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Promotions not applying discount properly

Posted: September 14, 2018 at 10:58 am


lupineart

September 14, 2018 at 10:58 am

Hey guys,

I’m pretty sure this was working fine before, but now it seems the discounts are not applying properly. I have the setting Promotions Affect Taxes to NO.

I have a code with 100% off, but it still calculates the taxes based on the original amount.

See screenshot:

https://www.dropbox.com/s/fealr32zpvkf825/Screenshot%202018-09-14%2010.01.28.png?dl=0

I use the promo codes as gift certificates and for free classes. Gift certificates need to be treated like cash, so the promo code needs to deduct the amount of the promo off the total price (including tax).

The free classes need to be ultimately free of course, so there shouldn’t be the tax owing after applying it.

Let me know how to resolve please.

Thanks, Derek


Josh

  • Support Staff

September 14, 2018 at 11:28 am

Hi Derek,

You’ll actually set Promotions Affect Taxes to Yes to make that happen.


lupineart

September 14, 2018 at 11:43 am

Thanks, Josh.

If set to Yes, the discount works as I wish.

However, if it’s being used as a gift certificate like cash, then the amount is just deducting the before tax value if set to Yes, isn’t it?

I.e. $100 + 5% tax = $105. They have a $50 g/c. The balance remaining should be $55.

If set to yes, the balance remaining will be $52.50.

I just figured our a work around and that’s to make the free promo codes have a 105% discount (100% + 5% tax). If there’s a different way you suggest, I’d appreciate your feedback.

Thanks, Derek


lupineart

September 14, 2018 at 11:59 am

Sorry, Josh, I’m just thinking this through. If set to Yes, the discount should be applied to the total after tax, correct? The dollar discount seems to, but not the percentage discount. Ie, if 100%, there should be zero amount owing on both settings, shouldn’t it?

Thanks, Derek


Josh

  • Support Staff

September 14, 2018 at 12:16 pm

No because the order in which the tax vs promotions is calculated is changed when the setting is changed.


lupineart

September 14, 2018 at 6:27 pm

HI Josh,

I need it to not affect taxes, as the dollar discounts are used like cash (i.e. $50 g/c reduces total after tax). Thus, the setting needs to be yes as you suggest.

But how would you suggest using a promo code to make a class free? The 100% discount doesn’t work as it still wants to collect the taxes. I thought a 105% discount (5% tax) would, but look at what it returns:

https://www.dropbox.com/s/69mcav1pu4is1rm/Screenshot%202018-09-14%2016.38.13.png?dl=0

It still says the taxes are owing even though the code discount equals what the total would be.

Thoughts?

Thanks, Derek


lupineart

September 14, 2018 at 7:03 pm

Correction – I need it to be set to NO, so taxes are not affected. This will allow the promo code to be treated like cash equivalent and the correct amount of cash in total is being collected from the customer. If it was set to YES, I am short changing myself on every transaction the promo codes are used.

However, I need the setting to be YES in order for any promo codes that exceed the total amount to work. As shown in my previous post with the screen shot.

Even though the taxes are calculated before the promotion is applied, why can the promotion not apply to the total amount?

Thanks,

Derek


Josh

  • Support Staff

September 17, 2018 at 10:35 am

Hi Derek,

It sounds like you’re asking for a third option, the trouble is they only made two options. Maybe what you could do instead is make a promo code for the whole dollar amount that you need discounted when you want to discount 100% off.


lupineart

September 17, 2018 at 2:08 pm

OK, Thanks Josh.

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Updated by  lupineart 2 months ago ago

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