Introduction
You can configure your order settings with Rivo Loyalty to define how points on orders are awarded. With these settings, you can exclude tax, shipping and any applied discounts.
Order Settings
From the dashboard, go to Settings > Orders.
Under Order Settings, these are the available options for how points on orders are calculated:
Subtotal: This is the value of the order before any extras are applied. This is selected by default and cannot be unselected
Exclude coupon discounts used: Checking this means that discounts are ignored when points are calculated
Include taxes: Checking this means that taxes paid are included when points are calculated
Include shipping: Checking this means that the shipping paid is included when points are calculated.
Shopify tax settings & points calculation
Briefly, Shopify's tax settings work like this:
If All prices include tax = checked, the tax is included in the price that the customer sees. If your product is €20, the customer pays €20 + any shipping at checkout.
If All prices include tax = unchecked, the relevant tax is calculated and added at checkout. So, for a €20 product, the customer pays €20 + any tax + any shipping at checkout.
Below is a breakdown of how points are calculated depending on how you have configured your Shopify setting All prices include tax and our app’s setting Include taxes for points calculated on orders. In all of the examples below, the price of the product is €20 and the customer earns 1 point for every €1 spent on orders. For the sake of clarity the shipping in each example is free.
Prices include tax and points calculation includes tax
If your store's prices already include tax and you have set our app to include tax when points are calculated, points will be calculated based on the order subtotal.
Prices include tax and points calculation excludes tax
If your store's prices already include tax and you have set our app to exclude tax when points are calculated, points will be calculated based on the order subtotal minus the included tax.
Prices do not include tax and points calculation includes tax
If your store's prices do not include tax and you have set our app to include tax when points are calculated, points will be calculated based on the order subtotal plus the tax added at checkout.
Prices do not include tax and points calculation excludes tax
If your store's prices do not include tax and you have set our app to exclude tax when points are calculated, points will be calculated based on the order subtotal, before the tax is added at checkout.
