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 | PREREQUISITE |
2. INFRASTRUCTURE TASKS | |
| PREREQUISITE |
3. COMMERCE TASKS | |
Commerce Task 3 - REQUIRED | PREREQUISITE |
Language String, Settings, HTML widget - REQUIRED Settings
| PREREQUISITE |
Configure Promo Codes REQUIRED
Assign Discount to Product(s) OPTIONAL | 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
Assign Discount to Product(s)
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.
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.
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.
|
---|
2. 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”
Minimum quantity: Set it to the minimum quantity of the specific product that must be added to cart for discount to be applied.
Maximum quantity: Set to 100
Products: Click Add product and select products that are eligible for the discount
Click Save.
Discount requirement type: Select “Cart must contain certain amount of products”
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.