Discount

To access this page, go to Discount.

On this page, you can define discounts for products. Discounts can either be cart-based, or in the form of vouchers.Cart-based discounts allow you to create and apply special rules to cart content. For example, to give a discount for purchases over a certain sum. Vouchers are codes that customers can redeem during checkout. Voucher codes are grouped into pools to apply logic to multiple vouchers at once. You can generate a single voucher to be used by multiple customers or a pool of dedicated one-time per-customer voucher codes. Also, discounts can be set "exclusive". In terms of the way a discount is calculated, there are two types of discounts: percentage discount and fixed amount discount.

From this page, you can:

Graphic User Interface

# Element Description
1 Show [number] entries Here, you can select how many items you want to see in the list of orders (10, 25, 50, 100).
2 Search This field is for searching the discounts.
3 Name A unique discount identifier. Click on the Name cell to sort the list by name in either ascending or descending order.
4 Amount Either a fixed-price or a percentage based discount value.
5 Type Discount type (voucher or cart rule).
6 Period Validity interval of discount. Discount is active between the specified dates, inclusive.
7 Status Discount status (active or inactive). Discount can be used if its status is "active".
8

Exclusive

Discount exclusivity (true or false). If the status is "true", discount cannot be used together with other discounts.

9 Store Shows what stores the discount can be used in.
10 Actions A set of actions you can do with discount.
11 Showing [number 1] to [number 2] of [number 3] entries Shows how many entries ([number 1] to [number 2]) are displayed in the table. [number 2] depends on the value set in Show [number] entries (2), [number 3] represents total number of entries in the merchants table.
12 Previous [page number] Next

[page number] is the number of page you are currently on. Here you can switch to the previous page or to the next page.

Managing the Discount list

To access this page, go to Discount.

Ech discount row displays discount details, such as, for example, name, amount, type and period. See description of each column in List of Discount table in Graphic User Interface.

By default, the last created discount goes on top of the table. However, you can sort and search the list of discount.

All columns with headers having arrows in the List of Orders table, are sortable. I.e. you can sort the list of orders by Discount ID, Name, Amount, Status and Exclusive.

Value, by which the List of Discounts is currently sorted, is marked with . For example, in the image below, the list of discounts is sorted by status in descending order.

Managing Discounts

All the discount management options are described in the table below.

Action Description
Edit Takes you to the Edit Discount page. Here, you can modify discount settings or generate voucher codes if it is a voucher discount.
View Takes you to the View Discount page. Here, you can find all the information about a chosen discount.
Add code You can see this action only if the chosen discount is of a voucher type. It takes you directly to the Voucher codes tab of the Edit Discount page. Here, you can generate new voucher codes, export or delete the ones that are already created.
Aсtivate/Deactivate Makes a discount usable or unusable. If a voucher discount is deactivated, its codes are invalid when entered in cart. If a cart rule is deactivated, it won't be automatically applied even if the discount rules are fulfilled.

Creating a Discount Voucher

To create a voucher you need to define general information (e.g. name, validity period), discount rules, discount items and when you want the discount to be applied.

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

  1. On the left navigation bar, select Discount.
  2.  

You will be taken to the Discount page.

  1. Click Create new Discount in the top right corner.
  2. You will be taken to the Create new discount page.

    General Information Tab

  3. In Store relation check the stores you wish the discount to be active in.
  4. In Discount Type, select Voucher codes.
  5. In the Name field, specify the name for the voucher
  6. Enter the Description for the voucher (optional)
  7. The name and the description should be meaningful to help other back-office application users understand what the discount does. Besides, the given name is displayed in the customer's cart when redeeming the voucher. Therefore, it must be unique.

  8. Specify if the voucher is exclusive.
    An exclusive discount can only be used on its own. You cannot apply other discounts with an exclusive one, unless a higher exclusive discount is used. Then, the higher discount is redeemed. Non-exclusive vouchers can be redeemed in conjunction with other non-exclusive discounts.
  9. Specify the validity interval (lifetime) of the voucher.
  10. Vouchers are redeemable between Valid From and Valid Until dates, inclusive.

    In the example below, the voucher can be redeemed starting from 1/1/2016 until 31/12/2017.


    Discount Calculation Tab

  11. Switch to the Discount Calculation tab.
    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 €

  12. Select the discount type from the Calculator type drop-down menu and specify the Value.

  13. Select Discount collection type and define what products the voucher will be applied to.
  14. Query String

    You can use a query to define discount conditions. Only products that satisfy the query's conditions are discountable. Queries also define if the discount is applied to one or several products. Discount conditions are set by using either Query Builder or by specifying a Plain query.

    Use the Query Builder to construct queries (guided) or the Plain query field to enter them (free text). You can switch between both modes by clicking the corresponding button

    Incomplete queries cannot be transferred between the two modes.

    Query Builder

    Plain Query


    The query builder 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 field (e.g. attribute.color), operator (e.g. equal: =) and value (e.g. blue) tokens. The fields and values are defined by your shop data.

    These tokens are used when entering plain queries too. The plain query pattern is as follows:


    You can find plain query examples in the table below.

    Plain query Explanation

    day-of-week = '1'

    Discount applies if the order is placed on Monday

    shipment-carrier != '1' AND price-mode = 'GROSS_MODE'

    Discount applies if the shipment carrier with the attribute "1" is not chosen and gross pricing is selected.

    currency != 'EUR' OR price-mode = 'GROSS_MODE'

    Discount applies if the selected currency is not Euro or the pricing mode is gross.

