Discount

To access this page, go to Discount.

At this place, you can define discounts for products. The discounts can either be cart-based, or they can be in form of vouchers. The cart-based discounts allow you to create special rules and apply them to cart content. For example, giving a discount for purchases over a certain sum. Vouchers represent codes that can be given to customers so that they can redeem them in the checkout. Voucher codes are grouped into pools. It is possible to create single vouchers that can be used by multiple customers or a pool with dedicated one-time voucher codes per customer.

Discounts in general can be set to be exclusive. An exclusive discount will only be applied alone. It discards all other discounts unless there is a higher discount provided by another exclusive discount. Then the higher one is redeemed. Non-exclusive vouchers can be redeemed in combination with other non-exclusive discounts.

In terms of the way a discount is calculated, there are 2 types of discounts: percentage discount and fixed amount discount.

From this page you can:

Create a discount voucher

Create a cart rule discount

Creating a Discount Voucher

The creation of a voucher consists of 4 steps:

  1. Define the general information (e.g. name, validity period)
  2. Define the rules and items on which the discount should be applied
  3. Define when to apply the discount
  4. Generate the voucher codes that can be used by the customers to redeem the discount

The following steps will help you create a voucher for your shop:

1.

On the left side navigation bar, select Discount

 

2.

Click on the Create new Discount button in the top right corner

3.

Select discount type and enter name and description

 

As a discount type select “Voucher codes”. The name and the description should be meaningful for the ones using the back-office application.

Discount Name
The given name will be displayed to the customer in the cart when redeeming the voucher and it must be unique.

4. Set up if the voucher is exclusive

 

The exclusivity option conditions if the discount can be combined or not.

Exclusive Discounts
An exclusive discount will be applied only alone. It discards all other discounts unless there is a higher discount provided by another exclusive discount. In that case, the exclusive discount that offers a higher discounted value is redeemed. Non-exclusive discounts can be redeemed in combination with other non-exclusive discounts.

5. Setup the validity interval for the voucher

 

The voucher will be redeemable starting on the Valid From date until the Valid Until date, inclusive.

For the example below, the voucher can be redeemed starting from 1/1/2017 until 31/12/2017.

6. Switch to the tab Discount Calculation The discount can be calculated in two ways:

 

  • Percentage Value: the discount is calculated as a percentage from the discounted items
  • Fixed Value: a fixed amount is discounted

Example:

Product Price Calculator Plugin Amount Discount Applied Price to Pay

50 €

Calculator Percentage

10

5 €

45 €

50 €

Calculator Amount

10

10 €

40 €

7.

Define the conditions on which the discount can be applied

 

To define what to apply the discount to, you can enter a query. Only those products that satisfy the conditions in the query are discountable. Hence, this query defines the criteria for your discount to be applied to one or many products.

To build the query you may either use the Query Builder, a tool to help you construct the query in the correct way, to specify the level at which the discount will be applied or enter your query in the plain query field, a simple input field. You can switch between both modes as you like (Note that an incomplete query cannot be transferred between the two modes).

Query Builder & Plain Query
The query builder tool lets you combine different conditions with connectors (AND and OR). Multiple conditions (rules) can be added and grouped in this way. Each condition (rule) consists of a field (e.g. attribute.color), an operator (e.g. equal: =), and a value (e.g. blue). The fields and values are defined by your shop data.

  Description

Fields

The available fields may include SKU, item-price, item-quantity or a variety of attributes (e.g. attribute.color).

Operator

The operator compares the value of a field on the left with the value(s) on the right (e.g. equals ‘=’, greater than ‘>’). If the expression evaluates to true, the discount can be applied.

Value

The types of the values must be accordingly with the selected field. The asterisk (*) matches all possible values.

Combine Conditions

‘AND’ and ‘OR’ operators are used to combine conditions.

