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How to add Automatic Customer Discount

How to add Automatic Customer Discount

jcole123
Visitor
3 0 0

Is it possible to add discounts to customers that would automatically apply a discount? For example, discounts for the following types: Employee, Family, Designer, etc.

Replies 5 (5)

SH0PIZM0
Shopify Partner
3 0 0

Easy!

1) Tag your customers (ie. "Employee")

2) Create a customer segment for customers tagged with "Employee"
3) Create a discount for that particular segment
Segments are dynamic (live) so any customer tagged with "Employee" will be eligible for discount.

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jcole123
Visitor
3 0 0

I actually did that exact thing and it made it so that when an employee is logged in and checking out customers it is applying the discount to all sales they create to any customer!  It isn't applying the discount to sales TO them for their personal purchases.  

SH0PIZM0
Shopify Partner
3 0 0

So your employees are checking out orders using their own accounts on behalf of the customers? Sorry, but in that case, I don't think there's a loophole around this. Because with Shopify's point of view, the actual customer is your employee.

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jcole123
Visitor
3 0 0

No, the employee is logged in as the employee making the sale. As in, they use their pin to get into the app as the employee, create a sale using the customer info who is being sold to, and yet it is still giving the discount to the customer.

 

example - Employee Joe has been given the employee discount via segment. When Joe creates a sale in POS he selects the customer, Mary. (Mary has no discounts associated with her account.) When Joe adds items to the cart Joe’s employee discount is automatically added to Mary’s cart. 

obviously we want the discount to only apply when Joe is the customer! not when creating sales for others. This is our issue

Ankit_Thakur
Shopify Partner
86 1 10

Hi @jcole123 I have gone through the thread above and its a loophole at your end, as your employee is already signed in to the system so at the time of checkout it obvious that the discount applied to his id will be applied to the acutal customers also. 

In this case your can create a new section of ids for your employees (Employees sales) and ask them to make sale using it. And when they actually buy for themselves they can use the existing id. 

I hope you understand this.

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