Managing discounts

Discounts are used to reduce fees by a specified percentage of the original fees in a plan. The following types of discounts are used in the platform:

• Promo Code — a discount is applied when a promo code is manually entered on the order confirmation step. A promo code specified for a sales order is stored in a subscription to apply automatically to any future orders, if possible. A promo code specified for other orders is not stored in a subscription. To apply it automatically to any future orders, specify the promo code on the subscription details page (see Viewing and updating subscription's details).
• Account — a discount is automatically applied to the selected accounts or account classes.
• Reseller — a discount is automatically applied to plans delegated to downstream resellers. It is also automatically created for the upstream reseller while ordering a Microsoft NCE subscription within a promotion from Microsoft together with a discount of the Subscription type (see Microsoft NCE. Operator Guide).
• Subscription — a discount is automatically applied to a subscription to a specified plan for a specified account. It is also automatically created while ordering a Microsoft NCE subscription within a promotion from Microsoft (see Microsoft NCE. Operator Guide).

A discount is applied to a charge if it has the Active status (see Viewing the list of discounts) and it is valid for this charge. A discount is valid for a charge if at least one day of a period covered by the charge (operate_from – operate_to) belongs to the discount period. A discount is always applied to an entire charge, even if it only affects one day of the charge period. When a charge is recalculated (for example, an order is paid at a day later than created), the status of a discount and its valid period are checked again. If for an order, charges of the same fee type and the same resource have different discounts applied according to their valid periods, only the first of the discounts is displayed on the order confirmation page. If there are several active and valid discounts, the best discount is applied as follows:

• If discounts of the Subscription type not yet linked to subscriptions are found, the discount with the highest percentage among them is applied.
• Otherwise, a discount of any other type with the highest percentage is applied.

In this section:

• Managing Promo Code discounts
• Managing Account discounts
• Managing Reseller discounts
• Managing Subscription discounts
• Limitations of discounts
• Managing a discount