Managing Discounts applied to a Customer's Cart
They are useful when creating Discounts for the following scenarios:
- Free shipping discounts or free shipping over a certain cart amount
- Seasonal sales for a group of products
- Membership or customer group discounts
Cart Discounts
Create a Cart Discount
-
Go to Discounts > Cart discount list.
-
Click Add cart discount.
-
For Cart discount type, select Numeric for item or price discounts, or Gift line item to offer a free gift item with a cart purchase.
-
In the General information section, do the following:
-
For Cart discount name, enter localized names for the Cart Discount.
-
Optional: For Cart discount description, enter localized descriptions for the Cart Discount.
-
Optional: For Cart discount key, enter a unique identifier value for the Cart Discount.
-
Optional: For Store, select the Stores for which the Cart Discount should apply.
-
Optional: For Discount group, select the Discount Group to assign the Cart Discount to.
The Cart Discount is prioritized based on the Discount Group's ranking.
This field is useful only for discounts with the following targets: Item, Buy and Get, Discount bundles, and Multibuy. -
For Recurring intervals, select if the Cart Discount should apply to non-recurring and/or recurring Orders.
- If you selected Apply only to specific recurring intervals, select the intervals for which the Cart Discount should apply.
-
For Rank (sortOrder), enter the rank for the Cart Discount.
It determines the priority of the Cart Discount amongst others; a larger value is ranked higher. -
Optional: For Stacking options, select the Do not apply any further cart discounts after this one checkbox to prevent other lower-ranked Cart Discounts from applying.
If the Cart Discount targets the total price of a Cart, then:
- it applies after all other (active and valid) Cart Discounts, regardless of the sort order and stacking effect of the other Cart Discounts.
- its sort order only determines the priority amongst other similar Cart Discounts (targeting the total price of a Cart). If the Do not apply any further cart discounts after this one checkbox is selected, lower-ranked Cart Discounts (targeting the total price of a Cart) are not applied.
-
Optional: For Discount code, select Required if the Cart Discount should apply only when a Discount Code is applied to a Cart.
-
Optional: For Valid from, select the date and time from when the Cart Discount is valid.
-
Optional: For Valid until, select the date and time until when the Cart Discount is valid.
-
-
In the Discount configurations section, define the discount effect and the conditions under which the discount applies.
- To discount the total price on a cart, see Total price for further instructions.
- To discount items in a cart, see Item for further instructions.
- To offer discounts such as "Buy one, Get one (BOGO)", see Buy and Get for further instructions.
- To group related products together and sell them at a combined (often discounted) price, see Discount bundles for further instructions.
- To offer free or discounted shipping cost for a cart, see Shipping for further instructions.
- To add a gift item to a cart with a purchase, see Gift item for further instructions.
-
After configuring the discount effects and conditions, click Save.
Total price
-
In the Apply these discount effects section, choose the target of the discount and define the effects for it.
- For Apply this effect to, select Total Price.
- For Discount type, select how the discount applies.
- For Discount value, enter the discount value.
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Item
-
In the Apply these discount effects section, choose the target of the discount, items eligible for the discount, and define the effects for it.
-
For Apply this effect to, select Item.
-
For Eligibility criteria, select if the items of specific or all carts should be targeted.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
For Discount type, select how the discount applies.
-
For Discount value, enter the discount value.
-
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Buy and Get
-
In the Apply these discount effects section, choose the target of the discount, the trigger conditions, items eligible for the discount, and define the effects for it.
-
For Apply this effect to, select Buy and Get.
-
For Each time the cart contain(s), select if specific or all items in a Cart should trigger the discount.
-
For Count, select the condition from the drop-down and enter the count.If you selected, Specific items earlier, define a condition or nested conditions that trigger the discount.
-
-
For Apply Discount on, select if specific or all items in a Cart must be discounted.
-
For Count, select the condition from the drop-down and enter the count.If you selected, Specific items earlier, define a condition or nested conditions for the items to be considered for the discount.
-
-
For Apply On, choose if the cheapest or most expensive items in a Cart should be discounted.
-
For Allow multiple application within an order, define how many times the discount can apply in an Order.
-
For With the following discount, select how the discount applies and how it is distributed among eligible items in a Cart.For the Percentage off discount type:
- If you selected distributed evenly across all involved items, then the discounted percentage is applied to the price of each targeted unit.
- If you selected either of the other two modes, then the discount is calculated from the total value of the targeted units' eligible items. This discount is distributed among the targeted units and the units that triggered the discount.
-
For Discount value, enter the discount value.
-
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Discount bundles
-
In the Apply these discount effects section, choose the target of the discount, the trigger conditions, items eligible for the discount, and define the effects for it.
- For Apply this effect to, select Discount bundles.
- For Apply Discount on, select if specific or all items in a Cart must be discounted.
