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.
Topic summary
A merchant wants to set up automatic discounts for specific customer types (Employee, Family, Designer) that apply only to their personal purchases.
Initial Solution Suggested:
- Tag customers appropriately
- Create customer segments based on tags
- Set up automatic discounts tied to those segments
Core Problem Identified:
When employees use POS to process sales for other customers, the employee’s personal discount incorrectly applies to the customer’s cart. For example, when Employee Joe (who has an employee discount) creates a sale for customer Mary in POS, Mary’s cart automatically receives Joe’s employee discount—even though Mary has no associated discounts.
Root Cause:
From Shopify’s perspective, the logged-in employee account is treated as the actual customer during checkout, causing their segment-based discount to apply to all transactions they process.
Proposed Workaround:
Create separate employee IDs specifically for processing sales (“Sales Employees”), distinct from the IDs employees use when making personal purchases. This would prevent personal discounts from bleeding into customer transactions.
The issue remains unresolved as a system limitation rather than a configuration error.
Easy!
-
Tag your customers (ie. “Employee”)
-
Create a customer segment for customers tagged with “Employee”
-
Create a discount for that particular segment
Segments are dynamic (live) so any customer tagged with “Employee” will be eligible for discount.
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.
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.
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
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.