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Table of Contents

Setup Checklist

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1. POS TASKS

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2. INFRASTRUCTURE TASKS

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Table of Contents

Setup Checklist

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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 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.

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.

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.

Add Additional Discount Requirements

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Limiting Quantities

  • 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. 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.

      2. Click Save.

Restricting Dates of Use

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

    • Discount requirement type: Select either “Cart must contain products with a specific date and time”

      1. Enter the following:

        1. Start Date: Enter the first date that products will be eligible for the discount. 

        2. End Date: Enter the last date that products will be eligible for the discount. 

        3. Start Time: Enter the start time on the start date that products will be eligible for the discount. 

        4. End Time: Enter the end time on the end date that products will be eligible for the discount.

      2. Click ADD DATE/TIME. (A box will appear showing the date window for eligibility.)

      3. New fields will appear that allow an exclusion window to be created within the discount window. This is optional Enter the following:

        1. Start Date: Enter the first date that products will be excluded from the discount. 

        2. End Date: Enter the last date that products will be excluded from the discount. 

      4. Click EXCLUDE DATES. (Another box will appear indicating the exclusion window.)

      5. Click SAVE DISCOUNT REQUIREMENT.

      6. These requirements can be edited at any time by going into the Edit discount details page and clicking EDIT DISCOUNT REQUIREMENT.

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Prerequisite Tasks

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POS Tasks

  • POS Task that must be completed first

Infrastructure Tasks

  • Before beginning configuration, ensure the plugin Discount Requirements (Unity.DiscountRules.HasProducts) is installed on your

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3. COMMERCE TASKS

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Set up all related products or add-on products.

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Status
colourYellow
titlePrerequisite

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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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titlePrerequisite

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 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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Prerequisite Tasks

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POS Tasks

  • POS Task that must be completed first

Infrastructure Tasks

  • Before beginning configuration, ensure the plugin Discount Requirements (Unity.DiscountRules.HasProducts) is installed on your shop.

Commerce Tasks

  • AW Commerce task that must be completed first

Settings, Language Strings and/or HTML Widgets for this Feature

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Settings

  • 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. 

Language Strings

  • AW Commerce Language Strings that must first be completed

HTML Widgets

  • AW Commerce HTML Widgets that must first be completed

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

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.

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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 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.

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Info

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

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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)

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  • shop.

Commerce Tasks

  • AW Commerce task that must be completed first

Settings, Language Strings and/or HTML Widgets for this Feature

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AE:Setting, Language String and/or HTML Widgets for this feature
AE:Setting, Language String and/or HTML Widgets for this feature
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Settings

  • 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. 

Language Strings

  • AW Commerce Language Strings that must first be completed

HTML Widgets

  • AW Commerce HTML Widgets that must first be completed

Detailed Setup Guide

  1. Configure Promo Codes

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

  3. (Optional) Create Fixed Price Discount

  4. (Optional) Add Additional Discount Requirements

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.’ 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 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.

    Image Added
Info

NOTE: Start and end dates activate the discount code during the specified dates, but time does not influence time period it is valid during.  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) 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. 

3. (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.)

Note

IMPORTANT: Discount must be assigned to a product before a fixed price discount can be set.

  • 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.

    Image Added

4. (Optional) Add Additional Discount Requirements

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

Limiting Quantities

Info

NOTE: Adding minimum and maximum quantities as detailed below will ensure that the discount code will work if the guest adds to the cart a number of products between the minimum and maximum. If, however, the guest enters a quantity greater than the maximum, then no discount will be taken on ANY of the products in the cart. For example, if the minimum is set to 1 and the maximum is set to 3, the guest will see the discount for each of up to 3 added products. If the guest adds 4 products, however, then no discount will be taken off any of the products.

  • 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. 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.

      2. Click Save.

        Image Added


Restricting Dates of Use

The discount can be limited to products used with a certain date range. For example, resorts may want to limit the discount only to lift tickets for March dates.

  • 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.”

  • 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.

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

    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. 

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.

  • Requirements section and enter the following:

    • Discount requirement type: Select either “Cart must contain products with a specific date and time”

      1. Enter the following:

        1. Start Date: Enter the first date that products will be eligible for the discount. 

        2. End Date: Enter the last date that products will be eligible for the discount. 

        3. Start Time: Enter the start time on the start date that products will be eligible for the discount. 

        4. End Time: Enter the end time on the end date that products will be eligible for the discount.

      2. Click ADD DATE/TIME. (A box will appear showing the date window for eligibility.)

        Image Added
      3. New fields will appear that allow an exclusion window to be created within the discount window. This is optional Enter the following:

        1. Start Date: Enter the first date that products will be excluded from the discount. 

        2. End Date: Enter the last date that products will be excluded from the discount. 

      4. Click EXCLUDE DATES. (Another box will appear indicating the exclusion window.)

        Image Added
      5. Click SAVE DISCOUNT REQUIREMENT.

      6. These requirements can be edited at any time by going into the Edit discount details page and clicking EDIT DISCOUNT REQUIREMENT.

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