-
For Count, select the condition from the drop-down and enter the count.If you selected, Specific items earlier, define a condition or nested conditions for the items to be considered for the discount.
-
- For Apply On, choose if the cheapest or most expensive items in a Cart should be discounted.
- For Allow multiple application within an order, define how many times the discount can apply in an Order.
- For With the following discount, select how the discount applies and how it is distributed among eligible items in a Cart.
- For Discount value, enter the discount value.
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Multibuy
-
In the Apply these discount effects section, choose the target of the discount, items eligible for the discount, and define the effects for it.
- For Apply this effect to, select Buy and Get and click old multibuy in the notification.
- For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific items earlier, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
- Enter the values for the following fields:
- When customers buy: the quantity of line items a Customer must buy for the discount to apply.
- line items, they get: the quantity of line items the discount applies to.
- From the drop-down, select if the discount should apply to the most expensive item or cheapest item in the cart.
- Limit this discount to: the number of times the discount can apply on a Cart. Select the Unlimited checkbox for unlimited use.
- For Discount value, enter the discount value.
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Shipping
-
In the Apply these discount effects section, choose the target of the discount and define the effects for it.
- For Apply this effect to, select Shipping.
- For Discount type, select how the discount applies.
- For Discount value, enter the discount value.
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Gift item
-
In the Apply these discount effects section, select the gift item to add to the Cart.
-
For Product ID, enter the ID of the Product.
You can find this in the URL, when you select the Product in the Merchant Center.
-
For Variant ID, enter the ID of the Product Variant.
You can find this in the URL, when you select the Product Variant in the Merchant Center.
-
Optional: For Supply Channel, select the supply Channel of the Product.
-
Optional: For Distribution Channel, select the distribution Channel of the Product.
-
-
In the Under these cart conditions section, define the criteria under which the discount should apply.
-
For Eligibility criteria, select if the discount should apply to specific or all carts.
-
If you selected Apply to specific carts, for the Where field, select a rule.
- If you select all of these are true, all rules defined must be true for the Cart Discount to apply.
- If you select all of these are not true, all rules defined must be false for the Cart Discount to apply.
- If you select at least one of these are true, any rule defined must be true for the Cart Discount to apply.
- If you select at least one of these are not true, any rule defined must be false for the Cart Discount to apply.
-
Define a (predicate) condition or nested conditions. For more information about the syntax, see Predicate syntax.
-
-
Manage Cart Discounts
Add a Cart Discount to a Discount Group
- Go to Discounts > Cart discount list.
- Select the Cart Discount that you want to add to a Discount Group.
- On the General tab, in Discount group, select the Discount Group you want to assign.
- Click Save.
- Optional: To verify, navigate back to the Discount Groups list, select the group, and then click Show discounts to confirm that the Cart Discount is listed.
You can add only global Cart Discounts (not assigned to a Store) and non-gift item Cart Discounts to a Discount Group.
Remove a Cart Discount from a Discount Group
- Go to Discounts > Cart discount list.
- Select the Discount Group associated with the Cart Discount.
- Click the remove icon and specify the rank (sort order) of the Cart Discount.
- Click Save.
Activate a Cart Discount
- Go to Discounts > Cart discount list.
- Select the Cart Discount that you want to activate.
- Click the Status toggle.
- Click Activate discount in the dialog.
Duplicate a Cart Discount
You can duplicate an existing Cart Discount to save time when setting up a new Cart Discount. To duplicate a Cart Discount, do the following:
- Go to Discounts > Cart discount list.
- Select the Cart Discount that you want to duplicate.
- Click Duplicate cart discount.
- Click Save.
By default, duplicated Discounts are not activated.
Discount Groups
A Discount Group is a container for Cart Discounts that controls how the grouped discounts are prioritized. This is useful for managing temporary campaigns or running time-sensitive promotions. For example, you can group seasonal sale promotions into a single Discount Group, and then deactivate all of them at once when the sale ends.
Currently, Discount Groups can be used to group only global Cart Discounts. Users with Store-specific permissions can't access Discount Groups.
Create a Discount Group
To create a Discount Group, do the following:
- Go to Discounts > Cart discount list.
- Click Add discount group.
- For Group name, enter localized names for the Discount Group.
- Optional: For Group description, enter localized descriptions for the Discount Group.
- For Group key, enter a unique identifier value for the Discount Group.
- For Rank (sortOrder), enter the rank for the Discount Group. The sort order is unique among all Discount Groups and Cart Discounts.
It determines the priority in which Cart Discounts from the Discount Group are applied; a larger value is ranked higher. - Click Save.
Manage Discount Groups
Activate or deactivate a Discount Group
- Go to Discounts > Cart discount list.
- Select the Discount Groups.
- Click the Actions list.
- Click either Activate or Deactivate, and then confirm the action.
Activating a Discount Group does not activate the associated Cart Discounts. Deactivating a Discount Group deactivates all the associated Cart Discounts.