Discounts and credits
UltraCart order entry supports several ways to reduce the order total: coupon codes, gift certificates, store credit, and pricing tiers. You can also assign a sales rep, add custom fields, and include a gift message or special instructions.
Overview
Discount and credit options appear in the right column of the shipping section and in the rows below it. Most of these features are optional and only appear when configured for your account.
Coupons
You can apply coupon codes to the order in two ways:
Manual entry — type a coupon code in the text field and add it
Dropdown selection — select from a dropdown list of available coupons pre-loaded from your account
Applied coupons appear below the input with a remove button next to each one. UltraCart validates coupon codes on the server when the cart is saved, so invalid or expired codes are rejected with an error message.
You can apply multiple coupons to a single order, subject to your coupon stacking rules.
Gift certificates
Enter a gift certificate code to apply it to the order. If your account requires a PIN for gift certificate redemption, a PIN field appears alongside the code input.
After saving, UltraCart displays the applied amount and the remaining balance on the gift certificate. If the gift certificate (combined with any store credit) covers the full order total, the payment method section is hidden since no additional payment is needed.
Store credit
Store credit uses a customer's internal gift certificate balance. This option is only available when:
A customer profile is linked to the order
The linked customer has a positive store credit balance
When available, a Use Store Credit toggle appears with the customer's available balance displayed. Toggle it on to apply the store credit toward the order total.
If store credit and any gift certificates together cover the full order total, the payment method section is hidden.
Pricing tiers
If your account has non-default pricing tiers and a customer profile is linked, pricing tier toggles appear in the address section. Selecting a tier triggers UltraCart to recalculate all item prices on the server based on that tier's pricing rules.
See Customers and addresses for details on where pricing tiers appear in the interface.
Sales rep
When sales rep codes are configured on your account, a dropdown appears for assigning a sales rep to the order. Select the appropriate rep to associate the order with them for commission tracking and reporting.
Custom fields
If your account has custom fields configured (up to 7), they appear in a dedicated section below the gift message. Each field can be either a free-text input or a dropdown with predefined values, depending on your configuration.
Gift message and special instructions
Two optional text areas appear below the order options:
Gift message — a message from the customer to be included with the order. The maximum length is set by your account configuration.
Special instructions — notes from the agent about the order, such as handling preferences or internal remarks.