Allowing customers to add a discount code in Customer Portal

You can allow customers to apply an order-level discount code directly while editing their order in Customer Portal. This is useful when a customer has a code they forgot to use at checkout. This feature is disabled by default. This article will explain how to enable the setting and how it works.

Allow adding a discount code in Customer Portal

Steps

  1. From your Shopify admin, go to Apps > Cleverific Order Editor.
  2. Click Customer Portal.
  3. In your Customer Portal settings, navigate to the Discounts section and enable Let customers add a discount code to their order.

  1. Click Save in the top bar.

Grant permissions

To authorize Cleverific to read your discounts' setup, you need to grant permissions to do so. As soon as you first click to enable this setting, a pop-up should appear for you to update the permissions:

The staff member logging in needs the "Manage and install apps and channels" permission enabled in Shopify Admin (Settings → Users and permissions)

A couple of things worth knowing:

  • The store owner always has this permission by default.
  • For staff or collaborator accounts, it needs to be explicitly enabled. It controls app installation and approval of app charges, so approving new access scopes falls under it.
  • Without it, the permission modal can't be completed, and the feature will remain inaccessible until someone with the right permission approves it.

Apply a new discount code to an order

Note: Because Shopify does not allow applying a discount code directly to an existing order, the discount amount is applied across the line items accordingly rather than through the discount code line itself. This means it will not count toward the discount code's usage or performance reporting in Shopify.

Steps

  1. Open the Order Status Page.
  2. In the Change Order block, click Add discount code.

  1. Enter an eligible order-level discount code (See Supported discount types below)
  2. Click Apply.

  1. If the code is valid and meets any applicable requirements, the discount value is read and applied as a line-item discount split across eligible items.

Supported discount types

Only order-level discount codes can be added via Customer Portal.

Discount type Supported?
Order-level percentage code (e.g., 10% off) ✅ Yes
Order-level fixed-amount code (e.g., $10 off) ✅ Yes
Product-specific discount codes 🚫 No → returns an error
Collection-specific discount codes 🚫 No → returns an error
Free shipping codes 🚫 No → returns an error
Buy X Get Y codes 🚫 No → returns an error
Automatic discounts 🚫 No → apply automatically and cannot be entered manually

Known limitations

Scenario What happens
A code was already applied at checkout Returns an error. Only one code can be applied per order, regardless of the Combinations allowed on your Shopify’s discount page.
The code has a minimum purchase requirement that isn't met The code will not apply.
The code is limited to one use per customer and has already been used The code cannot be applied again.
The discount amount exceeds the order total Shopify caps the discount at the order total.
The customer makes further edits after applying the code Edits follow the same rules as any order with an active discount. See Customer Portal - Editing orders with an active discount code.
Customer Portal version Available in both the Customer Accounts (UI extension) and legacy Order Status Page versions.

Feel free to reach out to support@cleverific.com if you have any questions!