Discounts for Flat Rate Shipping

Flat Rate Shipping 

The Flat rate shipping (FRS) discount provides the ability to charge a single fixed rate for all shipping orders placed through the web and point of sale systems. Flat rate shipping discount can include many rules: To specific customer types and/or club tiers, within certain timeframes, specifying bottle minimums or even total dollar spend. The discount engine also will allow you to specify the method(s) within each zone(s) that flat rate shipping applies to.  

For example: Buy 6 or more bottles before December 15th, and receive $0.01 shipping UPS Ground!

Key things to note about Flat Rate Shipping (FRS):

1. FRS operates within the discount engine, and applies to shipping only, and can co-exist with your other line-item or order-level discounts, e.g. buy 12 or more bottles and receive 20% off.
2. You can do FRS = $0.00.  You'll notice that we've made the FLAT RATE button default when shipping discount type is chosen in the discount set up.
3. FRS discount works both online and POS automatically.
4. FRS can be triggered by customer type, and/or club tier, order limits (qty or $ amount).
5. If you configure FRS to trigger based on total $ spend, please note that it is the GROSS $ before discount that triggers FRS.
6. You can "tier" FRS by setting up separate individual discounts, e.g.  Buy $200 of wine (pre-discount), receive $20 shipping; Buy $500 of wine, receive $10 shipping; Buy $1,000 or more of wine, receive $0.01 shipping
7. FRS can be applied to specific Zones and Ship Methods

Creating A Flat Rate 

Navigate to the discount engine via  Company-Discounts

Select the Toggle button found next to CREATE NEW DISCOUNT. 

Fill out the following boxes.

1. START

A. Discount Name:

This will appear in the POS

B. Public Name:

This will appear on your web site and receipts.

NOTE: If there are Supplemental Discounts all the attached Supplementals need to have Public Names for the Primary to appear

C. Discount Type:

Primary - Shipping discounts can only be Primary and cannot be Supplemental.

D. Discount Applied to:

Select Shipping Charges radio button.  This must be selected if you want to use the flat rate shipping discount.  By selecting shipping charges will not discount the products sold, it will only discount the shipping charges that are applied to the order. 

E. May be used:

This indicates the number of times the discount can be used - helpful for one-time use only.

2. CRITERIA

A. Who is eligible? 

You have 4 different options to choose from: 

• Anyone: This will apply the discount to anyone who uses the web or designated in the point of sale.  
• First-time-customers: This will apply the discount to anyone who has no prior order history.  
• Select Customer Types: When selecting customer types there will be a drop down that will allow
• you to select which groups you would like to have access to the discount. 
• Select Club Members in Select Tiers: When selecting Club Members there will be a drop down that will allow you to select club tiers you would like to have access to the discount.

B. Coupon Code

This is only functional in your web site. If a coupon code is present in the discount it will not be active in the POS.

C. Order Source

Allows you to choose specific Order Source(s)/Channels to which the discount will apply.

3. VALIDITY

A. Is this Discount Active Now:

Allows you to enable and disable the discount as needed.  Note - only disabled discounts can be deleted (good to know for testing with different discount scenarios!).

B. Start Date with the option of Now –or- On as well as...

C. End Date with the options of Never –or- On.

These features can be used to place a discount to start immediately, a future date, or limit a discount for a specific time period.  

4. BASIS

A. Discount is Triggered By:

Select the radio button to determine how you want to have the discount triggered. Your choices are between total aggregate amount on the order or specific inventory items.

B. Min Items in order:

Choose the minimum item total in the order. The default is one. This box allows for the discount to be triggered by total items.

C. Min Order Subtotal:

Choose the minimum aggregate amount subtotal you want the discount to be applied to. This is used in conjunction with the entire order radio button.

D. Required Products:

Required Products is used in conjunction with line item radio button. It is here where you can select a specific product, category product, or product type to trigger the discount. 

See this article for more details.

5. DISCOUNT

A. Flat Rate/Included 

Default is Flat Rate already selected (and green).

B. Rate

Choose the amount for the flat rate shipping.  If you are doing shipping involving cents, make sure you use the decimal!

C. Shipping Methods:

Select the shipping methods in the zones you want to have the Flat Rate amount applied to. 

Click Save Discount to save the new FRS discount.