Search page. The Sale price will populate into the price box and the original price will be off to the side. 
Wine Club
The Sale Price will be displayed to the winner on Step 3 during the double-check screen. The Price will display as the price of the team and then any club discounts will be added on top of the sale price. 
If this is a customer choice club when the client goes on to the website to edit there club order they will see the sale price and the original price. 
Resturant
When an item has a sale price on the resturant app only the sale price will display.
Coupon Codes
In OrderPort there are multiple types of discounts that we offer to our clients to set up. One of these is Coupon Codes. Coupon Codes can be used to provide customers with individual product discounts. You can also set up a maximum number of people who can use the code. Ex: The first 25 people to apply the code at checkout will receive a discount.
Setting up Coupon Codes
Navigate to OrderPort Admin > Products >Catalog Manager and select the desired product. Once you have Selected the product, click on the Coupon Codes tab. Here you Can enter in the Code, the Maximum Items this will apply to, and the discount's amount.
The Next Step would be to provide this code to your customers to use at checkout. Coupon Codes are typically used on the webstore however they can be used on the Point of Sale as well.
Using Coupon Codes
Point of Sale
Using Coupon Codes on the Point of Sale is streamlined for the winery because there is nothing they need to type in. When you are on the Checkout Screen if there is an available Coupon Code for one of the items in your cart they will display on the bottom of the screen. This is the same across all OrderPort Apps. If there is a code available click on the desired code to have it apply to the order. Please Note: You can only apply one coupon code or one promo code to an order at the point of sale at a time.
Webstore
If you have provided your customers with a coupon code for them to use on the webstore, they can enter this on the checkout screen. In both the Standard and Updated versions of the OrderPort webstore checkout we offer Coupon Code entry. At checkout, the Coupon Code Section will be Located on the Individual Products.
Discount Rules
Discount rules are generally used for specific items or period of time. They are designed to be temporary discounts. They can also be used to provide shipping discounts. This is also the only way other than customer class discounts that you can specify a specific customer class can receive a discount. For example, All wine club members get free shipping on valentine day. discounts,
Setting up Discount Rules
Go to OrderPort Admin > Products > Discount > Discount Rules. Click Add rule and fill out the desired information. If you would like to learn more about these click here.
Promo Codes
In the discount module, there is a tab titled Promo Codes. Promo Codes allow the winery to provide a discount to the whole order with a specialized code. These are sometimes used on the webstore for specific customers that you sent the code. For example, 4th of July sale 15% off your whole order. Another way that wineries use these are for in the tasting room to apply Military Discounts.
Setting up Promo Codes
In OrderPort admin > Products > Discounts > Promo Codes select Add Promo Code. You will need to enter in the percentage or dollar amount of the discount, and the code you want to use and decide whether or not to enable it. 
Using Promo Codes
Point of Sale
When the Sales associate goes to checkout all available promo codes will populate. This allows them to quickly select the desired code. Please Note: You can only apply one coupon code or one promo code to an order at the point of sale at a time.
Custom Discounts
In OrderPort we offer the winery the ability to set up custom discounts that apply to all items and override other discounts. These are typically used for Owners. To setup custom discounts navigate to the customer's module and select the desired member. From here on the Customer Account page find the section titled "Custom Class Discount" Then enter in your desired percentage. 
How discounts work together
OrderPort offers many different types of discounts. Because of those, there are rules to how they work together and when they override one another. Please review the discount table below or download the Excel file attachment.
