Discounts

A discount applies a modifier to a product’s base price. It can be an absolute number or a percentage, and can be applied to a limited number of products or to the entire catalog. It can be available to all buyers or to a defined user segment, or to a more narrowly defined group of customers that meet certain qualifications. Unlike a price list, a discount always reduces the base price.

Creating a Discount

  1. Go to Site MenuCommerceDiscounts and click on the Add button at the top right.

  2. Fill out the Add Discount Form (see below) then click Publish.

    Discounts have targets:

  3. If you chose Apply to Products (see the Add Discount form below), a Products tab appears. Click it and then click the Add. Check the box next to the products you want and click Add.

  4. If you chose Apply to Categories, a Categories tab appears. Click it and then click Select. Choose any number of categories and click Done. Then click Save.

Adding Rules to a Discount

You can create rules that limit the buyer’s discount conditions. There are three types of rules:

Cart Total: Buyers can benefit from the discount if their orders contain products worth a specified amount.

Has all of these products: Buyers can benefit if their orders include all from a list of specified products.

Has one of these products: Buyers can benefit if their orders contain at least one from a list of specified products.

Follow these steps:

  1. Create a discount or choose an existing one at Site MenuCommerceDiscounts.

  2. Click the Rules tab and select one of the above types from the drop-down menu.

  3. If you chose the Cart total type, enter an amount in the field that appears.

    If you chose any other type, click the Select button and check the box next to each appropriate product. Click Add.

  4. Click Save.

Add Discount Form

The Add Discount form contains the following fields:

Title: Give the discount a name.

Target: Select the discounts target from the drop-down box. You have five options:

  • Apply to Categories: Apply the discount to selected product categories.

  • Apply to Products: Apply the discount to individually selected products.

  • Apply to Shipment: Apply the discount to shipping costs.

  • Apply to Subtotal: Apply the discount to orders before shipping and taxes.

  • Apply to Total: Apply the discount to orders after shipping and taxes are added.

User Segment: To allow only certain customers to take advantage of the discount, click Select and choose a segment or segments. See user segmentation for details.

Coupon Code: Set the toggle to Yes and enter text in the field that appears. Customers must enter that text to take advantage of the discount.

Use Percentage: Set the toggle to Yes to express the discount amount as a percentage off the list price. Set it to No to enter a set amount.

Maximum Discount Amount: Set the maximum amount by which a product or order can be discounted. If this field is left at zero, no discount is applied. This field only appears when the Use Percentage toggle is enabled.

Level 1: Set the order discount percentage. Hit the Add button next to the field to create a discount series up to four levels deep. This field only appears when the Use Percentage toggle is enabled.

Discount Amount: Set the currency amount reduced from each discounted product or order. This field only appears when the Use Percentage toggle is disabled.

Active: This box must be checked for the discount to be applied.

Schedule: Enter a display and expiration date to limit the time in which the discount applies. Alternately, check Never Expire to ignore the expiration date.

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