Documentation

Creating a Discount

Follow the steps below to create a discount by selecting the discount type, the target customers, and setting the discount rates. Once the discount has been created, specify additional conditions to qualify for the discount.

To create a new discount:

  1. Go to the Global ApplicationsCommerceDiscounts.

  2. Click the (Add) button to add a new Discount.

  3. Enter a name: Spring Sale.

  4. Select a discount type (for example, Apply to Subtotal) from the Apply to drop down. (See Discount Types to learn more about the different discount types.)

  5. Select Percentage or Fixed Amount from the Type dropdown menu.

    Create a new discount.

  6. Click Submit.

Configuring a Discount

You can specify a discount’s details, such as the percentage (if using a percentage based discount), the maximum discount amount, the discount level, and then activate it.

In the Details section:

  1. Enter the following:

    • Amount: 20%

    • Maximum Discount Amount: 20.00

    • Level: L1

  2. Slide the Active toggle to YES.

    Set the percentage and maximum discount account.

  3. Click Publish when finished.

The discount is now active. Configure the discount’s rules and eligibility.

Configuring Coupon Codes

If using a coupon code,

  1. Switch the Use Coupon Code toggle to Yes.

  2. Enter the following:

    • Coupon Code: spring-sale

    • Maximum Total Uses: 1

    • Maximum Uses Per Account: 1

  3. Click Publish when finished.

The coupon code has been added.

Adding Rules to a Discount

You can define rules that specify requirements to qualify for a discount. See Discount Rules to learn more.

If using more than one rule, you can either aggregate the rules or decide which one is effect; click either And or Or radio button.

To add a new discount rule:

  1. Once the rule has been created, scroll down to the Rules section.

  2. Click (Add icon) button to add a new Discount Rule.

  3. Enter a name: Spring Sales.

  4. Select Cart Total from the Rule Type drop down menu.

    Create a new discount rule.

  5. Click Submit.

  6. Click the Spring Sales to configure the rule.

  7. Enter 15.00 in the Cart Total Minimum Amount field.

    Enter a value in the Cart Total Minium Amount field.

  8. Click Save.

  9. Close the window.

The discount rule has been configured.

Configure Discount’s Eligibility Rules

You can make this discount available for all accounts or specific accounts or account groups.

To specify which accounts and account groups are eligible for this discount:

  1. Click the Eligibility tab.

  2. Click the Select Account Groups radio button.

  3. In the Add Account Groups search bar, search for the desired account groups; in this example, US Accounts East.

  4. Click Select to add the account group.

    Select the desired account groups which are eligible for this discount.

  5. Click Publish when finished.

You can make this discount available on all channels or specific ones. To specify which channels are eligible for this discount:

  1. In the Eligibility tab, click the Specific Channels radio button.

  2. In the Add Channels search bar, search for the desired channels.

  3. Click Select to add the channel.

    Select the desired channels that are eligible for the discount.

  4. Click Publish when finished.

Your store now has an active discount with 20% off selected goods for those in the specified Account Group.

Understanding Discount Specificity

Discount rules and eligibility determine whether an order qualifies for one or many discounts. See the table below to understand discount specificity for the given eligibility.

Specific Accounts

Specific Account Groups

Specific Channels

Specific Order Types

Rank

1

2

3

4

5

6

7

8

9

10

11

A discount that applies to all accounts, account groups, channels and order types is the least specific. For instance, consider Account Group A has a discount of 50% on shipping and another discount of 60% on shipping that is eligible to all accounts, account groups, channels and order types. Here, Account Group A is only eligible for the discount of 50% since it is the most specific. If there are multiple discounts of the same rank and an active OR discount rule, the highest discount has precedence.

Commerce 2.1 and Below

To create a discount:

  1. Navigate to the Control PanelCommerceDiscounts.

  2. Click Add (Add) and enter a name: Spring Sale.

  3. Select a discount type (for example, Apply to Subtotal) from the Target drop down. (See Discount Types to learn more about the different discount types.)

  4. Check the box for which channel this discount applies to.

  5. Select which Account Groups this discount applies to. In this example, US East Coast.

  6. If using a coupon code, switch the Use Coupon Code toggle to Yes. Then enter a code in the Couple Code field. Otherwise leave it as NO.

  7. If using a percentage, switch the Use Percentage toggle to Yes.

  8. Enter the Maximum Discount Amount: $20.00

  9. Enter the Level: 20.00. This takes 20% off the subtotal.

  10. Switch the Active toggle to YES.

    Creating a new discount.

  11. Click Publish.

Your store now has an active discount with 20% off selected goods for those in the specified Account Group.

Adding Discount Rules

  1. Once the discount has been created, there are 2 tabs: Detail, and Rules. Click on the Rules tab.

    Click on the Rules tab to add a new Discount Rule.

  2. Click the Add (Add icon) button and select Cart Total from the Type drop down menu.

  3. Enter 15.00 in the Cart Total Minimum Amount field.

  4. Click Save.

In this example, a Discount Rule has been applied to this particular Discount. Customers will receive this discount for all purchases over the set amount.