Configuration: Discounts

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

1. POS TASKS
POS Task 1 REQUIRED Example of POS Task Products that need age ranges assigned are created in POS and have age ranges added to POS	PREREQUISITE
2. INFRASTRUCTURE TASKS
Ensure the plugin Discount Requirements (Unity.DiscountRules.HasProducts) is installed on your shop. - REQUIRED	PREREQUISITE
3. COMMERCE TASKS
Commerce Task 3 - REQUIRED	PREREQUISITE
Language String, Settings, HTML widget - REQUIRED Settings Enable promo code functionality go to Configuration > Settings > All Settings and set the shoppingcartsettings.showdiscountbox setting to 'True'.	PREREQUISITE
Configure Promo Codes REQUIRED 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. Discount percentage: Enter the percentage for the discount Maximum discount amount: Maximum amount each line item can be discounted. Use Percentage: Leave unchecked if the discount is a fixed dollar amount off. 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.	DETAILED SETUP

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

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

This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.

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

Configure Promo Codes
Step 2 Header

1. Configure Promo Codes

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

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.

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.

2. Step 2 Header

First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes
1. Sub-bullet for step 1
  1. Sub-bullet for step a

Like this page? Click the like button below. Don't like this page and/or want to give feedback about this page, leave a comment below and Aspenware will address to improve this article.

DELETE CONTENT AFTER THIS LINE

go to the Glossary page and add the key terms Excerpt Include that you added for your configuration guide.

To add the feature terms to the Glossary, navigate to the glossary and add a header for your feature using an H2. Select the + and then select …view more. Search for Excerpt Include and in the Page Containing the Excerpt search for “Configuration: [FEATURE]” select to hide panel, preview and add.

How-to Guide of this page can be found here: [Internal] Configuration page Setup Guide

Real Example of this page can be found here: https://aspenware.atlassian.net/wiki/spaces/DB/pages/edit-v2/1037172926