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Table of Contents

Setup Checklist

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1. POS TASKS

POS Task 1

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titleExample of POS Task

Products that need age ranges assigned are created in POS and have age ranges added to POS

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2. INFRASTRUCTURE TASKS

  • Ensure the plugin Discount Requirements (Unity.DiscountRules.HasProducts) is installed on your shop. -

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3. COMMERCE TASKS

Commerce Task 3 -

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Language String, Settings, HTML widget -

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Settings

  • Enable promo code functionality go to Configuration > Settings > All Settings and set the shoppingcartsettings.showdiscountbox setting to 'True'.

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Configure Promo Codes

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  • Go to Promotions > Discounts.

  • Click Add new and enter the following:

    • Name: Provide a name for discount

    • Discount type: Choose ‘order total’ or ‘assigned to products’

    • Use Percentage: Check if the discount is percentage-based.

      1. Discount percentage: Enter the percentage for the discount

      2. Maximum discount amount: Maximum amount each line item can be discounted. 

    • Use Percentage: Leave unchecked if the discount is a fixed dollar amount off.  

      1. Discount amount: Enter the amount of the discount. 

    • Requires coupon code: Check this box

    • Coupon code: Enter a coupon code 

    • Start date: Enter a valid start date for the discount

    • End date: Enter a valid end date for the discount

    • Cumulative with other discounts: Check if the discount should be eligible to be used alongside other discounts. Leave unchecked if only this discount can be applied to products. 

    • Discount limitation: Choose ‘Unlimited’, ‘N Times per Customer’, or ‘N Times Only.’

    • Maximum discounted quantity: Enter a number if the coupon is only valid for a certain quantity.

  • If the discount is complete, click Save. If the discount is to be applied only to certain products, click Save and Continue Edit.

Assign Discount to Product(s)

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  • Enable promo code functionality go to Configuration > Settings > All Settings and set the shoppingcartsettings.showdiscountbox setting to 'True'. This will add an Apply Discount Code entry box and discount functionality to the cart. 

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Detailed Setup Guide

  1. Configure Promo CodesStep 2 Header

  2. Assign Discount to Product(s)

1. Configure Promo Codes

Info

NOTE: Only one coupon code is allowed per discount. If you would like to configure additional coupon codes, configure them as separate discounts.

Info

NOTE:Coupon codes are not unique codes per customer, but if this is desired functionality Aspenware can script in unique discount codes (professional service fees apply.)

  • Go to Promotions > Discounts.

  • Click Add new and enter the following:

    • Name: Provide a name for discount

    • Discount type: Choose ‘order total’ or ‘assigned to products’

    • Use Percentage: Check if the discount is percentage-based.

      1. Discount percentage: Enter the percentage for the discount

      2. Maximum discount amount: Maximum amount each line item can be discounted. 

    • Use Percentage: Leave unchecked if the discount is a fixed dollar amount off.  

      1. Discount amount: Enter the amount of the discount. 

    • Requires coupon code: Check this box

    • Coupon code: Enter a coupon code 

    • Start date: Enter a valid start date for the discount

    • End date: Enter a valid end date for the discount

    • Cumulative with other discounts: Check if the discount should be eligible to be used alongside other discounts. Leave unchecked if only this discount can be applied to products. 

    • Discount limitation: Choose ‘Unlimited’, ‘N Times per Customer’, or ‘N Times Only.’

    • Maximum discounted quantity: Enter a number if the coupon is only valid for a certain quantity.

  • If the discount is complete, click Save. If the discount is to be applied only to certain products, click Save and Continue Edit.

Info

NOTE: Start and end dates activation the discount code during the specified dates, but time does not influence time period it is valid during.  WHAT DOES THIS MEAN? These time and date settings are based on GMT/UTC, not the store default timezone. 

Discount Handling

The examples below explain how the discount features handle certain scenarios during guest checkout.

  • If two discounts apply to a product and one is marked “cumulative with other discounts” and the other is not, it will only apply one discount and will choose the better of the two discounts. 

  • If you have two cumulative percent discounts applied to the same product it takes the % off the total product price for both. So, if the guest has a $750 product and both a 5% and 10% discount, both are applied. First, both discounts will be calculated off the product price  ((750*.1 = $75 savings)+(750*.05 = $37.50 savings)), then the product price will be discounted by the sum of the discount amounts. For example: ((750*.1 = $75 savings)+(750*.05 = $37.50 savings))-750 = $637.50.

  • If the guest has a dollar amount off discount and a percentage off discount that both apply to the same product, the feature will take the percentage off first, regardless of whether the % off gives you more or less money off than the dollar amount off discount.

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Assign Discount to Product(s)

To add additional fencing to order level discounts so the discount will only be applied to certain products or carts with a specified quantity of a product, follow the instructions below to assign the discount to those products once the discount has been created and saved.

  • On the Edit discount details page, expand the Requirements section and enter the following:

    • Discount requirement type: Select “Cart must contain certain amount of products”

      1. Minimum quantity: Set it to the minimum quantity of the specific product that must be added to cart for discount to be applied. 

      2. Maximum quantity: Set to 100

      3. Products: Click Add product and select products that are eligible for the discount

      4. Click Save.

    • Discount requirement type: Select “Cart must contain certain amount of products”

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