    Discount promotion to product

    Sometimes, it is more profitable to give away free products or provide a discount for the products that are not yet in cart instead of the ones that are already there. This discount collection type enables you to do just that. When a customer fulfills the discount conditions, the promotional product appears below other items. The SKU of the promotional product you wish to be available for adding to cart is entered in Abstract product sku. Then, enter the Quantity of the chosen promotional product to be available for adding to cart.

  15. You can either give away the promotional product completely for free or provide a discount for this product by specifying the percentage value or a fixed amount to be discounted from the promotional product's price in step ten (when giving the product for free, the percentage value should be 100% while the fixed-price value should be equal to the product's price).

  16. Conditions

  17. Switch to the Conditions tab. Add a set of conditions on which the voucher is applied.
  18. Vouchers can be linked to one or more conditions (also called decision rules). Vouchers are only redeemed if all linked conditions are satisfied.

    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, leave the query builder empty.

  19. Click Save to create the new voucher.
    Once done, you will see a message about successful voucher creation and a new Voucher codes tab.
  20. Voucher codes

  21. Switch to the Voucher codes tab.
  22. Here, you can generate and view voucher codes (if they were already created). The list is empty until codes are generated.

  23. Enter the Quantity of voucher codes you want to generate.
  24. Enter a Custom code and set the Add Random Generated Code Length.
    When generating a single voucher code, you can enter it manually. If you want to create multiple codes at once, add a "Random Generated Code Length" to the custom code. This value defines the number of random characters to be added to the custom code. Use the placeholder [code] to indicate the position you want random characters to be added to.
  25. Set the Maximum number of uses.
  26. Define the maximum number of times a voucher code can be redeemed in a cart.

    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.

  27. Click Generate to complete the process.
  28. The voucher codes will be generated according to your specifications. The codes will be displayed in the table at the bottom of the page.

  29. Click Activate in the top right corner to activate the voucher.

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

Creating a Cart Rule Discount

A cart rule is a discount that is applied automatically when all attached discount conditions are fulfilled and if the cart rule is active. It does not require any input from the customer.

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

Follow the steps described below to create a new cart rule discount.

  1. On the left side navigation bar, select Discount.
  2. You will be taken to the Discount page.

  3. Click Create new Discount in the top right corner.
  4. General Information Tab

  5. You will be taken to the Create new discount page. Check the Store relation, select the Discount type and enter a Name and Description.
  6. As a discount type select Cart Rule. The name and the description should be meaningful to help other back-office application users understand what the discount does. Besides, the given name is displayed in the customer's when conditions are fulfilled and the discount is to be applied. Therefore, it must be unique.

  7. Specify if the cart rule is exclusive.
  8. The exclusivity option conditions if the discount can be combined with other discounts.

    An exclusive discount is applied only on its own. It discards all other discounts unless a higher exclusive discount is applied. In that case, the exclusive discount that offers a higher discounted value is redeemed. Customers can redeem non-exclusive discounts simultaneously.
  9. Specify the validity interval (lifetime) of the cart rule.
  10. The cart rule will be active between Valid From and Valid Until dates, inclusive.

    In the example below, the cart rule is active starting from 1/1/2016 until 31/12/2017.

    Discount Calculation Tab

  11. Switch to the Discount Calculation tab.
  12. The discount can be calculated intwo ways:

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

    Example:

    Product PriceCalculator PluginAmount Discount AppliedPrice to Pay

    50 €

    Calculator Percentage

    10

    5 €

    45 €

    50 €

    Calculator Amount

    10

    10 €

    40 €

  13. Select the discount type from the Calculator type drop-down menu and specify the Value.
  14. Select Discount collection type and define what products the voucher will be applied to.
  15. Query String

    You can use a query to define discount conditions. Only products that satisfy the query's conditions are discountable. Queries also define if the discount is applied to one or several products. Discount conditions are set by using either Query Builder or by specifying a Plain query.

    Use the Query Builder to construct queries (guided) or the Plain query field to enter them (free text). You can switch between both modes by clicking the corresponding button (note: incomplete queries cannot be transferred between the two modes).

    Query Builder

    Plain Query


    The query builder 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 field (e.g. attribute.color), operator (e.g. equal: =), and value (e.g. blue) tokens. The fields and values are defined by your shop data.

    These tokens are used to build plain queries too. The pattern of the plain query is as follows:


    You can find plain query examples in the table below.

    Plain query Explanation

    day-of-week = '1'

    Discount applies if the order is placed on Monday

    shipment-carrier != '1' AND price-mode = 'GROSS_MODE'

    Discount applies if the shipment carrier with the attribute "1" is not chosen and gross pricing is selected.

    currency != 'EUR' OR price-mode = 'GROSS_MODE'

    Discount applies if the selected currency is not Euro or the pricing mode is gross.

    Token descriptions are located in these tables.

    Discount promotion to product

    Sometimes, it is more profitable to give away free products or provide a discount for the products that are not yet in cart instead of the ones that are already there. This discount collection type enables you to do just that. When a customer fulfills the discount conditions, the promotional product appears below other items. The SKU of the promotional product you wish to be available for adding to cart is entered in Abstract product sku. Then, enter the Quantity of the chosen promotional product to be available for adding to cart.

    You can either give away the promotional product completely for free or provide a discount for this product by specifying the percentage value or a fixed amount to be discounted from the promotional product's price in step seven (when giving the product for free, the percentage value should be 100% while the fixed-price value should be equal to the product's price).

    Conditions

  16. Define the conditions on which the cart rule is applied.
  17. A cart rule can have one or more conditions (also called decision rules) linked to it. The cart rule is redeemed 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.

  18. Click Save to create the cart rule. You will be taken to the Discount List page.
  19. In Actions column, click Activate in the top right corner to activate the voucher.

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