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How to Create Automatic Discounts
How to Create Automatic Discounts
Updated over a week ago

You must have "Full Access" or "Limited Access-Financials" permissions to create discount codes.

Automatic discounts are applied automatically during checkout according to the discount's conditions and do not require a discount code. Automatic discounts are typically used for Sibling Discounts, Buy One Get One or Early Bird.

For example, to create a sibling discount, one could create a $ off discount to be subtracted from the cart subtotal when 2 store items are purchased.

NOTE: Registrants must use Discount Codes as a part of the registration process. Registrants will not be able to use a discount code after completing registration.

Learn more about sale items here.

  1. Sign in to "SportsEngine HQ."

  2. Click on Financials > Discounts.

  3. In the top-right corner, click Add Discount.

  4. Select Automatic Discount and click Next.

    • NOTE: When creating a discount, ensure it accounts for all applicable amounts possible since multiple discounts cannot be applied to the same order.

  5. Enter a descriptive "Discount Name." This name appears at checkout, on receipts, and in reports. Click Next to proceed.

  6. Enter the discount amount, select $ dollars off or % percent off, and click Next.

    • For % off discounts, click Add maximum off to limit the discount's total amount.

    • NOTE: For $ off discounts, if the total discount amount is not applied at checkout, any remaining amount will not carry over to future orders.

  7. Select if the discount should be applied to the cart subtotal or specific sale item(s). Click Next.

    • For specific(s) sale item(s), click Select Sale Items and check the box by the item(s) to apply. Click Save.

    • Select how many sale item(s) to discount per order. If selecting A set amount, enter the number of items to discount.

  8. Select the requirements to use the discount and click Next.

    • If using a minimum amount ($) in an order or a minimum number (#) of sale items, enter the minimum amount or minimum quantity.

  9. Select how many orders can use the discount and click Next.

    • If selecting A maximum number of times, enter the limit.

  10. Enter the discount duration and click All Done!

    Review the number of redeemed discounts using the Total Discounts graph on the Discounts Page.

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