Portal Discount Scheduler

PORTAL DISCOUNT SCHEDULER

Discounts can be created in <Product Maintenance> or through the Discount Scheduler. Each option has different benefits. Discount Scheduler is ideal when you want to apply the same sale period to multiple products or categories at once.

Accessing Discount Scheduler

1. From the Portal, go to Products → Discount Scheduler.

2. Click "New Discount Schedule".

A panel will open at the bottom of the screen to configure the discount.

Creating a Discount Schedule

• Title: Every discount schedule must have a title.

• Customer Group (optional): Select a Customer Group to limit the discount to specific customers. Leaving this blank applies the discount to all customers.

• Discount Type

  • % Off – same percentage discount for all items

  • $ Off – same dollar discount for all items

  • Set Price – allows different sale prices per item

• Start Date & Finish Date

  • Time defaults to midnight to midnight

  • Times can be adjusted if needed

Adding Products or Categories

Adding Individual Items

1. Click "Add Items".

2. Search for and select the products you want.

3. Click “Apply”.

Selected items will appear in the main window.If Set Price was selected as the discount type, enter the sale price for each item directly in the list.

When finished, click Save Changes to activate the schedule.

Applying Discounts Across Multiple Stores

If you are using a Head Office portal, the discount schedule can be applied to one, multiple, or all stores.

Importing Items from a File

You can import items using a .CSV or .XLS file.

File requirements

• Column 1: SKU

• Column 2: Sale Price

Steps:

1. Click Import from CSV.

2. Select the file and follow the on-screen prompts.

Mix & Match / Case Discounts (Category-Based)

Discount Scheduler can also be used to create multiple-quantity (mix & match) discounts across categories.

1. Select Multiple QTY as the discount type.

2. In the Multiple QTY Discount section:

• Enter the quantity required to qualify

• Enter the % off to apply

1. Change 'Apply Discounts' to 'Categories'.

2. Click "Add Category" and select the category or categories to include.