Example - Applying a catalog discount

✖
Copy to clipboard

This example demonstrates an application of a catalog discount. The example uses the sample E-commerce Site.

We want a 10% discount, that is time-limited, targeted at registered customers, and applies to all products from the Clothing department. The system applies the discount while shopping on the live site, and while editing existing orders in the administration interface.

Adding a catalog discount

First, enter the catalog discount’s general properties.

  1. Open the Catalog discounts application.

  2. Click New catalog discount to open a page where you can specify the discount properties.

  3. Enter the following values for the discount’s properties:

    • Name: Clothing department discount
    • Enabled: Yes (selected)
    • Discount: Percentage
    • Amount: 10

  4. Click Save.

The system saves the catalog discount. Currently, the discount applies to all products, there is no time limit, and all customers are eligible.

Limiting the discount’s validity

To specify the catalog discount’s period of validity:

  1. Enter the properties in the Duration category.

    • Valid from: 11/15/2017 8:00:00 AM

    • Valid to: 12/23/2017 6:00:00 PM

      To see how the discount applies to products on the site, adjust the validity to include the current date.

  2. Click Save.

The system saves the catalog discount. Currently, the discount applies to all products, there is a time limit specified, and all customers are eligible.

Specifying the discount’s customer target group

To specify the catalog discount’s customer target group:

  1. Enter the properties in the Target customers category.
    • Available for: Registered users
  2. Click Save.

The system saves the catalog discount. Currently, the discount applies to all products, there is a time limit specified, and only the registered customers are eligible.

Limiting the discount’s product scope

To limit the catalog discount’s product scope, specify the Apply to property in the Basics category.

Selecting the discount rule

  1. Click Edit to open the Edit macro condition dialog.
  2. Select the Product department is rule in the right part of the dialog.
    Selecting the discount rule
  3. Click Add rule () to add the selected rule to the condition.

Specifying the rule’s parameter

  1. Click select department in the left part of the dialog to open the Set parameter value dialog.
  2. Select Clothing from the list of available departments.
    Specifying the rule’s parameter
  3. Click Set parameter to close the Set parameter value dialog.
  4. Click Save & Close in the Edit macro condition dialog to save and close the dialog specifying the product scope.
  5. Click Save.

The system saves the catalog discount. Currently, the discount applies to all products from the Clothing department, there is a time limit specified, and only registered customers are eligible.

Applying the catalog discount

While shopping on the live site

  1. View the live site.

  2. Sign in as a registered customer.

  3. Select Clothing -> T-shirts in the on-line store’s main menu.

    • The system displays a list of all T-shirts offered in the store.

      The system offers all clothing with a 10% discount to the registered customer.

      Offering discounted T-shirts

  4. Click Add to cart next to the Nike Race Day product.

    The product has product options, so the system now displays the product’s details page.

  5. Click Add to cart again.

    • The system displays the product’s unit price in the shopping cart with the catalog discount applied.

If you now click Check out, you can continue with the checkout process.

While editing existing orders in the administration interface

  1. Open the Orders application.

  2. Edit () the selected order of a registered customer.

  3. Switch to the Items tab.

  4. Add the Nike Race Day T-shirt.

    1. Click Add item.

      • The system opens the Add order items dialog.

    2. Select the Nike Race Day T-shirt.

      Click the name of the product leaving the Quantity field empty. The system opens the Add order items dialog with the product details displayed.

      The system behaves like this because the product has product options.

    3. Specify the amount of product items:

      • Units: 1

    4. Click Add to cart.

      • The system closes the dialog and applies the catalog discount.
        Applying the catalog discount

The catalog discount is included in the displayed Unit price. If you view the Price detail (), you can see a detailed summary of all applied discounts.

If you now click OK, the system saves the order.