**Discount tracking is only valid for Member Accounts
Case 1: Restrict number of times to use of specific discount offer
Below is an example created to restrict specific member accounts to redeem two free items on every month.
Summary:
- Setup 2 set of the discount tracking for 1st free item and 2nd free item
- Setup 2 discount offer for 1st free item and 2nd free item
- Enable the all discount tracking and discount offer
1, Click the icon, enter Discount Tracking, and select the relevant link.
2, Click New to create a new entry.
In the General FastTab, fill in these fields as follows:
Field | Value |
---|---|
Description | For example the name of your staff club, or the value you entered in the Member Value field in Step 1. |
Limitation Type | No. of Times Trigger |
Starting Date | Enter the first date in the current quarter; for example, if you are working in July 2017, you would enter 1.6.17. |
Period Calculation | 3M (for example) |
Recurring | Select this check box. |
Limited by | Account |
3, Assign the Discount Tracking No. to the discount
Trigger select Member Club / Scheme
4, Go to "Member Accounts" - "Discount Limitation"
5, Add the discount limtiation code and setup no. of times can be triggered
6, Setup the Job Scheduler to run the member entry update job
7, After the job queue updated, Tracking Entries are recorded.
Case 2: Restrict number of times to use of specific discount offer
In the General FastTab, fill in these fields as follows:
Field | Value |
---|---|
Description | For example the name of your staff club, or the value you entered in the Member Value field in Step 1. |
Limitation Type | None |
Starting Date | - |
Period Calculation | - |
Recurring | Select this check box. |
Limited by | Account |
Step 5 - Add the discount limtiation code and setup no. of times can be triggered: This to be skipped
The Tracking Entries: