Difference between revisions of "Discount Maintenance"

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(Added Multiple Manufacturers, Max Uses per Customer and Pre/Post-Script Details.)
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===In This Section===
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This is where you will be able to set up and apply discounts to customers accounts. 
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When setting up a Discount Code (or looking at existing ones), please header over to "Sales Orders" -> "Discount Maintenance".
 
When setting up a Discount Code (or looking at existing ones), please header over to "Sales Orders" -> "Discount Maintenance".
  
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;To create a new one:
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'''Applies to Site'''<br />  
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:#Applies to Site -> Select Site (if it is limited to a specific site).
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This is automatically applied to all sites and back office.  
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:#Discount Code -> Letters and Numbers only, no spaces.
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:#Apply % Off -> Percentage to Apply off the order (Ex VAT).
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'''Discount Code''' <br />
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:#Apply value Off -> Amount to Deduct off the order (Ex VAT).
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This is where you enter the discount code.  
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:#Valid From -> yyyy-mm-dd, the time will start at 00:00:00.
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:#Valid To -> yyyy-mm-dd, the time will end at 23:59:59.
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'''Apply % Off''' <br />
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:#Applies to Customer -> Restrict voucher code to a specific customer.
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This is where you can enter a percentage off.  
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:#Voucher Name -> Internal Voucher Name.
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:#Applies to Full Site -> If you wish to apply this voucher to every product.
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'''Apply value Off (Ex VAT)''' <br />
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:#Max Uses (Overall) -> Max number of uses, leave blank or enter "0" for unlimited.
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This will apply this value off.  
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:#Max Uses (per Customer) -> Max number of uses per Customer, leave blank or enter "0" for unlimited.
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:#Applies to Trade Customers -> By Default, all vouchers can only be used by retail customers, tick this box to apply to trade ones as well.
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'''Valid From (00:00:00)'''<br />
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:#Applies to these Manufacturers Only -> If you wish to apply this voucher to a specific manufacturer, you can specify up to 4.
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This is a valid from date yyyy-mm-dd.
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:#Associated Banner -> If you wish for a banner to be run alongside this voucher code, select it here.
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:#Minimum Order -> Minimum Order value (Ex VAT) - if any.
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'''Valid To (23:59:59)''' <br />
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:#Cheapest Free -> If using the "Cheapest Free" mechanism, tick this box.
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This is a valid to date yyyy-mm-dd.
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:#Purchase x Products -> Number of products to purchase as a minimum (this is quantity of products).
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:#FOC Stock Item -> If offering a free stock item, search for it here.
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'''Applies to Customer''' <br />
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:#Run Pre-Script / Run Post-Script
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This is the name of the customer the discount is for.  
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:#*We can setup scripts to run within 30 minutes of the code being active / deactivated. Examples include changing images in bulk, emailing a specific set of customers etc. Please contact Support to set these up.
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:#Click "Create Discount Code".
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'''Voucher Name''' <br />
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This is the name of the voucher you want to use.  
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'''Applies to Full Site''' <br />  
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Tick this box if you want the voucher to be applied across the full site.
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'''Max Uses (Overall) (set to 0 for no limit)''' <br />  
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This is means you can use the voucher x amount of times stated.  
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'''Max Uses (per Customer)(set to 0 for no limit)''' <br />
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This is means you can use the voucher x amount of times stated.
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'''Applies to Trade Customers''' <br />
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Tick this box if the discount applies to trade customers.
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'''Applies to these Manufacturers Only''' <br />
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Use the drop-down menus to select the corresponding tab.
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'''Associated Banner''' <br />
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'''Minimum Order'''<br />
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This is a minimum amount that discount can be applied to.  
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'''Cheapest Free''' <br />
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If you want the cheapest item to be free, tick this box.
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'''Purchase x Products''' <br />  
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You have to purchase this many products to get a discount.  
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'''FOC Stock Item''' <br />
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If you purchase a product you can get x product free.  
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'''Run Pre-Script''' <br />
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Contact support
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'''Run Post-Script''' <br />
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Contact support.

Latest revision as of 10:09, 1 November 2021

In This Section

This is where you will be able to set up and apply discounts to customers accounts.

When setting up a Discount Code (or looking at existing ones), please header over to "Sales Orders" -> "Discount Maintenance".

Applies to Site
This is automatically applied to all sites and back office.

Discount Code
This is where you enter the discount code.

Apply % Off
This is where you can enter a percentage off.

Apply value Off (Ex VAT)
This will apply this value off.

Valid From (00:00:00)
This is a valid from date yyyy-mm-dd.

Valid To (23:59:59)
This is a valid to date yyyy-mm-dd.

Applies to Customer
This is the name of the customer the discount is for.

Voucher Name
This is the name of the voucher you want to use.

Applies to Full Site
Tick this box if you want the voucher to be applied across the full site.

Max Uses (Overall) (set to 0 for no limit)
This is means you can use the voucher x amount of times stated.

Max Uses (per Customer)(set to 0 for no limit)
This is means you can use the voucher x amount of times stated.

Applies to Trade Customers
Tick this box if the discount applies to trade customers.

Applies to these Manufacturers Only
Use the drop-down menus to select the corresponding tab.

Associated Banner

Minimum Order
This is a minimum amount that discount can be applied to.

Cheapest Free
If you want the cheapest item to be free, tick this box.

Purchase x Products
You have to purchase this many products to get a discount.

FOC Stock Item
If you purchase a product you can get x product free.

Run Pre-Script
Contact support

Run Post-Script
Contact support.

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