Drop the discount
The customer loses a deal over a change they didn't make.
CostFrustration the moment they read the receipt.
Substitutions, weight changes and stockouts adjust the promotion automatically, without stopping fulfillment.
What did the picker substitute?
The 3-for-2 stays and the total doesn't change: $8.00.
Only the 3-for-2 comes off. The rest of the order stays the same.
Applies an alternate benefit: a code for next time.
It doesn't happen in the cart. It happens after payment, during fulfillment, once the promotion has been calculated and nobody looks at it again.
They add three half gallons of milk and qualify for a 3-for-2.
The order goes to fulfillment with the promotion applied.
The picker substitutes a different brand, size, flavor or weight.
The order changed. Technically, the 3-for-2 no longer applies.
Without an engine that re-evaluates the order, every substitution ends in one of these. None of them leaves anyone happy.
The customer loses a deal over a change they didn't make.
CostFrustration the moment they read the receipt.
Pickers do the math, or IT issues a refund after the fact.
CostOperations time and internal tickets.
To avoid recalculating, the order ships incomplete.
CostA lost sale and a customer who didn't get what they ordered.
It happens every day.
It's an architecture problem: the promotion is calculated once, before the order is done changing.
Payloot detects the change, re-checks eligibility and applies the right benefit, with no one stepping in and without stopping fulfillment.
If the substitute meets your rules, the discount stays.
If the rule no longer holds, only the affected part of the benefit comes off. The order keeps moving.
For major substitutions, Payloot applies an alternate benefit or issues a code for next time.
The milk 3-for-2 under each outcome. You can try all three in the example order at the top of this page.
| Outcome | What changed at pick time | What Payloot does | What your customer sees |
|---|---|---|---|
| Keep | Whole milk swapped for lactose-free, same size | The substitute meets the rule, so the 3-for-2 stays | Their full order with the deal intact |
| Remove | Whole milk swapped for almond milk | The substitute doesn't qualify, so only the 3-for-2 comes off | A clear note on which promotion came off and why |
| Replace | Whole milk swapped for powdered milk | A major change, so it applies an alternate benefit | A code for their next order |
Illustrative example. Amounts in each scenario depend on your prices and rules.
Recalculation matters most for retailers that fulfill online orders from inventory that shifts between purchase and delivery.
Substitutions at pick time and volume deals, like a 3-for-2, that shift with any edit to the order.
Swaps for an equivalent brand or a different pack size.
Vintage, label or format changes in bundles and gifts with purchase.
Recalculation connects through our REST API to the system that manages your orders. Here's where it applies.
{
"order_id": "8821",
"picker_substitute": true,
"items": [ ... ]
}
> 200 OK - recalculated
Illustrative call. Your team gets the full reference when the integration starts.
Most retailers handle substitutions with whatever they already have: their ecommerce platform's built-in promotions, or the judgment of whoever picks the order.
| Criteria | Built-in ecommerce promotions | Manual fixes | Payloot |
|---|---|---|---|
| Re-evaluates the promotion when the order changes | Checkout only | Up to the picker | Every change |
| Works without anyone correcting the order | No | No | Yes |
| Customers keep the deal they earned | Lose the discount | Varies by order | Yes |
| No IT tickets or after-the-fact refunds | No | No | Yes |
This comparison describes common approaches. Individual tools may vary.
Payloot recalculates the order and keeps, removes or replaces the promotion based on your business rules.
No. The system detects the change and applies the right benefit with no one stepping in and without pausing fulfillment.
Typically with card payments. Other payment methods and special flows are scoped with our professional services team.
The price difference can be handled several ways. We define the approach with you during implementation, based on how you operate.
No. Interest-free installment plans, common in Mexico as meses sin intereses, are a payment method. And for security, card BINs aren't used inside the platform. Neither takes part in recalculation.
The rules that recalculation re-evaluates when an order changes.
Test every rule with its exact breakdown before it goes live.
Points and store credit on the same engine that recalculates your orders.
We'll show you how your current promotions hold up when an order changes at pick time.