Byga Discount Code Management Document

Please click the link for Byga Discount Codes - Admin documentation

Here are the main points of this document:

• Overview of Discount Code Management: Discount codes are being rolled out across various Byga workflows that support payments, operating in parallel to admin invoice adjustments. Access is via Tools → Financial Center → Discount Codes.
• Discount Code Use Cases:
  • Codes can be limited by time, quantity of usage, specific registrations/programs, and specific people.
  • Discounts can be a set dollar amount or a percentage.
  • Examples include financial aid, marketing promos (limited or unlimited usage), and volunteer credits.
  • Caution is advised for "any purpose" percentage discounts due to potential misalignment with club intentions.
• Discount Code Considerations:
  • Usage Limits: Codes can apply to all eligible purposes or a single purpose, and to any person or a specific set of people. If limited to specific people, each person can use the code only once.
  • Team-Invite Registration Specifics:
    • Not applicable to Deposit Invoices.
    • Percentage discounts apply to the registration amount before the deposit.
    • Do not apply to optional items like Donations, Insurance, or Optional Registration Form Invoice Items.
    • Processing fees are calculated after the discount.
    • Discounts are applied similarly to adjustments, evenly distributing the balance across installments and overwriting the first installment amount.
• Discount Code Settings and Scope:
  • Status: Toggle between Enabled/Disabled regardless of dates or usage limits.
  • Code Settings: Define the code (auto-generated or manual), discount amount (dollar or percentage), and optional start/end dates. Once used, the code, discount value, and valid-on date are locked.
  • Code Scope:
    • Purpose: Can be set for "ANY eligible payment based workflow" or "one specific payment workflow" (i.e., one specific registration form). The purpose is locked once the code has been used.
    • People: Can be applied to "ALL players and users" (with an optional total usage limit) or to a "set of specific users or players" (where each can use it once). If defined for "any person," this option is locked once used by one person. Once a specific person uses the code, they cannot be removed from the code.
• Code Usage:
  • Users enter the code on the checkout screen in supporting payment workflows.
  • The code is verified based on date, people, and usage limits.
  • Eligible invoice line items are calculated, excluding non-applicable items (Donations, Optional Registration Form Items, Insurance).
  • The discount is applied. If the discount exceeds eligible items, the items are fully paid, and the discount is marked as used; any excess requires a new discount code from the administrator.
  • Workflows supporting discount codes will display a "I have a discount code" link.
• Permissions: Users need the "Manage Discount Codes" permission to access the dashboard and create/manage codes.