This article will cover the following:
- Eligible promotions & campaigns and products and items
- How does the system allocate the discount to products in each order
- How discount allocation of each product would be shown in order report
- Calculation examples and display of allocated discount
1. Eligible promotions & campaigns and products and items
-
Types of promotions & campaigns can allocate discounts
Discount amount, discount %. e.g., order-level promotion, product-level/ category-level promotion, Bundle Promotion, and membership-tier offers, store credits, and Point Redeem To Cash. -
Types of promotions & campaigns cannot allocate discounts
Free shipping discount, and payment fee set in the payment options -
Types of products & items can allocate discounts
Product, Subscription Products -
Types of products & items cannot allocate discounts
Add-ons, Shipping Cart Add-on Item, Free gits, Custom Product by "Create Order" feature
*Note: The "Discount Amount" field in Shoplytics' Product Sales Analysis currently does not include redemption of store credits and member points. Please see this article To know more about Product Sales Analysis.
2. How does the system allocate the discount to products in each order
While an order is placed, the system would run a background process
that automatically allocates the applied discount to each related
product and item in the order. The flow of check-out in the store
would not be changed. So you may see the allocated discount shown in the order report.
Besides, while using the feature of "Order split"
to move products from parent order to child order,
the allocated discount would be split as well.
If you would like to know how it would distribute allocated discount,
you may refer to this article: How to Allocate Discounts When Splitting Orders
-
The type of promotions & campaigns is product-level, category-level, or Bundle Promotion:
The system would allocate discounts based on the proportion of the amount of the main product/ subscription products with discounts applied. Main products/ subscription products that aren't applied to any promotions would not be counted.
-
The type of promotions & campaigns is order-level:
The system would allocate discounts based on the proportion of the discounted amount of the main products and subscription products. - The type of promotions & campaigns is membership offer: The system would allocate discounts based on the proportion of the discounted amount of the main product and subscription products.
- The type of promotions & campaigns is store credit and Point Redeem To Cash: The system would allocate discounts based on the proportion of the discounted amount of the main product, subscription products, and add-ons.
A. Product-level/ Category-level/ Bundle Promotion + Order-level promotion
If a product has applied product-level/ category-level/ bundle promotion + order-level promotion, the system would apply the promotion discount in this order:
First, the system calculates the proportion of the amount of products that can allocate product-level/ category-level/ bundle promotion discounts, and then calculate how much order-level discounts can be allocated to the order subtotal.
B. Product-level/ Category-level/ Bundle Promotion + Order-level promotion + Membership offer
If a product is applied product-level/ category-level/ bundle promotion + order-level promotion + membership offer, the system would apply the promotion discount in this order -
First, the system calculates the proportion of the amount of products that can allocate product-level/ category-level/ bundle promotion discounts, then calculate how much order-level discounts can be allocated to the order subtotal. Finally, the system allocates the membership offer discount to the subtotal.
C. Product-level/ Category-level/ Bundle Promotion + Order-level promotion + Membership offer + Store credits and Points Redeem To Cash
If a product is applied product-level/ category-level/ bundle promotion + order-level promotion + membership offer + store credits and Point Redeem To Cash, the system would apply the promotion discount in this order -
- The system calculates the proportion of the amount of products that can allocate product-level/ category-level/ bundle promotion discounts
- Calculate how much order-level discounts can be allocated to the order subtotal
- Allocate the membership offer discount to the subtotal
- Allocates the store credits to the subtotal
- Allocates the Points Redeem To Cash to the subtotal
*Note: The system would apply the banker's rounding rule to the prices with decimal digits.
3. How discount allocation of each product be shown in the order report
To know the discount allocation of each product in an order, you can select the following fields in the order report to check the discount allocations.
- Product-level Promotion: Display the name of the applied product-level/ category-level/ bundle promotion.
- Product-level Discount: Display the discount amount of applied product-level/ category-level/ bundle promotion.
- Order-level Promotion: Display the name of the applied order-level promotion.
- Order-level Discount: Display the discount amount of the applied order-level promotion.
- Store credit redemption: Display the discount amount of the applied store credits
- Points Redeem To Cash: Display the discount amount of the redeemed member points
The discount allocation feature has been released since 27 November 2019.
A. Orders placed after the feature release -
the above fields would display the correspondsing information in order report
if a product item is applied for promotions & campaigns.
B. Orders placed before the feature release -
the above fields would display N/A, even if a product item
was applied for product-level / order-level promotions.
C. The above fields would remain blank
if a product item has not applied any promotions.
