Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

...

Insert excerpt
AE:Set-up Checklist
AE:Set-up Checklist
nopaneltrue

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

1. POS TASKS

POS Task 1

Status
colourRed
titleRequired

Expand
titleExample of POS Task

Status
colourYellow
titlePrerequisite

2. INFRASTRUCTURE TASKS

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

    Status
    colourRed
    titleRequired

Status
colourYellow
titlePrerequisite

3. COMMERCE TASKS

Commerce Task 3 - Set up all related products or add-on products.

Status
colourRed
titleRequired

Status
colourYellow
titlePrerequisite

Language String, Settings, HTML widget -

Status
colourRed
titlerequired

Settings

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

Status
colourYellow
titlePrerequisite

Configure Promo Codes

Status
colourRed
titleRequired

  • 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)

Status
colourBlue
titleoptional

  • 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 product or products that are eligible for the discount.

  • Click Save.

Status
colourGreen
titleDetailed Setup

...

  • 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. 

...

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. 

...

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 product or products that are eligible for the discount.

  • Click Save.

Info

NOTE: Adding discounts to products can also be done through the product editor screen. From Catalog > Products, find the product the discount should be applied to.  From the product info tab, go to the Discounts Field. Begin to type in the name of the discount or click in the field and a drop-down list of discounts will appear. You will have to save the product in order to save the discount assignment. 

...