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Creating a pro rata discount

Pro-rata discounts are applied evenly among all eligible items in the cart.

This can be useful for managing returns. For example, if a customer returns one of the products they purchased, only the proportional part of the discount corresponding to that product will be rolled back. In other cases, accounting regulations and laws may require discounts to be applied pro rata.

Imagine a clothing store wants to create a campaign that gives a total discount of €30 on all pairs of shoes in the cart. Assuming the customer purchases 3 pairs worth €55, €60, and €115, the pro rata discounts are €7.17, €7.82, and €15 respectively. This gives us a total discount value of €29.99. The error is fixed by adding the deficit amount to the highest discounted item.

To do this, we use cart item filters.

Let's create:

  1. A cart item filter to filter items by category (in our example, shoes).
  2. A promotion rule to issue a pro rata discount on all pairs of shoes in the cart.

Filtering the cart items by item category​

Let's filter the cart by product category to find all the shoes in it. This will allow us to create rules on those items.

Filter items by condition:

  • Attribute is Item category (Item).
  • Is equal to shoes.
  • Save as shoesfilter.

To the right of the filter name, you can see the kind of value assigned to our filter. In this case, it is list of cart items. This means that this filter will be available wherever other lists, such as the list of cart items, are available.

Issuing a pro rata discount on the selected items​

Let's create a rule to issue a €30 discount on all pairs of shoes in the cart. The discount will be applied to each pair in direct proportion to its price.

Let's name the rule 30 euro pro rata on shoes. It has 1 condition and 1 effect.

Condition​

Always Trigger Effects.

Effect​

Discount individual items pro rata:

  • List of items is shoesfilter.
  • Discount name is 30 pro rata.
  • Discount value is 30.
  • Allow lower discount value if budget is insufficient is Application Default Settings.