Your discount policy may involve creating customer discounts rather than product discounts, or it may vary among customers based on your agreement with them. Through your B2B Wave eCommerce platform, you can set discounts per customer manually or in bulk. Let’s check out how.
Setting Customer Discounts Manually
To set discounts for your customers manually, follow these steps:
Step 1. Go to the Customers menu on your Admin Dashboard and select the customer for whom you want to set a discount.
Step 2. On the “Editing customer” page, look for the “Customer details” tab, enter the percentage discount that applies to this customer in the “Discount” field, and click “Save.”
NOTE: Remember that this discount percentage applies to all your products, so when this customer orders through your B2B eCommerce platform, their order total will be calculated accordingly.
Setting Customer Discounts in Bulk
To mass assign discounts to your customer, follow these steps:
Step 1. Go to Tools >Import Customer on your Admin Dashboard and choose the “Export existing customers” option.
Step 2. Open the spreadsheet, look for the “discount_percentage” column, enter the discount percentage that applies to each customer, and click “Save.”
Step 3. Go to Tools >Import Customers on your Admin Dashboard, click “Choose File” to upload your file, and “Import” to automatically update your customers’ discount settings. Remember that your file should be in .xlsx format.
NOTE: Remember that if you apply a discount to a specific product, the discount percentage you have set for your customer will be calculated on top of that. For example, let’s say you have set a 5% discount to a customer and that this customer orders a product to which you have applied a 20% discount as part of a promotion.
The customer’s total will then be calculated based on the value of the ordered products, subtracting the amount corresponding to the 20% discount set for the specific product and calculating on top of that the 5% discount, which applies to all orders placed by this customer