Grouping

When building more complex queries, conditions may grouped inside brackets ‘( )’

Fields and value types

Field Field for plain query Value Type Description

Calender week

calender-week

Number

Week number in year (1-52)

Day of week

day-of-week

Number

Day of week (1-7)

Grand total

grand-total

Number (Decimal)

The sum of all totals

Sub total

sub-total

Number (Decimal)

The sum of item prices w/o shipment expenses and discounts

Item price

item-price

Number (Decimal)

The price of one item

Item quantity

item-quantity

Number

The number of items

Month

month

Number

Month of year (1-12)

SKU

sku

String

Any value, depends on how skus are stored

Time

time

hour:minute

Time of the day

Total quantity

total-quantity

Number

Total cart quantity

Attribute

attribute.*

String, number

Any value

Customer Group

customer-group

String

Any value, use customer group name for exact match

Operators

Operator Operator for plain query Value type Description

Contains

CONTAINS

String, Number

Checks if the value is contained in field

Doesn’t contain

DOES NOT CONTAIN

String, Number

Checks if the value is not contained in field

Equal

=

String, Number

Checks if the value is equal to the value of right operand

Not Equal

!=

String, Number

Checks if the value is not equal to the value of right operand

In

IS IN

List

Values need to be semicolon separated

Not In

IS NOT IN

List

Values need to be semicolon separated

Less

<

Number

Checks if the value is less than the value of right operand

Less or equal

<=

Number

Checks if the value is less than or equal to the value of right operand

Greater

>

Number

Checks if the value is greater than the value of right operand

Greater or equal

>=

Number

Checks if the value is greater than or equal to the value of right operand

Query Builder

Plain Query

8. Add a set of conditions for your new voucher

 

A voucher can have one or more conditions (also called decision rules) linked to it. The voucher can be redeemed if and only if every condition linked to it is satisfied.

Again, the conditions are created in the form of a query and may be entered as a plain query or via the query builder.

If you don’t need to add a condition, you can leave the query builder empty.

9. Press save to proceed to generating voucher codes in the voucher codes tab

 

Here you have the option to generate new voucher codes or view voucher codes (if they were already created). Being that we just created the voucher, the list will be empty at this moment.

10. Enter the quantity of voucher codes you want to generate

 

You can generate a single voucher code or multiple voucher codes.

11. Enter a Custom Code

 

Enter your custom code as a string. If selected in the next step, additional random characters are added at the end of this string.

Use the placeholder [code] to indicate the position where you want the random characters to be added.

In the case that you choose to only create one voucher code, the code will be as defined by you. If you choose to create multiple voucher codes at once, you need to add a random generated code length to the custom code (next step).

12. Set the Random Generated Code Length

 

When generating multiple voucher codes, a random number of characters will be added to the entered custom code. This number has to be set according to the number of codes you need to generate, so that it is possible that distinct voucher codes get generated.

13. Set the Maximum number of uses

 

For the new voucher codes a maximum number of uses needs to be defined.

Value Behavior

0

Infinitely redeemable

1

The voucher can be redeemed once

n > 1

The voucher can be redeemed n times.

Voucher Code Pool
The voucher codes of a discount are all contained in the same voucher code pool. One customer may only redeem one voucher code per pool per cart.

14.

Click, Generate to complete this process.

 

The voucher codes will be generated according to your specifications. The list of codes appears at the bottom of the page in the table.

15. Click, Save and activate your voucher

 

Even if a voucher is valid and the decision rules are satisfied, a voucher can be redeemed only if it’s currently active.

This is everything you need to do for creating the voucher.

Creating a Cart Rule Discount

A cart rule is a discount that is contained in the cart and needs no input from the customer. If the discount is active, valid and the cart satisfies the linked conditions, then it’s automatically calculated for the order.

Creating a Cart Rule
The steps for creating a cart rule are similar to the ones for creating a voucher, except you don't need to generate voucher codes for it.

You can follow the steps described below to create a new cart rule discount.

1.

On the left side navigation bar, select Discount

2.

Click on the Create new Discount button in the top right corner

3.

Select discount type and enter name and description

As a discount type select Cart Rule. The name and the description should be meaningful for the ones using the back-office application.

Discount Name
The given name will be displayed to the customer in the cart when redeeming the voucher and must be unique.

4.

Set up if the cart rule is exclusive

The exclusivity option conditions if the discount can be combined or not.

Exclusive Discounts
An exclusive discount will be applied only alone. It discards all other discounts unless there is a higher discount provided by another exclusive discount. In that case, the exclusive discount that offers a higher discounted value is redeemed. Non-exclusive discounts can be redeemed in combination with other non-exclusive discounts.

