How discounts apply to an order
When an order is priced, Clipp decides which promotion it earns and whether the customer's loyalty tier adds a discount. The same rules run again every time the order is edited.
Who uses it
- Supplier staff see the result on the order and can switch discounts off for one order.
- Restaurants see the discounts on their cart and invoice.
How it works
- Eligible promotions. Active, not paused, started and not ended, and targeting this customer.
- First-order promotions count only when the customer has no earlier live order with this supplier. See Pricing & promotions.
- Each promotion is valued: its percentage of the subtotal, held to its Maximum Discount Value. One below its Minimum Order Value earns nothing.
- The best one wins. The rest are dropped. If two are worth the same, the first-order promotion wins.
- Loyalty is added separately, as a percentage of the subtotal, from the customer's tier.
- No discount can take the order below $0. Discounts are trimmed together.
Both are frozen on the order when it is first priced, so changing a promotion afterward does not re-price it. They are re-judged on each edit: an order cut below the minimum stops earning the promotion.
In the Promo/Discount/Fees drawer on an order, Apply Default Promotions and Apply Loyalty Discount switch each one off for that order. A customer who is not connected to the supplier never gets a loyalty discount.
Calculations
Subtotal $300.00. Promotions: 10% first-order (cap $20) and 15% percentage-off (minimum $250, no cap). Customer is a Gold tier at 5%.
| Step | Amount |
|---|---|
| First-order, 10% = $30 | held to cap = $20.00 |
| Percentage-off, 15% | $45.00 |
| Winner | Percentage Off Discount $45.00 |
| Loyalty, 5% of $300 | $15.00 |
| Total discounts | $60.00 |
| Order total | $240.00 |
Percentages round half-up to the cent. See Money & rounding.
Letting only the best promotion apply keeps a customer from stacking a first-order offer on a standing offer, which no supplier meant to allow.
Where it shows up
The order summary, the invoice (First Order Discount, Percentage Off Discount, Loyalty Discount), and the restaurant's cart.
Permissions
Supplier staff with full access to orders change the switches.
Specs
# prefix: SOFE
Feature: First-order promotion eligibility on sale orders
An order always carries every promotion the customer could earn. Whether the first-order
promotion applies is judged each time the order is priced, against the customer's earlier
live orders with the same supplier. At most one promotion applies to an order.
Background:
Given a supplier has a first-order promotion and a percentage promotion
Rule: Eligibility is judged against earlier live orders
Scenario: SOFE-001 a customer with an earlier order gets the percentage promotion
Given an order carries both promotions and its customer has an earlier live order
When the order is priced
Then the percentage promotion applies, within its cap
And the first-order promotion does not apply
Scenario: SOFE-002 a customer with no earlier order gets the first-order promotion
Given an order carries both promotions and its customer has no earlier live order
When the order is priced
Then the first-order promotion applies
Scenario: SOFE-003 both promotions never apply to one order
Given an order carries both promotions
When its customer's eligibility changes and the order is priced again
Then the order holds exactly one promotion
Scenario: SOFE-004 canceling the earlier order makes a later order the first
Given a customer has two live orders
When the earlier order is canceled and the later order is priced again
Then the later order gets the first-order promotion
Scenario: SOFE-005 a later order does not take the first order's promotion
Given a customer's first order earned the first-order promotion
When a second order is placed and the first order is edited
Then the first order keeps the first-order promotion
Scenario: SOFE-006 a deleted earlier order does not count
Given a customer's earlier order was deleted
When the later order is priced again
Then the later order gets the first-order promotion
Scenario: SOFE-008 an order placed from a cart is judged like any other
Given a customer submits a cart to a supplier
When the customer has an earlier live order with that supplier
Then the placed order gets the percentage promotion
But when the customer has no earlier live order it gets the first-order promotion
Scenario: SOFE-010 orders placed at the same moment are ordered by creation
Given a customer has two orders with the same placement time
When both are priced again
Then only the one created first gets the first-order promotion
Rule: Previews price the same way as saves
Scenario: SOFE-007 a preview matches the stored promotion
Given an order that earned the capped percentage promotion
When the supplier previews the order
Then the preview shows the same promotion and net as the stored order
Scenario: SOFE-009 a saved cart's estimate matches the order once placed
Given a customer with an earlier live order has a saved cart
When the estimate is read and then the cart is submitted
Then the estimate and the placed order both carry the percentage promotion
Known limitations
- A promotion applies to the whole subtotal; it cannot target products.
FAQ
The order has a loyalty discount but no promotion. Every eligible promotion was below its minimum, expired or paused. Loyalty is independent of them.
Can I remove the discount from one order? Yes: switch off Apply Default Promotions or Apply Loyalty Discount in the drawer.