Setting up Discount Plans

This article will help you set up Discount Plans for your TronShop

Discount Plans replace the old single percentage per customer (individual business discount). You create reusable plans with separate product and print rates, optionally adjust rates per supplier, then assign the plan to your B2B customers.

Where in admin: Marketing → Discount Plans

On this page

• What changed
• How a Discount Plan works
• Opening Discount Plans
• Creating a new Discount Plan
• Setting rates and supplier overrides
• Assigning Discount Plans to customers
• What the customer sees in the shop
• Deactivating or archiving a plan
• Need help?

What changed

Existing individual discounts were migrated automatically. The old percentage was copied as both the product and print default (plans named like Migrated – …), so prices stay familiar until you rename and fine-tune them.

How a Discount Plan works

When a customer is logged in and has an Active plan assigned:

1. The shop looks up the plan for that customer.
2. For each item, it checks whether there is a supplier override.
3. If yes → product % and print % from that override are used.
4. If no → the plan’s default product % and print % are used.

• Product discount reduces the sale price of goods.
• Print discount reduces print / decoration prices (including in the calculator).
• Guests, customers without a plan, or customers on an Inactive / Archived plan see normal sale prices.
• Delivery, payment, and similar fees are not reduced by the plan.

Opening Discount Plans

In your TronShop admin go to:

Marketing → Discount Plans

You will see the list of plans with name, state, default product %, default print %, number of supplier rules, and assigned customers.

Creating a new Discount Plan

1. On the Discount Plans list, press the “+” button.
   
2. Fill in the plan settings:

3. Save the plan.
4. Open the plan from the list to set supplier overrides and assign customers (next sections).

Setting rates and supplier overrides

Open a plan from the list. On the detail page you will see:

1. Plan overview — name, state, description (edit here to change defaults)
   
2. This plan’s rates — default row for “All other suppliers” plus optional supplier overrides
3. Where this plan is used — assigned customers
   

Default rates

The row All other suppliers (marked DEFAULT) uses the plan’s default product % and print %.
Edit the plan (Edit plan) to change these defaults.

Supplier overrides

If a supplier needs different rates:

1. Press + Add supplier override.
2. Select the supplier.
3. Enter product % and/or print %.
   
4. Save the override.

You can leave one field empty to inherit that plan default. At least one of product or print must be set (otherwise the override would be identical to the default).

You can set different product and print defaults on a plan (e.g. 20% product / 30% print) when print should be discounted more (or less) than goods.

Assigning Discount Plans to customers

A customer can have only one Discount Plan at a time.

From the plan

1. Open the plan.
2. In Where this plan is used, press + Assign customer.
3. Select the customer and confirm.

If the customer already has another plan, you will be warned and can move them to this plan.

From the customer

1. Go to Customers and open the customer.
2. Open Discounts.
3. Select the Discount Plan and save.

What the customer sees in the shop

Only logged-in customers with an Active plan see plan discounts.

Discount Plans work together with your normal sale prices from price policies. Coupons remain a separate mechanism.

Deactivating or archiving a plan

• Inactive — the plan is kept, but discounts stop for assigned customers.
• Archive — hides the plan from day-to-day lists (you can still show archived on the grid).

Use Inactive when you want to pause a tier without deleting history or unassigning everyone first.

Need help?