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Table of Contents

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1. POS TASKS

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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

Set up all related products or add-on products.

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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.’ Order total will apply the discount to the order total. Assigned to products will apply the discount to the individual product or products.

    • (Option 1) 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. 

    • (Option 2) Use Percentage: Leave unchecked if the discount is is a dollar amount-based or fixed price.  

      1. Discount amount: Enter the amount of the discount or leave blank if using fixed price

    • Requires coupon code: Check this box (coupon will automatically apply to any valid products if box is not checked)

    • 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: This field is not used.

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

Create Fixed Price Discount

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  • On the Edit discount details page, scroll down and expand the Fixed Price Discount section.

  • Enter the fixed price amount in the field.

  • Click Save and Continue Edit.

Assign Discount to Product(s)

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  • On the Edit discount details page, expand the Applied to Products section.

  • Click Add a new product and search for the applicable product.

  • Check the box next to the desired product.

  • Click Save.

Add Additional Discount Requirements

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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 Codes

  2. (Optional) Create Fixed Price Discount

  3. (Optional) Assign Discount to Product(s)

  4. (Optional) Add Additional Discount Requirements

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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.’ Order total will apply the discount to the order total. Assigned to products will apply the discount to the individual product or products.

    • (Option 1) 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. 

    • (Option 2) Use Percentage: Leave unchecked if the discount is a dollar amount-based or fixed price.  

      1. Discount amount: Enter the amount of the discount or leave blank if using fixed price

    • Requires coupon code: Check this box (coupon will automatically apply to any valid products if box is not checked)

    • 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: This field is not used.

  • 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 activate 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 both discounts are marked “cumulative with other discounts,” then both discounts will be applied.

  • 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.

2. (Optional) Create Fixed Price Discount

A fixed price discount will automatically change the price on the assigned products to a fixed price (e.g. all like tickets in March will be $59 regardless of dynamic pricing.)

  • On the Edit discount details page, scroll down and expand the Fixed Price Discount section.

  • Enter the fixed price amount in the field.

  • Click Save and Continue Edit.

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3. (Optional) 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 Applied to Products section.

  • Click Add a new product and search for the applicable product.

  • Check the box next to the desired product.

  • 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. 

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4. (Optional) Add Additional Discount Requirements

Aspenware Commerce offers the option of adding additional requirements for application of the discount code. These can be configured in the Requirements section on the Edit discount details page.

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

    • Discount requirement type: Select either “Cart must contain certain amount of products” or “Cart must contain products with a specific date and time.”

      1. If ‘Cart must contain certain amount of products’ is checked, enter the following:

        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(s) that are eligible for the discount.

        4. Click Save.

      2. If ‘Cart must contain products with a specific date and time’ is checked, enter the following:

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