Manage Flexible Discounts

Partners can get flexible discounts for a product in a specific market segment and country. These discounts can be applied while placing the order or creating a subscription. For detailed guidance on managing Flexible Discounts through APIs, refer to Manage Flexible Discounts using APIs.

Testing flexible discounts in Sandbox

You can explore and test the Flexible Discounts feature in the Sandbox environment using the following options:

View the available flexible discounts

Go to Portal Resources > View Available Flex Discounts to view the available flexible discounts, as shown in the following figure:

Available Flexible Discounts

You can view Flexible Discounts applicable for all countries by selecting All Countries, as shown in the following figure:

All countries option

The UI displays a list of current discounts, including the following details:

You can use the discount code while placing an order using the Create Order API.

Note: In the Sandbox environment, Flexible Discounts that include the term "FAILURE" in both the name and the code are specifically intended for validating failure scenarios. These codes are designed to always fail when used in PREVIEW and NEW order flows. All other discount codes can be used to validate successful application scenarios. Example:

Flex discounts with name and code with the term FAILURE in it

Edit reusable flexible discounts

Reusable flexible discounts allow partners to continue using a discount for a customer even after the discount end date, provided the discount is still within its discount lock end date and the customer has already used the discount before the original end date.

The discount lock end date is exposed in the Get Flexible Discounts API response and in the UI for reusable flexible discounts:

Edit reusable flexible discounts

Partners can edit the end date of reusable flexible discounts of customers belong to them. This capability allows partners to continue using a reusable discount after its end date but before the discountLockEndDate. You can modify the end date of a reusable discount in the Edit Reusable Flex Discounts tab, as described in the workflow below. The updated end date must be later than the flexible discount start date and earlier than the discountLockEndDate.

Note: The time displayed in the UI, the Get Flexible Discounts API, and the Get Orders API is in UTC.

Workflow to reuse a flexible discount after its end date

To allow a customer to continue using a reusable flexible discount after its end date but before the discount lock end date, partners can perform the following steps:

  1. Discover reusable flexible discounts

    Use the Get Flexible Discounts API and identify reusable flexible discounts by checking the presence of the discount lock end date.

  2. Use the flexible discount before its end date

    Place an order for the customer using the reusable flexible discount before the discount end date.

  3. Update the discount end date using the UI

    After the order is completed, go to Portal Resources > View Available Flex Discounts > Edit Reusable Flex Discounts.

  4. Select the relevant reusable flexible discount and update its end date to a date that is later than the order creation date.

  5. Reuse the flexible discount after its end date

    Even though the discount end date has passed, the reusable flexible discount can still be used for the same customer as long as the current date is before the discount lock end date.

  6. Also customer can do PREVIEW_RENEWAL without line items to see how reusable discount is auto applied in preview renewal response, and can later enjoy same discount in Auto renewal order.

Example for editing the end date of reusable flexible discounts:

Note: The time displayed in the Edit Reusable Flex Discounts UI tab, the Get Flexible Discounts API, and the Get Orders API is in UTC.

View flexible discounts applied to an Order

If a Flexible Discount is applied during order placement, its details can be viewed from the Order screen. For example, in Manage Records > Orders, the discount information appears within the lineItems section, as illustrated in the following figure:

View Flexible Discounts applied to an order

The flexDiscounts section displays the discount code and indicates whether it was successfully applied to the order.

View flexible discounts applied to a Subscription

In Manage Records > Customers, the subscription details display any flexible discounts applied for the upcoming renewal. Points to note: