Thresholds allow you to set a credit or sales amount that each user must reach. Each user may have a different threshold amount (set in the user's profile), but all users follow the same settings for how credits are earned before and after their threshold is met.
Important: Thresholds change how credits are accrued. If you place or recalculate an order from a prior year, the user's current threshold amount will be used, which may differ from what it was during that fiscal year.
Enabling thresholds
- Navigate to Settings->Orders.
- Click the Thresholds tab in the sidebar.
- In the Order Thresholds section, set Order Threshold to Enabled.
- Configure the threshold settings as described below.
- Click the Save button.
Threshold settings
- Threshold Name — The name displayed for the threshold throughout Scrip Manager (for example, "Family Fee").
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Credit Before Threshold — The credit percentage users receive before their threshold amount is reached. Choose one of:
- Normal — Uses the default percentage split set for each gift card.
- User 0% — Sets the user's credit share to 0%.
- User 100% — Sets the user's credit share to 100%.
- Credit At/After Threshold — The credit percentage users receive once their threshold amount is reached. Choose Normal, User 0%, or User 100% (same options as above).
Note: The Credit Before/After settings are applied when an order is placed. Past orders are not affected unless you place or recalculate those orders.
Setting a user's threshold amount
The threshold amount itself — the credit or sales total each user must reach — is set in each user's profile, not on the Order Thresholds page.