Promotions
In this chapter we explain how discounts can be set. Here we distinguish discounts applicable to the product catalog and discounts in the shopping cart.
Discounts can only be applied on promotable products. Go to Promotable (opens new window) on the Products page.
# Sales overviewpage
The menu Commerce>Promotions>Sales will get you to the overview page of created rules.
An offer is set at the product or category level and apply to the product catalog. For example, you can set here that one specific product category may be offered cheaper in the webshop for a certain period of time.
# New Sale
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With New sale you can set a discount for a specific product. Go to the Sales detail page (opens new window) for more information.
# Set status
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Check one or more sales lines, the Set status button now lights up. Make a selection to enable or disable the item.
# Delete
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Check one or more sales lines, the Delete button now lights up. Select it to remove the selected items from the list.
It is also possible to delete an item via the cross at the end of the line.
The item will be deleted immediately without further warning!
# Overview
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On the overview page you can see at a glance, per sale, what the specific settings are.
# Delete
Use the cross behind the offer line to remove it.
# Overwrite Previous & Stop subsequent
If the rule has a check mark under "Overrides previous?" it means that all created sales before this rule (with the same conditions) do not apply. On the contrary, a check mark under "Stops subsequent?" means that succeeding offers after this rule (with the same conditions) do not apply.
Grab the rule with the 4 dots to drag it to the right place to determine which sale should apply.
In the example, 3 offer lines were created with exactly the same conditions. The only difference is 2%, 5% and 10% discount. In this case, both check marks are set and of all sales set, only the 5% offer applies.
If the checkboxes are unchecked and the same conditions apply to different active sales, the system will apply a discount several times.
Go to the Sales detail page (opens new window) for an explanation of what the rest of the information means.
# Detail page sales
You can get to the details page via the menu Commerce>Promotions>Sales by clicking the name of an existing sales line or via the New sale button.
# Menu
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# Sale tab
Name and description of the sale.
# Matching items tab
In this tab you can define which specific product and/or category the sale applies to. If the switch is toggled then the sale applies to all products and categories.
If "All categories" is switched off you can indicate under "Advanced" the relationship in which the purchases and categories are connected.
In this tab you can specify a start and end date when a sale should start or stop.
Make use of conditions as much as possible, this prevents you from offering items cheaper indefinitely.
# Actions tab
Here you determine how the sale should be applied and whether the sale applies to matching orders.
You have the option to work with a percentage or a fixed amount.
# Detail block
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In this block, you have the option to determine whether a sale should be active or not. Furthermore, it displays the date and time from when the sale was created and updated.
# Discounts Overview page
The menu Commerce>Promotions>Discounts will get you to the overview page of created rules.
Discounts only apply to the shopping cart and are not visible in the catalog. The person who has the specific discount code can use it during ordering.
# New discount
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This button takes you to the detail page of a new discount rule and allows you to create a new discountcode. Go to the Detail page discounts (opens new window) for more information.
# Set status
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Check one or more discount rules in the overview to make the drop-down menu active. The selected rows can be enabled or disabled at once.
# Delete
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Check one or more discount rules in the overview to make the Delete button active. The selected rows can be deleted at once.
It is also possible to delete an item with the cross at the end of the line.
The item will be deleted immediately without further warnings.
# Overview
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The overview page shows at a glance which discountrules have been created. The Detail page (opens new window) shows which specific settings can be made.
# Name
Name of the discount.
# Has coupons
Displays a check mark when codes are set to this rule.
# Duration
Start and end date of when the discount is valid. Outside this period, the coupon code cannot be used. At infinity, the system shows the infinity symbol, which looks like a number eight on it's side.
# Times Used
Total number of times the coupon code has been used.
# Stops Processing
The system shows a check mark if successively set discounts hereafter would match in criteria and should not be applied to avoid stacked discounts.
# Ignore Sales
The system shows a check mark if the discount should not be applied to products that are already on sale.
# Move rules
The order of the discount rule can be changed by grasping and dragging the 4 dots at the end of the row.
# Delete discountlines
Use the cross behind the discount row to remove it.
# Discounts detail page
You can get to the details page via the menu Commerce>Promotions>Discounts by clicking the name of an existing discount line, or with the New discount button instead.
