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Discounts

By Customer Success Team
• 8 articles

How to Apply a Discount to an Order

When creating an order for a client, a Customer Service Representative–or CSR–can add a discount by selecting from a list of applicable discounts, entering a discount code, or manually entering a discount value. Follow the steps below to apply a discount to an order. Please note that the Cannabis Act has imposed regulations that prohibit the use of discounts on cannabis products. Each licence holder should consult the Cannabis Act and develop Standard Operating Procedures–or SOPs–surrounding the use of discount codes. Required permission(s): order_create, order_update, apply_discount_code, apply_discount 1. Follow the procedure to Create a New Order, but stop after adding items to the order and selecting a shipping method. mceclip0.png 2. Click the mceclip1.png icon to open a menu of options. mceclip2.png 3. Select Add Discount. This opens the Add Discount to Order modal. mceclip4.png 4. Select a discount to apply to the order. - Applicable Discounts appear if the client is part of a sales channel that has access to a discount, or if that client has been individually selected to take part in the discount. To claim an applicable discount: 1. Open the Applicable Discounts sub-tab in theAdd Discount to Order modal. It should be open by default when the modal appears. mceclip3.png 2. Click on a discount to apply it to the order. mceclip5.png - To enter a promotional code: 1. Open the Enter Code sub-tab in the Add Discount to Order modal. mceclip6.png 2. Type the discount code into the field provided. mceclip7.png 3. Click Apply Code to apply the discount to the order. mceclip8.png - To apply a discount manually: 1. Open the Manual Discount sub-tab in the Add Discount to Order modal. mceclip9.png 2. Indicate the monetary amount covered by the discount in the Enter manual amount field,or indicate the percentage of the overall cost covered by the discount in thePercent Discount field. 3. Open the Tax Setting drop-down menu, and indicate whether to apply the discount before or after tax. 4. Open the Discount Typedrop-down menu, and select a discount type. 5. *Optional* Indicate the reason for the discount in the Enter a reason field. mceclip10.png 6. Click Apply to apply the manual discount to the order. mceclip11.png 5. Click Purchase to proceed with the order workflow. Visit the Discounts module to Create a New Discount.CSRs can also Apply Discounts to Line Items rather than applying a discount to an entire order.

Last updated on Feb 03, 2026

How to Create an Employee or Senior Discount

Some licence holders offer global discounts for specific types of clients–employees, seniors, veterans, etc. To create a group-specific discount, a licence holder should use a combination of sales channels and discounts to ensure that only eligible clients have access to the discount, and that any eligible client will receive a discount on every product they order. Required permission(s): sales_channel_read, sales_channel_create, sales_channel_update, discount_code_create Note*: This article uses an employee discount as an example, but the same process applies when setting up a discount for seniors, veterans, or another group.* 1. Visit the Sales Channels tab in the Settings module, and Create a New Sales Channel for employees. mceclip0.png 2. Open the new Sales Channel's Profile, and Add All Employees to the Sales Channel in the Clients section. mceclip1.png 3. Visit the Discounts module, and Create a Restricted Discount that only applies to clients in the Employees sales channel. 1. In step 2, leave the Expiry field blank. This ensures the discount will never expire. mceclip2.png 2. In step 4, add the Employee sales channel to the discount. This ensures that any client in the Employee sales channel will receive the discount. mceclip3.png 3. Click Save to save the new discount. mceclip4.png With the employee discount enabled, whenever an employee places an order through the Client Portal, they'll receive a notification at checkout reminding them to activate their employee discount. A Customer Service Representative–or CSR–can also apply discounts when creating an order on behalf of a client through the Orders module. Visit the Orders module to Apply a Discount to an Order or Apply a Line Item Discount.

Last updated on Feb 03, 2026

How to Create a New Discount

Licence holders can create discounts to promote specific products. Depending on the terms of the discount, the licence holder may create a discount with a checkout code or apply restrictions on which clients and products are included in the discount. Required permission(s): discount_code_read, discount_code_create Please note that the Cannabis Act imposes regulations that prohibit the use of discounts on cannabis products. Each licence holder should consult the Cannabis Act and develop Standard Operating Procedures–or SOPs–surrounding the use of discount codes. Create a Discount with a Checkout Code A discount with a checkout code is available to any patient who knows the code. This is ideal for small discounts that are available for a limited time, such as promotional discounts to attract new clients. To create a discount with a checkout code, follow the steps below: 1. In the Discounts module, click New.This opens a new Discount page. mceclip0.png 2. Enter information about the new discount in the fields in the Discount Details section. Be sure to include a distinct checkout code in theCheckout Codefield. - Visit the Discount Types tab to Add a New Discount Type. mceclip1.png 3. Click Save. This adds the new discount to the list on the Discounts module dashboard. Create a Restricted Discount For large or ongoing discount offers, a licence holder may add restrictions that limit which patients can claim the discount, and the product types included in the discount. 1. In the Discounts module, click New.This opens a new Discount page. mceclip0.png 2. Enter information about the new discount code in the fields in the Discount Details section. Be sure to leave the Checkout Code field blank. - Visit the Discount Types tab to Add a New Discount Type. mceclip2.png 3. To identify specific patients who will have access to the discount: 1. Navigate to the Patients section and click Add. This opens the Add Patients modal. mceclip3.png 2. Click the icon beside a patient to add them to the list. mceclip4.png - Note*: To remove a patient from the list, click the* icon. 4. To identify specific sales channels included in the discount: 1. Navigate to the Sales Channels section and click Add. This opens theAdd Sales Channels modal. mceclip5.png 2. Click the icon beside a sales channel to add it to the list. mceclip6.png - Note*: To remove a sales channel from the list, click the* icon. 5. To limit the product types included in the discount: 1. Navigate to theProduct Typessection and click Add. This opens theAdd Product Types modal. mceclip7.png 2. Click the checkbox beside a product type to add it to the list, or choose one of the options under the Quick Select heading to select multiple product types at once. 3. Click Add. mceclip8.png - Note*: To remove a product type from the list, click the* icon. 6. Click Save to create the new restricted discount. Visit the Orders module to Apply a Discount to an Order. Customer Service Representatives–or CSRs–can also manually Add Discounts to Specific Line Items in an order, rather than applying a discount to an entire order. Some licence holders offer employee discounts, senior discounts, or other discounts for a specific customer type. Learn how to use sales channels and discounts in combination to Create a Senior or Employee Discount.

Last updated on Feb 03, 2026