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.

2. Infrastructure Tasks
1. POS Tasks
Ensure that all related products are set up. REQUIRED	PREREQUISITE
Ensure the following plugins are installed on your shop REQUIRED Discount Requirements - Cart must contain certain amount of products Discount requirements - Cart must contain products with specific date and time Discount - Widget plugin for custom discount setup	PREREQUISITE
3. Commerce Tasks
Set up all related products or add-on products. 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
Create Discount Code 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.’ 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. Discount percentage: Enter the percentage for the discount 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. 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) OPTIONAL 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 OPTIONAL 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 OPTIONAL 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” Enter the following: 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 product(s) that are eligible for the discount. Click Save. Restricting Product Dates 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” Enter the following: Select Product Start Date: Enter the first date that products will be eligible for the discount. End Date: Enter the last date that products will be eligible for the discount. Start Time: Enter the start time on the start date that products will be eligible for the discount. End Time: Enter the end time on the end date that products will be eligible for the discount. Click ADD DATE/TIME. (A box will appear showing the date window for eligibility.) New fields will appear that allow an exclusion window to be created within the discount window. This is optional Enter the following: Start Date: Enter the first date that products will be excluded from the discount. End Date: Enter the last date that products will be excluded from the discount. Click EXCLUDE DATES. (Another box will appear indicating the exclusion window.) Click SAVE DISCOUNT REQUIREMENT. These requirements can be edited at any time by going into the Edit discount details page and clicking EDIT DISCOUNT REQUIREMENT.	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

Ensure that all related products are set up.

Infrastructure Tasks

Before beginning configuration, ensure the following plugins are installed on your shop.
- Discount Requirements - Cart must contain a certain amount of products
- Discount requirements - Cart must contain products with specific date and time
- Discount - Widget plugin for custom discount setup

Commerce Tasks

Set up all related products or add-on products.

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.

Detailed Setup Guide

Create Discount Code
(Optional) Assign Discount to Product(s)
(Optional) Create Fixed Price Discount
(Optional) Add Additional Discount Requirements

1. Create Discount Code

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:
1. Name: Provide a name for discount
2. 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.
3. (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.
4. (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.
5. Requires coupon code: Check this box (coupon will automatically apply to any valid products if box is not checked)
6. Coupon code: Enter a coupon code
7. Start date: Enter a valid start date and time for the discount. This reflects when someone can redeem a discount and does not restrict the dates they are purchasing the product for. Product date restriction is covered later. (Convert your discount time and date to GMT/UTC time)
8. End date: Enter a valid end date for the discount. This reflects when someone can redeem a discount and does not reflect on the dates they are purchasing the product for. Product date restriction is covered later. (Convert your discount time and date to GMT/UTC time)
9. 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.
10. Discount limitation: Choose ‘Unlimited’, ‘N Times per Customer’, or ‘N Times Only.’
11. 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.

IMPORTANT: Start and end dates activate the discount code during the specified dates, but time does not influence the 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 Product-Level Discount to Product(s)

To add additional fencing to product level discounts so the discount will only be applied to certain products, 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.

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.)

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.

4. (Optional) Add Additional Discount Requirements

Aspenware Commerce offers the option of adding additional requirements for the application of the discount code. Requirements can be singular or they can be stacked into requirement groups for greater specificity. These can be configured in the Requirements section on the Edit discount details page.

Requiring Pre-requisite Product in the Cart

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 the discount to be applied to the other product, typically 1.
    2. Maximum quantity: Set to 100
    3. Products: Click Add product and select the pre-requisite product(s). This is the product that a guest must have in their cart to make them eligible for the discount.
  2. Click Save.
  3. Follow step 2 above, assigning the product that the discount will be applied to.

HINT: If having both products in your cart is enough and the guest does not need to enter a code to receive the discount, configure the pre-requisite product discount so that it does not require a coupon code.

Limiting Quantities

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. This should be the same product that you assign to the product in step 2 above.
  2. Click Save.

NOTE: Adding this requirement to order level discounts allows you to add additional fencing to order level discounts so the discount will only be applied to carts with a specified quantity of a product, follow the instructions above to assign the discount to those requirements once the discount has been created and saved.

Restricting Product Dates

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 products with a specific date and time”
  1. Select the product the discount will apply to.
    1. Only products that have ‘[Time]’ in the text prompt of one of the product attributes will display in the list for selection. Add ‘[Time]’ to any attribute’s text prompt from the product editor page if the desired product does not appear.
  2. Click ADD PRODUCT.
  3. 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.
  4. Click ADD DATE/TIME. (A box will appear showing the date window for eligibility.)
  5. 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.
  6. Click EXCLUDE DATES. (Another box will appear indicating the exclusion window.)
  7. Click SAVE DISCOUNT REQUIREMENT.
  8. These requirements can be edited at any time by going into the Edit discount details page and clicking EDIT DISCOUNT REQUIREMENT.

IMPORTANT: If restricting discounts to only specific product dates and times, only products that have ‘[Time]’ in the text prompt of one of the product attributes will show up in the list for selection. In addition to assigning the product under the requirements area, the product must also be assigned to the discount in accordance with step 2 in the detailed setup guide.