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Create a Discount Rule

Overview

This article provides the steps necessary to create a discount rule.

Creating a Discount Rule

Getting Here: Click Marketing > Discount Rules

  1. Click New.

The Create New Discount Rule page displays.

  1. Enter a short, descriptive name for the discount rule in the Rule Name field.
  2. Enter a unique identifier for the discount rule in the Client Defined Identifier field, if you would like an identifier different than the automatically populated value.
  3. Enter an explanation of what this discount rule will provide in the Description field.

Note: This description will not be displayed to customers.

  1. Enter a description of the rule that you would like to display to customers on a statement in the External Description field.
  2. Select one of the following options from the Discount Type drop-down.
  • Fixed: applies a credit that is a fixed amount.
  • Percentage: applies a credit based on a percentage of a fee charged for a service.
  1. Enter the fixed amount or percentage amount of the credit in the Amount field, depending on which Discount Type you selected.
  2. If you selected a discount type of Fixed, select the Currency to which the credit applies.

Only customers who are billed in the specified currency will receive the discount.

Note: The Currency field does not display if you chose a discount type of Percentage.

  1. Select one of the following options from the Duration field:
  • Months (from first application): Enter the number of Max applicable months for which the discount rule will remain in effect on an account starting from when the corresponding coupon is assigned to the account. Allowable values are from 1 to 999.
  • Number of Uses: Enter the number of Max applications per account to determine the maximum number of times the applicable discount(s) can be applied to invoices generated for an account.
  • No Expiration: Select this option if the discount rule should have no expiration.
  1. Invoice Display Method: Select either of the following to specify how the discount should be displayed on invoices:
  • Reduce Price of Original Line Items(s): If a product costs $100 and the discount is $10, then $90 will be displayed on an invoice.
  • Add a Separate Discount Line Item: If a product costs $100 and the discount is $10, then two invoice line items will be displayed on an invoice, one for the $100 charge and one for the $10 discount. After selecting this option, you can specify the service code with which to identify the invoice line items associated with credits generated by this discount rule as described below.
  1. If you selected Add a Separate Discount Line Item, then choose one of the following options from the Discount Behavior field:
  • Apply to gross amount of the charge: If there is a $100 charge line item, and you have two coupons giving 10% off and 5% off, respectively, this option will yield $10 and $5 discounts.
  • Apply to net amount after previously applied discounts: If there is a $100 charge line item, and you have two coupons giving 10% off and 5% off, respectively, this option will yield $10 and $4.50 discounts.
  1. If you selected Add a Separate Discount Line Item, then choose one of the following options from the Assign specific/alternate service code to line item field:
  • Use the same service code as the “charge” line item: Select this option to use the same service code as the charge line item to identify invoice line items associated with credits generated by this discount rule.
  • Use a specific service code: Select this option to select a different service code with which to identify invoice line items associated with credits generated by this discount rule.
  1. If you selected Use a specific service code, then choose the service code with which to identify the invoice line items associated with credits generated by this Discount Rule from the Service To Use field.

  1. Click the Rule Application Details tab at the top of the page.
  2. Select the plans, services, or items to which the discount rule should apply from the Scope drop-down.

scopev2.png

If you selected All Plan Charges, Specified Plans, or Specified Plan/Service Charges, or Specified Item Charges, drag each plan or item from the list to the section of the screen that reads Please drop…here. Repeat this step for each plan or item to which the discount rule should apply. Click the red "X" to remove a plan or item from the discount rule.

If you selected, All Plans, Specified Service Charges, drag each service from the list to the section of the screen that reads Please drop…here. Repeat this step for each service to which the discount rule should apply. Click the red "X" to remove a service from the discount rule. Select each service to which the discount rule should apply.

  1. Click Save.

You can now include the discount rule in a coupon by creating a coupon.

 


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Last modified
17:36, 22 Feb 2017

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