Order Total: Customer Loyalty Discount
If you have customers that have bought something in your shop repeatedly, you can give them a loyalty discount. This can be set up via "Configuration" > "Finance" > "Order Total" > "Customer Loyalty Discount".
In the field "Sort Order" you define in which sort order the loyalty discount shall be listed in the order totals. It is important to remember that the sort order not only effects the way the order totals are displayed but also the way the totals are calculated. This is very important for modules that calculate totals like charges, discounts, etc.
In connection with the loyalty discount you have to remember that if you include shipping in the loyalty discount (that means you give a discount for shipping), the sort order of the discount module has to be higher than the sort order of the shipping module, and thus it also has to be lower if you do not want to give a discount on shipping.
Under "Cumulative order total period" you choose the period the loyalty discount shall be calculated for. This can be always, a year, a quarter or a month.
In the field "Discount Percentage" you enter a tabel which defines the percentage rate based on the total order amount from the period chosen above.
Example: 100:5,200:7.5,300:10,400:12.5,500:15
That means that a customer that has bought for more than 100 Euro and less than 200 Euro, during the period that has been defined above, will be given a discount of 5 %. Customers that have bought for more than 200 Euro and less than 300 Euro will be given a discount of 7.5 %, and so on.
Under "Include Tax" and "Calculate Tax" you choose if VAT should be included in the calculation of the discount and if there should be added VAT to the discount amount.
Under "Include current order in total" you choose whether the discount shall first be given after the current order (No) or whether the last and the current order (Yes) shall be included in the calculation.
Under "Order Status Priority" you choose the minumum order status an order should have to get included in the calculation of the loyalty discount. This is defined in numbers which you find under "Sale" > "Order status options" in the column "Priority".