Need Help: Automatic Discounts in Draft Orders

[jobrien]

My store takes many orders over the phone. We're talking over 50% of our daily orders coming from phone calls. Our call center takes the calls and creates the orders while on the phone with the customer. We are currently in the migration to Shopify from Magento. I see this process working for us by using the draft order feature in Shopify backend.

I am trying to set up volume pricing discounts. For example, we sell a booklet that starts at $3.50 each, is $3/each with 25 or more, $2.50/each with 100 or more, etc. I was able to build this very seamlessly and intuitively using the free "Bundler" app. So this volume pricing works great for customers ordering for themselves via our website. However, for order taking over the phone via draft orders, the discount does not automatically apply.

Does anyone know of any way to have discounts automatically apply in draft orders as items are added? The only other way I can see to do this is to have my call center order takers do the math themselves and type in the manual discount.

I appreciate any help or ideas greatly!

[tobebuilds]

Hi Jobrien,

Shopify actually can apply automatic discounts in draft orders since 2024, but the following conditions must be met:

• Built-in automatic discounts are supported, as well as Shopify Functions API-based discounts (for example, you could set up volume pricing in our app).
• If you're filling out the draft order in the admin, you must click "Add discount > Apply all eligible automatic discounts." Screenshot below.
• If you're sending an invoice, you must check "Discount codes." I'm not sure whether "Product prices" should be checked, but I would try unchecking it if discounts don't work with it enabled. Screenshot below.
• If the draft order is created by an app, the app must set acceptAutomaticDiscounts to true: https://shopify.dev/docs/api/admin-graphql/latest/input-objects/DraftOrderInput#field-acceptAutomati...

Hope this helps,

Tobe

[jobrien]

Thank you!

A few follow up questions. Is there a way to have this "Apply all eligible automatic discounts" box automatically checked? Or do we have to manually check it in each draft order?

Second, I'm seeing that you can only have a maximum of 25 active automatic discounts. Is there any way around this? I have more than 25 different quantity/volume pricing setups so that would not work for me.

Thank you!

[tobebuilds]

• You must manually check the "Apply all eligible automatic discounts" box.
• No, you can only have 25 automatic discounts. One possible workaround is to use our app, Regios Discounts, which offers you a flowchart you can use to combine more discount rules into 25 "discounts." If you're on Shopify Plus, then an alternative option is to build a custom app with Shopify Functions. This way, you can have all your discount logic in one place, and it'll run more efficiently than most other options.

Best,

Tobe

[Abel_Lesle]

@jobrien were you able to get this resolved ? 

Automatic discounts should apply on a draft order as well - but you do need to enable a toggle before it does that. Kinda defeats the automatic part of it.

Here are the steps - basically you'd need to click "Add Discount" and then choose "Apply all eligible automatic discounts".

Hope this helps,