How to create a Discount

This guide will explain how to create a discount accounts, service plans and resources.

1. Login to the 2tCloud control panel as Reseller

2. Click on “Classic Panel”

3. Go to Billing

   

4. Go to Marketing

   

5. Go to the tab Discounts

   

6. Click on Add new Discount

   

7. Fill in the required information:
   Name: Type a new discount name.
   
   Status: Select a discount status (Active or Inactive). Inactive discount is not used when selling, billing or renewing subscriptions. It is recommended to choose Inactive when you create and configure the discount. When the configuration is completed, you may activate it right away. A discount can be activated or deactivated using the Activate or Deactivate button at Discounts list screen.
   
   Type: Select a discount type from the Type menu. There are the following options available:
   - Discount By Promo Code - such discounts are applied only when their promotion code is entered in sales (billing, renewal) order, they have the highest priority - if such a discount is applicable to an order, discounts of other types are ignored;
   - Discount By Account/Customer Class – such discounts are applied customer accounts or to customers that belong to a discounted customer class. This discount is applied if promo code is not applicable.
   
   Note: For discount by promo code, type a promotion code into the Promo Code field. It is required to
   define promo code using regular expression. For example, promo[0-9], with such regular expression you can give different customers different promotion codes (promo1, promo5 and the like). The promo code is required for Discount By Promo Code type of discounts.
   Supported regular expression standard is POSIX Basic and POSIX Extended. Description of these standards is available over the internet, for example, here.
   
   Discount: Type a discount rate (in percentages) into the Discount Rate (%) field.
   For All Plans: Select the For All Plans check box to make the discount applicable to any service plan sold.
   For All Resources: Select the For All Resources check box to make the discount applicable to any resource sold.

   

8. Go to the Accounts Tab. If you chose Discount By Account/Customer Class you have to link to the correct accounts or a customer class. This part will discuss the Account. If you chose Discount By Promo Code skip to step 14.

   

9. Click Assign Account(s) to select the accounts which should get the discount.

   

10. Check the box(es) of the customer(s) that you want to apply the discount to and click Assign Selected Account(s)

    

11. Go to the Customer Classes Tab. If you chose Discount By Account/Customer Class you have to link to the correct accounts or a customer class. This part will discuss the correct class. If you chose Discount By Promo Code skip to step 14.

    

12. Click Assign Customer Class to select the customer class which should get the discount.

    

13. Select the customer class to apply the discount to and click Save

    

14. The following steps will explain how to enable the discount for the options Discounted Subscription Periods (enable the discount for selected periods on specific service plans), Discounted Plans (enable the discount on specific service plans), Discounted Resources (enable the discount for selected resources within service plans).
    

15. Go to the Discounted Subscription Periods Tab

    

16. Click Add New Discounted Subscription Period to select a subscribtion period within a service plan which should get the discount.

    

17. Using the magnifying glass buttons select the correct Service plan and the corresponding Subscription period on which you want to apply the discount and then click Save

    

18. Go to the Discounted Plans Tab

    

19. Click Add New Discounted Plan to select a service plan which should get the discount.
    

    

20. Select the Service plans on which you want to apply the discount and click Add Selected Plan(s)

    

21. Go to the Discounted Resources Tab

    

22. Click Add New Discounted Resources to select the resources on which you want to apply the discount.

    

23. Select the resources on which you want to apply the discount and click Add Selected Resource(s). If you do not know which resource to select, you can find the resources per Service Plan in the Service Plan found within the Products --> Service Plans section of the billing side of the platform

    

24. You have now configured your Discount.