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Change in handling of cart discounts? - not getting discount opportunities anymore

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  • Change in handling of cart discounts? - not getting discount opportunities anymore

    Hi - I'm supporting an organization that uses Woocommerce and C&P PaaS. Their website supports discounts (work exchange) that are applied to the cart at checkout. Up until a few months ago, a transaction with a discount would come in to Salesforce as one opportunity per cart item, plus a Discount opportunity. Sometime in the past 6 months, this behavior changed, and they now get an opportunity for each cart item (in Pledged stage), and no Discount opportunity.

    Here's an example of the behavior with the Discount opportunity:
    Order # 1604041759160376292 on 4/4/16
    C&P created Opportunity for $200 Posted and a Discount for ($83.37) Posted

    Here's an example of the current behavior without the Discount opportunity:
    Order # 1609131113369955646 on 9/13/16
    We expected an Opportunity for $180 Posted, and a Discount for ($180) Posted
    We got an opportunity for $180 Pledged, and no Discount opportunity

    Please help us understand what has changed, and how can we address it to either return to the previous behavior, or to understand the new behavior and how we can adjust our settings to record the transactions correctly in Salesforce.

    Salesforce org id 00Do0000000agMP
    Login granted

    Thank you!

  • #2
    Update after speaking with Kamran today: the problem appears to be only with transactions where the discount = the cart amount, and the net charge is $0. We suspect that the problem is with the WooCommerce plugin, or, more likely, the way it is installed on our website. Will provide Support with website access credentials.

    Comment


    • #3
      Update on the problem - I have asked support whether they need FTP access to the plugin folder but have no response. Also, we have noticed that the checkout for the $0 basket (for example, one item, one discount of equal value) is prompting for credit card information whereas it used to say Free and allow checkout without credit card information. We need your help to understand whether this is a problem in the WooCommerce plugin itself, or in the way we are using it.

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      • #4
        snesson

        We have actually identified the issue and are addressing it in an update shortly. This is not related to WP and related to how we post it to Salesforce.

        It should be done by ~ 1 p.m. ET. We will update you once the update is complete.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Has the update been completed? What component should we upgrade?

          Comment


          • #6
            Good day @snesson

            You no need to do anything. That is global update and it has been already updated. Please test it and let us know if you find any issues.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              I just ran a test and the problem still exists. The checkout still requests a credit card for a $0 balance (screenshot attached). It should not request credit card and should instead say "Free". The C&P Transaction has Payment Type = credit card (should be Free). There were 2 opportunities created - one for the original charge, one for the Discount. This is an improvement over last week, when the discount opportunity wasn't being created at all, but both the opportunities are in Pledged Stage - they should be Posted. So, in summary, I see a change in behavior (the creation of the Discount opportunity), but the behavior is still not correct.

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              • #8
                Good day @snesson

                In WooCommerce though the Cart amount is $0 it requires to enter the credit card details and it will simply pre-authorized the card. Regarding the opportunity stage, you have set up the stage for Pre-Authorized as "Pledged":
                Click image for larger version  Name:	Opp Stage.jpg Views:	1 Size:	52.9 KB ID:	30621



                Hope that answers your question. Let us know if we can be of any further assistance.
                Last edited by CnP.Support.AM; 02-13-2017, 06:47 AM.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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