Did You Know you can set up co-op dollars to automatically apply to orders?

You can set up co-op funds to be auto-applied to orders during checkout. If the allocated co-op funds do not cover the order total, then the user will have to pay the remaining balance with either a credit card or other payment option.

The user will have the ability to override the auto-apply and pay the entire balance with their own payment method if they want.

This feature can be applied on a customer or user group level.

Benefits to the Client

• Control user spending by allocating co-op funds and then prompting users to use those funds during checkout.
• Have co-op funds apply automatically for all users or granularly enable this feature per user group.

How It Works

To turn on Auto Apply Co-op Dollars for all users of a client:

• In the back end, go to Portals / Select a Customer / Settings.
• In the Price/Payment Settings section, find the Auto Apply Co-op Dollars setting.
• Set the Auto Apply Co-op Dollars option to “Yes”.
• Save.

To turn on Auto Apply Co-op Dollars for a user group:

• In the back end, go to Portals / Select a Customer / User Group / Select a User Group / Settings.
• In the Price/Payment Settings section, find the Auto Apply Co-op Dollars setting.
• Set the Auto Apply Co-op Dollars option to “Yes”.
• Save.

If you have any questions or need support, you can contact our support team at: support@propago.com

Find all of our Did You Knows here: Knowledge Library