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Understanding the “Discount Carry Forward” Options During Subscription Swaps

When a customer swaps one subscription product for another, the "Discount Carry Forward" setting in the Appstle Subscriptions app determines how discounts should be applied to the new (destination) product. This setting plays a key role in ensuring consistency in pricing or enabling new pricing logic based on your business needs.

Here’s a breakdown of the four options available:


1. No Carry Forward

  • What it does: The discount from the original (source) product is not carried over to the new (destination) product.

  • Example:

    • If the original product has a 50% discount, and the new product has a 20% discount or no discount at all, no discount will be applied to the new product.

    • The result: 0% discount on the swapped product, regardless of either product’s discount setup.


2. Existing Selling Plan

  • What it does: The discount from the original product is carried over and applied to the new product.

  • Example:

    • If the original product had a 50% discount, the new product will also receive the same 50% discount, even if its own selling plan has a different discount.

    • The result: The source product’s discount is retained after the swap.


3. Product Selling Plan

  • What it does: The discount set on the new product’s own selling plan is applied.

  • Example:

    • If the new product’s selling plan specifies a 20% discount, that is the discount that will apply—regardless of what discount the original product had.


4. Prioritize Product Selling Plan

  • What it does: Gives priority to the new product’s discount if it exists. If the new product doesn’t have a discount, then it applies the original product’s discount.

  • Example:

    • If the new product has a 20% discount and the original had 0%, the new product’s 20% discount is used.

    • If the new product has no discount, the system will then fall back to the original product’s discount, if any.


Summary Table

Option

Applies Source Discount

Applies Destination Discount

Fallback Behavior

No Carry Forward

❌

❌

No discount applied

Existing Selling Plan

✅

❌

Always uses source discount

Product Selling Plan

❌

✅

Uses only the destination product’s plan

Prioritize Product Plan

✅ or ❌

✅ if available

Falls back to source discount if needed


When to Use Each Option

  • No Carry Forward – Use when you want all swaps to reset pricing with no discounts.

  • Existing Selling Plan – Use when you want the original discount to stay consistent regardless of the new product.

  • Product Selling Plan – Use when each product has its own defined discount.

  • Prioritize Product Plan – Use when destination products may or may not have discounts, and you want flexibility.


If you need help configuring this setting or want to ensure it fits your business model, feel free to reach out to our support team at [email protected].

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