5.

Setup the validity interval for the cart rule

The cart rule will be active starting with the Valid From date until the Valid Until date inclusive.

For the example below, the cart rule is active starting from 1/1/2017 until 31/12/2017.

6.

Switch to the tab Discount Calculation

The discount can be calculated two ways:

  • Percentage Value: the discount is calculated as a percentage from the discounted items
  • Fixed Value: a fixed amount is discounted

Example:

Product Price Calculator Plugin Amount Discount Applied Price to Pay

50 €

Calculator Percentage

10

5 €

45 €

50 €

Calculator Amount

10

10 €

40 €

7.

Define the conditions on which the discount can be applied

In order to define what to apply the discount to, you can enter a query. Only those products that satisfy the conditions in the query are discountable. Hence, this query defines the criteria for your discount to be applied to one or many products.

To build the query you may either use the Query Builder, a tool to help you construct the query in the correct way, to specify the level at which the discount will be applied or enter your query in the plain query field, a simple input field. You can switch between both modes as you like (Note that an incomplete query cannot be transferred between the two modes).

Query Builder & Plain Query
The query builder tool lets you combine different conditions with connectors (AND and OR). Multiple conditions (rules) can be added and grouped in this way. Each condition (rule) consists of a field (e.g. attribute.color), an operator (e.g. equal: =), and a value (e.g. blue). The fields and values are defined by your shop data.

  Description

Fields

The available fields may include SKU, item-price, item-quantity or a variety of attributes (e.g. attribute.color).

Operator

The operator compares the value of a field on the left with the value(s) on the right (e.g. equals ‘=’, greater than ‘>’). If the expression evaluates to true, the discount can be applied.

Value

The types of the values must be accordingly with the selected field. The asterisk (*) matches all possible values.

Combine Conditions

‘AND’ and ‘OR’ operators are used to combine conditions.

Grouping

When building more complex queries, conditions may grouped inside brackets ‘( )’

Fields and value types

Field Field for plain query Value Type Description

Calender week

calender-week

Number

Week number in year (1-52)

Day of week

day-of-week

Number

Day of week (1-7)

Grand total

grand-total

Number (Decimal)

The sum of all totals

Sub total

sub-total

Number (Decimal)

The sum of item prices w/o shipment expenses and discounts

Item price

item-price

Number (Decimal)

The price of one item

Item quantity

item-quantity

Number

The number of items

Month

month

Number

Month of year (1-12)

SKU

sku

String

Any value, depends on how skus are stored

Time

time

hour:minute

Time of the day

Total quantity

total-quantity

Number

Total cart quantity

Attribute

attribute.*

String, number

Any value

Operators

Operator Operator for plain query Value type Description

Contains

CONTAINS

String, Number

Checks if the value is contained in field

Doesn’t contain

DOES NOT CONTAIN

String, Number

Checks if the value is not contained in field

Equal

=

String, Number

Checks if the value is equal to the value of right operand

Not Equal

!=

String, Number

Checks if the value is not equal to the value of right operand

In

IS IN

List

Values need to be semicolon (;) separated

Not In

IS NOT IN

List

Values need to be semicolon (;) separated

Less

<

Number

Checks if the value is less than the value of right operand

Less or equal

<=

Number

Checks if the value is less than or equal to the value of right operand

Greater

>

Number

Checks if the value is greater than the value of right operand

Greater or equal

>=

Number

Checks if the value is greater than or equal to the value of right operand

Query Builder

Plain Query

8.

Add a set of conditions for your new cart rule

A voucher can have one or more conditions (also called decision rules) linked to it. The voucher can be redeemed if and only if every condition linked to it is satisfied. Again, the conditions are created in the form of a query and may be entered as a plain query or via the query builder.

If you don’t need to add a condition, you can leave the query builder empty.

Example: Discount is applied if five or more items are in the cart and it is Tuesday or Wednesday.

9.

Hit Save and activate your cart rule

Even if a cart rule is valid and the decision rules are satisfied, a cart rule can be redeemed only if it’s currently active.

This is everything you need to do for creating the cart rule.