Configuration: Discounts
- Sarah Holst
- Jenni Buonanni
- Marty Niessen
Setup Checklist
1. POS Tasks |
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| Prerequisite |
2. Infrastructure Tasks |
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| Prerequisite |
3. Commerce Tasks |
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| Prerequisite |
Language String, Settings, HTML widget - required Settings
| Prerequisite |
Create Discount Code Required
Assign Discount to Product(s) optional
Create Fixed Price Discount optional
Add Additional Discount Requirements optional Limiting Quantities
Restricting Product Dates
| Detailed Setup |
Prerequisite Tasks
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
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:
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 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 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)
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)
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.
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.
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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.
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.)
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”
Enter the following:
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.
Maximum quantity: Set to 100
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.
Click Save.
Follow step 2 above, assigning the product that the discount will be applied to.
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. This should be the same product that you assign to the product in step 2 above.
Click Save.
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”
Select the product the discount will apply to. Note that 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.
Click ADD PRODUCT.
Enter the following:
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. To define an exclusion window, 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.