Create discounts

This document describes how to create discounts in the Back Office.

Prerequisites

If you are new to discounts, you might want to start with Best practices: Promote products with discounts.

There is a reference information for each section. Review it before you start, or look up the necessary information as you go through the process.

To create a discount, do the following:

1. Go to Merchandising > Discount.
2. On the Discount page, click Create new discount.

1. Define general settings of the discount

1. On the Create Discount page, click the General information tab.
2. For STORE RELATION, select one or more stores you want the discount to be displayed in.
3. Select a DISCOUNT TYPE.
4. Enter a NAME.
5. Optional: Enter a DESCRIPTION.
6. Optional: Enter a PRIORITY.
7. Optional: To make the discount exclusive, select EXCLUSIVE.
8. Select a VALID FROM date.
9. Select a VALID TO date.
10. Click Next.

2. Define discount calculation and the products to apply the discount to

1. Click the Discount calculation tab.
2. Select a CALCULATOR TYPE.
3. Based on the calculator type you’ve selected, do one of the following:
   • Fixed amount: Enter the needed discounted prices.
   • Percentage: For VALUE, enter a percentage to be discounted.
4. Select a DISCOUNT APPLICATION TYPE.
5. Depending on the discount application type you’ve selected, do the following:
   • QUERY STRING: Add a query using the query builder or by entering a plain query.
   • PROMOTIONAL PRODUCT:
     1. Enter ABSTRACT PRODUCT SKU.
     2. Enter a QUANTITY.
6. Click Next.

3. Define on what conditions the discount can be applied

1. Click the Conditions tab.
2. For APPLY WHEN, add a query using the query builder or by entering a plain query.
3. For THE DISCOUNT CAN BE APPLIED IF THE QUERY APPLIES FOR AT LEAST X ITEM(S)., enter a number.
4. Click Save.

This refreshes the page with a success message displayed.

4. Generate voucher codes

If you are creating a cart rule, proceed to step 5. Activate the discount

1. Click the Voucher codes tab.
2. Enter a QUANTITY.
3. Optional: Enter a CUSTOM CODE.
4. Optional: For ADD RANDOM GENERATED CODE LENGTH, select a number.
5. Enter a MAX NUMBER OF USES.
6. Click Generate. This refreshes the page with a success message displayed. The created voucher codes are displayed in the Generated Discount Codes section.

5. Activate the discount

Optional: To make the discount redeemable on the Storefront, click Activate in the top-right corner.

This refreshes the page with a success message displayed.

Reference information: Define general settings of the discount

Reference information: Define discount calculation and the products to apply the discount to

This section contains information for defining discount calculation and the product to apply the discount to.

CALCULATOR TYPE

The discount can be calculated in two ways:

• Percentage: The discount is calculated as a percentage of the discounted items.
• Fixed amount: A fixed amount is discounted.

Example:

DISCOUNT APPLICATION TYPE: QUERY STRING

A query string defines what products a discount applies to. A query string consists of decision rules. Only the products that fulfill all the decision rules are discountable. You can define a query string by entering a plain query or by using a query builder.

Query builder:

Plain query:

A decision rule consists of the following:

• Attribute. For example, attribute.color.
• Relation operator. For example, equal.
• Value. For example, black.

You can find query examples in the following table.

DISCOUNT APPLICATION TYPE: PROMOTIONAL PRODUCT

The promotional product lets you select a product that is to be displayed in a customer’s cart with a discount. The ABSTRACT PRODUCT SKU defines the discounted product, and QUANTITY defines how many products a customer can buy with a discount.

To give away a promotional product for free, select percentage calculator type and enter 100 percents.

Reference information: Define on what conditions the discount can be applied

Similarly to defining discounted products, the conditions on which a discount is a applied are defined using a query string.

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

The THE DISCOUNT CAN BE APPLIED IF THE QUERY APPLIES FOR AT LEAST X ITEM(S). defines a minimum number of items that must fulfill the query for the discount to be applies. By default, the minimum order amount value is 1. It means that the discount is applied if there is one item in a cart the fulfills the query.

Example: The discount is applied if 4 or more items with an Intel Core processor are in the cart.

Reference information: Generate voucher codes

Decision rules: Attributes and operators

This section contains additional information for defining decision rules.

Next steps

Edit discounts