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How to get started with coupons?

A coupon is a financial discount or rebate that is offered to customers when purchasing a product.

Christophe Leroy
November 4, 2020

A coupon is a financial discount or rebate that is offered to customers when purchasing a product. Coupons are used as part of sales promotions.

Before creating a coupon, you must first define the discount information, the discount behavior and the rules that will be associated with the coupon. Next, you can create the coupons that you can issue to customers.

Discount information

Active

Enable active to make the discount available

Internal name

The Internal Name is a tracking ID for internal use

Accounting ID

The Accounting ID is a tracking ID for accounting use

Title

Title is the name of your discount.

Discounts Available from

You can assign a date and time for the discount to be available.

Discount Available until

You can assign a date and time for the discount to expire.

Discount behaviour

Discount type

Fixed amount: You can assign a fix amount to be deducted from the original amount

Free shipping: No amount needs to be assigned

Buy X get Y: You can assign a product that will be gifted for free.

Percentage discount: You can assign a percentage to be deducted from the original amount

Priority

The lower the number the higher the priority.

If the discount can be combined with upcharges or discounts, the priority will decide which discount is applied (lowest priority number first e.g. 1 then 2 etc.)

Can be combined with other discounts & upcharges?

You can define if the discount can be combined with other discounts and upcharges.

Apply discount only once per cart

The default rule is for a discount to be applied more than once per cart. Therefore, if you have the same product multiple times in your cart, the discount will be applied to all products. If you want the discount to be applied to only one of the products, make sure to check this option.

Apply to

Cart: You can apply the discount to a cart total. In case of a quantity discount for example, the discount will be applied based on the total number of items in your cart.

Cart item: You can apply a discount to each item individually. In case of a quantity discount. For example, the discount will be applied to an individual item, not to a cart level.

Discount rules

Type

You can select the type of rule that will be applied to your discount. You can apply more than one rule.

Cart total

Enter a value in your currency.

Define if the rule should be applied to a value greater than or fewer than .

Cart item quantity

Enter a quantity of items.

Define if the rule should be applied to a quantity greater than or fewer than .

Collection

Select all the collections you want to assign to the discount.

Decide if the promotion is inclusive or exclusive

Product Type

Select all the product types you want to the promotion. You have two options: Stock products or Custom products

Decide if the discount is inclusive or exclusive list

Product

Select all the products you want as a list.

Decide if the discount is inclusive or exclusive of the product list you have created

Product Package

Select all the product packages you want as a list.

Decide if the discount is inclusive or exclusive of the product packages list

Sales Channel

Select all the product packages you want as a list.

Decide if the discount is inclusive or exclusive of the sales channel list.

Coupons

Prefix

Add a prefix to your coupon code name

Suffix

Add a suffix to your coupon code name

Random characters

Generate random characters and use it as a coupon name

Number of codes

Define the number of coupon codes that you want to generate

Maximum usage per customer

Define the maximum usage of one coupon code per customer

Maximum usage overall

Define the maximum usage of one coupon code overall


After the coupons have been generated, you can decide to enable or disable specific coupon codes. You can also search by coupon code.


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