D. Free shipping and free gifts promotions are not applicable in fields above.
4. Calculation examples and display of allocated discount
There is an order with 6 products. The products are going to apply product-level, order-level, membership offers, store credits, and Points Redeem To Cash. You can find how the discounts are allocated below:
Product details
| Product Name | Price | Quantity | Total Price (Price x Quantity) |
| Product A | 200 | 2 | 200x2=400 |
| Product B | 150 | 1 | 150x1=150 |
| Product C | 150 | 1 | 150x1=150 |
| Product D | 100 | 2 | 100x2=200 |
| Product E | 100 | 2 | 100x2=200 |
| Add-on item F | 20 | 1 | 20x1=20 |
General information about promotions that the order is going to be applied
-
Type of promotion: Order-level
Promotion name: "Get $100 off on Entire Order with purchase over $888"➔ Discount $100 for this promotion
-
Type of promotion: Bundle Promotion
Promotion name: "Purchase 3 items of Product A & Product B for $500"
➔ Discount $50 for this promotion
-
Type of promotion: Product-level
Promotion name: "Get 10% off on Product C & Product D with the purchase of Selected Products over 2 items"
➔ Discount $35 for this promotion
- Type of promotion: Offer for membership tier
Promotion name: VIP discount 20% off
➔ Discount $183 for this promotion
- Type of promotion: Applied store credits
➔ Discount $100 for this promotion
- Type of promotion: Point Redeem To Cash
➔ Discount $100 for this promotion
Discount allocation in product-level promotion
| Product Name | Total Price (Price x Quantity) | Promotion Name & Discount Applied | Allocation in Product-Level Discount |
| Product A | 200x2=400 |
Purchase 3 items of Product A & Product B for $500 Discount: (400+150)-500=50 |
50*400/(400+150)=36 |
| Product B | 150x1=150 | 50*150/(400+150)=14 | |
| Product C | 150x1=150 |
Get 10% off on Product C & Product D with purchase of Selected Products over 2 items Discount: (150+200)*0.1=35 |
35*150/(150+200)=15 |
| Product D | 100x2=200 | 35*200/(150+200)=20 | |
| Product E | 100x2=200 | Product-level/ Bundle promotion not applied | |
| Add-on item F | 20x1=20 | Product-level/ Bundle promotion not applicable | |
| Total | 1120 | 85 |
Discount allocation in order-level promotions
Since the system only allocates order-level discounts to main products/ subscription products, the proportion used to calculate allocation in total order will exclude the price of Add-on item F, and take the discounted subtotal as the denominator.
For example, this order fulfills the condition of the $100 off order-level promotion, so the order would receive $100 off. The order-level discount of $100 would be allocated in Product A based on its proportion of discounted subtotal.
| Product Name | Total Price (Price x Quantity) | Discount Allocation in Product-Level Discount | Discounted Subtotal | Discount Allocation in Order-Level Discount |
| Product A | 400 | 36 | 400-36=364 |
100*(364/1015) =35.86≌36 |
| Product B | 150 | 14 | 150-14=136 |
100*(136/1015) =13 |
| Product C | 150 | 15 | 150-15=135 |
100*(135/1015) =13 |
| Product D | 200 | 20 | 200-20=180 |
100*(180/1015) =18 |
| Product E | 200 | 0 | 200-0=200 |
100* (200/1015) =20 |
| Add-on item F | 20 | N/A | N/A | N/A |
| Total | 1120 | 85 | 1120-85-20=1015 | 100 |
Discount allocation in the membership offer
| Product Name | Total Price (Price x Quantity) | Discount Allocation in Order-Level Discount | Discounted Subtotal | Discount Allocation in Member Offer |
| Product A | 400 | 36 | 400-36-36=328 |
183*(328/915) =65.6≌66 |
| Product B | 150 | 14 | 150-14-13=123 |
183*(123/915) =24.6≌25 |
| Product C | 150 | 15 | 150-15-13=122 |
183*(122/915) =24.4≌24 |
| Product D | 200 | 20 | 200-20-18=162 |
183*(162/915) =32.4≌32 |
| Product E | 200 | 0 | 200-0-20=180 |
183*(180/915) =36 |
| Add-on item F | 20 | N/A | N/A | N/A |
| Total | 1120 | 100 | 1120-85-20-100=915 | 915*0.8=183 |
Discount allocation in applied store credits
The store credit discount is applicable to the order's main products, product subscriptions, and add-ons. The logic applies to split orders.
|
Product Name |
Total Price (Price x Quantity) |
Discount Allocation in Member Offer |
Discounted Subtotal |
Discount Allocation in Applied Store Credits |
|
Product Ａ |
400 |
66 |
400-36-36-66=262 |
100*(262/752) =34.84≌34 |
|
Product B |
150 |
25 |
150-14-13-25=98 |
100*(98/752) =13.03≌13 |
|
Product C |
150 |
24 |
150-15-13-24=98 |
100*(98/752) =13.03≌13 |
|
Product D |
200 |
32 |
200-20-18-32=130 |
100*(130/752) =17.28≌17 |
|
Product E |
200 |
36 |
200-0-20-36=144 |
100*(144/752) =19.14≌20 |
|
Add-on item F |
20 |
N/A |
N/A |
100*(20/752) =2.65≌3 |
|
Total |
1120 |
183 |
1120-85-100-183= 732 |
100 |
Discount allocation in Point Redeem To Cash
The Point Redeem To Cash is applicable to the order's main products, product subscriptions, add-ons, and custom items. The logic applies to split orders.
|
Product Name |
Total Price (Price x Quantity) |
Discount Allocation in Applied Store Credits |
Discounted Subtotal |
Discount Allocation in Point Redeem To Cash |
|
Product Ａ |
400 |
34 |
400-36-36-66-34=228 |
100*(228/652) =34.9≌35 |
|
Product B |
150 |
13 |
150-14-13-25-13=85 |
100*(85/652) =13.6≌13 |
|
Product C |
150 |
13 |
150-15-13-24-13=85 |
100*(85/652) =13.6≌13 |
|
Product D |
200 |
17 |
200-20-18-32-17=113 |
100*(113/652) =17.3≌18 |
|
Product E |
200 |
20 |
200-0-20-36-20=124 |
100*(124/632) =19.01≌19 |
|
Add-on item F |
20 |
3 |
20-3=17 |
100*(17/652) =2.6≌2 |
|
Total |
1120 |
100 |
1120-85-100-183-100= 632 |
100 |
Discount allocation display
You can go to Admin > [Order Management] > [Orders], select the product you wish to view, and hover the cursor over "Allocated discount" in blue under the "Product Details" section to check the itemized allocated discounts.
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