Whole Order Discount Promotions - Classic sites

This guide refers to functionality available in versions 3.49.00 and later. Prior to creating Promotion Codes, Administrators must ensure the relevant System and Role settings have been configured. See Promotion Codes Overview - Classic sites for information on these settings.

Overview

Whole Order Discount promotions can be configured which grant users a discount on their order total.

Conditions can be set so that a minimum order value must be reached, or the promotion can apply to orders of any value. For example, the promotion can be unlimited, or can be granted to the first 25 users only.

In the screenshots below, a Whole Order Discount promotion will be configured for 10% off orders over $100, with the code '10OFF'. The promotion will be valid for the first 200 orders, with a limit of once per user.

Step-by-step guide

To configure a Whole Order Discount Promotion:

Login as an Administrator.

Navigate to 'Promotion Codes' or 'Promotion Code Maintenance' (/PromotionCodeMaintenance.aspx).

Click the 'New Promotion Code' button.

Select 'Whole Order Discount' from the drop-down list and click 'Next'.
Populate the fields as follows:
Promotion Code - unique code users will enter at checkout to redeem the offer. (e.g. '10OFF' in this example)
Description - short description; this is displayed in the cart summary once the code is applied to the order.
Start Date - date the promotion code becomes valid.
End Date - date the promotion code expires.
Status:
Active - the promotion code can be used.
Complete - the Promotion code is automatically set to this status when end date has passed, or global usage has been reached.
Disabled - prevents the promotion code from being used.
Mode* - sets the user audience: B2B, B2C, or Both. (*Note: It's recommended that a promotion be configured for either B2C or B2B - rather than both, for the purposes of GST-calculation and display.)
Discount Action Type - 'Add To Any Discount' is default (adds the promotion to any other promotions currently applied).
Not applicable with other offers - when ticked, prevents the code from being used on orders where other promotion codes are applied.
When criteria fails remove promo code - when ticked, ensures the promotion code is removed from changed orders which no longer meet the promotion criteria.
Apply with charge line - Ticked by default. Applies the discount as a charge line on the order instead of amending pricing of individual products.
Discount Charge Type - the ERP's charge line type.
Discount Charge Description - the ERP's charge line description text.
Promo code no longer applies message - (not currently functional) Leave blank to use the system default.
Promotion code applied message - message displayed to the user when the promotion code is successfully applied. Leave blank to use the system default.
Promotion code error message - message displayed to the user when an error occurs in applying the promotion code. Leave blank to use the system default.

Click 'Next'.

Select a 'Discount Threshold Type':
Dollar Discount - used when a dollar amount must be exceeded before the promotion code applies.
Example - 10% off orders over $100.
Combination Dollar Discount - used when the promotion can be applied based on the purchase of a particular dollar value of a specified product (or products).
Example - 10% off when you spend $100 or more on Canon brand ink cartridges.
Combination Quantity Discount - used when the promotion can be applied based on the purchase of a set number of a specified product (or products).
Example - 10% off when you buy 4 or more cleaning products.

Set the Discount Threshold if required - this is the amount that needs to be met for the discount to be applied. For Dollar Discounts, this will be a dollar value; for Quantity Discounts, this will be a quantity value. (Blank or 0 = any value).

Our screenshot example is set to '100', as the user must spend at least $100.00 in order to qualify for the offer.

Set the Promotion Limits if required:
User Usage Limit - maximum number of times this promotion code can be used by an individual user. Blank or 0 = unlimited.
Our screenshot example is set to '1' so that each user can redeem the offer once only.
Customer Usage Limit - maximum number of times this promotion code can be used by an individual customer code. Blank or 0 = unlimited.
Our screenshot example is set to '0', as there are no restrictions on redemption by account or customer code.
Global Usage Limit - maximum number of times this promotion code can be used site-wide. Blank or 0 = unlimited.
Our screenshot example is set to '200' so that the offer can only be redeemed 200 times in total.

Set ONE of the following Promotion Discount fields:
Discount Percent - percentage discount applied to the order.
Our screenshot example is set to '10' for a 10% discount.
Discount Amount - dollar discount applied to the order.
Our screenshot example is set to '0', as a percent value has been specified instead of a dollar amount.

For 'Dollar Discount' threshold types (such as our above screenshot examples), click 'Finish'. No further set-up is required.

For 'Combination Dollar Discount' or 'Combination Quantity Discount' threshold types, click 'Add Products'.

To import products in bulk, click 'Import Products'. This article details the import process.
For manual configuration, click the 'Add Product' link in the table to launch new input fields.

Select a 'Type' from the drop-down list:
Group Discount - specifies a Product Group as the eligible product pool.
Example - All Canon ink cartridges, which make up product group C66 in the ERP. (Individual products can be excluded from the group if required.)
Product Code Discount - specifies an individual product code (or codes) as the eligible item.
Example - Scouring sponge item 25441, Bleach item 36588, Broom item 85469, and Steel wool item 32564.

Enter a single product code or product group in the 'Product Parameter' field. (The'..' button may be used to search.)
For Group Discount types, 'Product Exclusions' may be specified. Enter a semicolon-separated (;) list of products which are to be excluded from the product group in this promotion.
Click 'Create'.

Repeat Steps 14 - 17 as required for additional product codes or groups.