# Menu
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# Discount tab
Name and description of the discount.
# Coupons tab
It is possible to create individual coupon codes for individual use and a large series at once (bulk).
If you leave this field blank the discount will be calculated without the need of entering a code in the shopping cart. This means the discount set in the rule will always be applied!
Creating individual coupon codes
Create coupon codes with Add a coupon
- Code: Enter a unique code. This will be the final coupon code that the customer must use during the ordering process to get this discount,
- Uses: Here you can see how many times this code has been used. You can also specify a starting value (leave blank to start at 0),
- Max Uses: enter here how many times this coupon code may be used (leave blank for unlimited use).
Creating coupon codes in bulk
With Generate, you can specify a few conditions so the system can generate a series of coupon codes based on this recipe.
- Number of Coupons: Specify a value, the system will continue generating until this value is reached,
- Generated Coupon Format: Form your coupon code here. Hashtags (# sign) are replaced by the system with random letters. Each coupon code becomes unique as a result. You can determine the length of the coupon code to be created by the number of hashtags. All characters other than hashtags are taken over by the system and put one-to-one in the coupon code.
Test with a small number first. You have to remove them one by one if it didn't work out.
# Matching Items tab
In this tab you can define to which specific product and/or category the discount applies. When the switch is toggled the offer applies to all products and categories.
If "All categories" is switched off you can indicate under "Advanced" the relationship in which the purchables and categories are related.
# Conditional Rules tab
In this tab, you can set specific conditions that must be met before the discount actually will be applied, when the coupon code is used. These rules can be set specifically based on order, customer, shipping address or billing address.
# Conditions tab
In this tab, you can set the condition under which a discount will be applied when using the coupon code.
Start & End Date
Specify a start and end date when a discount should start or stop at a specific time.
Order Condition Formula
With the help of a special formula called Twig you can set up a discount that should apply to a specific order.
For example, when a customer works at a specific company or when the discount must be valid for a specific zip code area.
Purchase Total
Enter the minimum amount for which the customer must order matching items.
Minimum Purchase Quantity
Minimum number of matching items to be ordered to apply the discount.
Maximum Purchase Quantity
Maximum number of matching items that can be ordered to apply this discount.
Per User Discount Limit
Maximum number of times a customer (user) may use the discount.
Per Email Address Discount Limit
Maximum number of times a discount may be used based on the email address (this includes guests and all prior orders).
Total Discount Use Limit
Maximum number of times this discount can be used in total (this also applies to guests).
Exclude this discount for products that are already on sale
Check to avoid stacked discounts.
# Actions tab
In this tab, we describe what discount may be applied exactly when using the coupon code. The tab is divided into 3 sections: Per Item Discount, Flat Amount Off Order and Additional Actions.
Applied Scope
Choose the range of items to which the discount may apply. Go to the section Matching Items (opens new window) tab for more information.
Per Item Amount Off
Enter a value when you want to give a fixed discount amount on an item.
Per Item Percentage Off
Enter a discount percentage when you want to give a discount on an item based on a percentage. Select what the range of the discount may be.
Ignore sales when this discount is applied to matching line items
If checked, this prevents discounts from being applied to matching line items.
Matching line items are the items used to meet the conditions of this discount, such as the conditions for 'Product Variant’ or 'Category’.
Flat Order Discount Amount Off
If you want to give a fixed discount amount on an order you can enter the value here. The discount is divided per order line, from large to small until the discount is completely used.
If the total order amount is lower than the set discount amount it will not go beyond 0. The total order amount can therefore never become negative after settlement.
Remove all shipping costs from the order
Removes shipping costs from the total order.
Remove shipping costs for matching items only
Removes shipping costs only for matching items. Matching items are the items used to meet the conditions of this discount, such as the conditions for 'Product Variant’ or 'Category’.
If the option to remove all shipping costs is selected then this option cannot be checked again.
Don’t apply any subsequent discounts to an order if this discount is applied
If checked and the discount is applicable then discounts further down the discount list are no longer applied. In this way, stacking discounts is prevented.
# Detailblock
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In this block you can find a switch to turn the discount rule on or off. Also the date and time from when the discount was created and updated is displayed.