How to Set Up Tiers for a Channel

Tiers classify customers into different types (e.g. Wholesale, Retail, Education and etc.), allowing you to define unique offerings and discounts for various groups of customers. Tiers are configured and defined individually per channel.

Contents:

• Creating Tiers
• Creating Discount Rules

Creating Tiers

1. From the main menu, navigate to Setup and select Channels.
2. Open an existing channel.
3. Toggle to the Tiers tab.
4. Click Add New Tier.
5. Enter a tier Name and Description.
6. Configure the following settings as needed:
• Tax Class – sets the tax class.
• Invoice, Packing and Proforma Template – sets the template used for each document type.
• Freight Surcharge – adds a freight surcharge for orders.
• Credit Card Surcharge – adds a credit card surcharge for orders.
• BCC Order Confirmations – an email account set as BCC for order confirmations. You may enter multiple email addresses separated by a comma.
• BCC Shipping Confirmations - an email account set as BCC for order confirmations. You may enter multiple email addresses separated by a comma.
  
• Attach Invoice Shipping Confirmations - this enables invoices to be attached to automated shipping confirmation emails for tiered orders. A PDF of the bill will be attached to each shipment.
7. Click Update Tier to save.

Creating Discount Rules

Discount rules allow you to set special terms or discount levels that apply when a certain criterion is met. This is an ideal feature for wholesale orders that require a minimum amount be met to qualify for discounts.

1. Open an existing channel.
2. Toggle to the Tiers tab.
3. Open an existing tier.
4. Scroll down to Discount Rules and click Add New Discount Rule.
5. Complete the form with the pertinent discount rule information:
• Discount Rule Name - enter a name for this rule.
• Tier Discount – set the percentage value off from the Price, MSRP, MAP, Regular Price or Cost.
• Min Purchase – the minimum order amount that must be met.
• Freight Terms – the special payment terms to apply.
• ActiveFrom & ActiveTo – the validity period.
6. Click Update Discount Rule to complete setup.