Working with catalog discounts

You can use catalog discounts to motivate selected customers to purchase more products. If you use catalog discounts, the system offers your products on the live site to all eligible customers for discounted prices. The system also displays the products’ discounted prices to your on-line store administrators while creating/editing orders of your eligible customers.

You can configure catalog discounts to apply only to products specified by rules (macro conditions); the catalog rules use properties of the respective SKUs (product objects), and can include the range of the product price, manufacturer of the product, its public status, etc. You can also specify periods of validity for catalog discounts.

For example, you can provide special Christmas sale discounts to all eligible customers who purchase any products from the selected departments such as Clothing, Electronics, etc. between November 15 and December 23.

Adding catalog discounts

You can add catalog discounts in the Catalog discounts application.

• Adding catalog discounts limited by periods of validity
• Adding catalog discounts targeted on selected customers
• Adding catalog discounts limited to selected product scopes

Adding catalog discounts limited by periods of validity

To add catalog discounts limited by periods of validity:

1. ClickNew catalog discount.

2. Enter the catalog discount properties.

   You need to specify the properties in the Duration section:

   • Valid from - specifies the start of the period of validity.
   • Valid to - specifies the end of the period of validity.                              
     

3. Click Save.

The system creates a new catalog discount. The system applies the discount only during the discount’s period of validity (if active).

Adding catalog discounts targeted on selected customers

To add catalog discounts targeted on selected customers:

1. ClickNew catalog discount.

2. Enter the catalog discount properties.

   While entering the discount’s properties, make sure you change the value of the Only for these customers property in the Customers section:

   • All - all customers are eligible for the discount; the default option.

   • Registered users - only registered customers are eligible for the discount.

   • Selected roles - only customers in selected roles are eligible for the discount. To add roles:  

     1. Click Select roles.

        • This opens the Select roles dialog.

     2. Select the required roles.

     3. Click Select.

   You can enter roles directly by typing in their code names separated by semicolons, e.g. _authenticated_;Members.

   You can add registered customers to roles in the Customers application while editing a selected customer on the Roles tab.

   

3. Click Save.

The system creates a new catalog discount. The system applies the discount (if active) only for the selected customers.

Adding catalog discounts limited to selected product scopes

To add catalog discounts limited to selected product scopes:

1. ClickNew catalog discount.

2. Enter the catalog discount properties.

   While entering the discount’s properties, make sure you change the value of the Apply to property in the Basics section:

   

   Selecting the discount rules

   1. Click Edit condition to edit the Apply to property.

      • This opens the Edit macro condition dialog on the Rule designer tab.

   2. Select the required rule in the right part of the dialog.

   3. Click Add rule () to add the rule to the condition.

   4. (Optional) Repeat Steps b. and c. to add more rules.

      Specifying the rule parameters

   5. Click the underlined part of the rule in the left part of the dialog.

      • This opens the Set parameter value dialog.

   6. Select the parameter.

   7. Click OK.

      • The system closes the Set parameter value dialog. The Edit macro condition dialog is open for editing.

   8. (Optional) Repeat Steps a. through c. if the rule contains more parameters, or if you added more rules.

      

   9. Click Save & Close.

      • The system closes the Edit macro condition dialog and saves the condition specifying the selected product scope.

3. Click Save.

The system creates a new catalog discount. The system applies the discount only if the specified condition is fulfilled (if active).

Modifying catalog discounts

You can modify catalog discounts in the Catalog discounts application.

1. Select a catalog discount and click Edit ().
2. Modify the catalog discount properties as required.
3. Click Save.

You can now use the catalog discount with its updated settings.

Displaying catalog discounts in the invoice

To display catalog discounts applied on the ordered product items in the invoice:

1. Open the Store configuration application.

2. Switch to the Invoice tab.

3. Add the following code into your invoice template:

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    {%ContentTable.ApplyTransformation("Ecommerce.Transformations.Order_ContentTable",
    "Ecommerce.Transformations.Order_ContentTableHeader",
    "Ecommerce.Transformations.Order_ContentTableFooter")#%}
   
   
   
    

   

4. Click Save.

If you now review an existing order on the Invoice tab, you can see that the invoice includes information about catalog discounts applied on the ordered product items.

Displaying product discounts on the live site

The system allows you to attract the customers by showing them what economical and convenient purchases they can make in your on-line store. Specifically, the system can display for the products their original and discounted prices. The system can also display for selected products special status labels, for example Sale, New, Featured, etc.

Offering products at discounted prices

You can motivate your customers to purchase more products by offering the products at discounted prices.

The Kentico E-commerce Solution sample product listing pages can display the products with the original and discounted prices. Whether and how the system displays the prices depends on the products’ configuration, and availability of catalog discounts:

The Kentico E-commerce Solution sample product details pages can display the products with the original and discounted prices. The amount (and percentage of the original prices) that the customers can save is also displayed. Whether and how the system displays this information depends on the products’ configuration, and availability of catalog discounts:

Offering products highlighted with statuses

You can motivate your customers to purchase selected products by showing product statuses, e.g. Sale, New, Featured, etc.

Configuring the pages to display product discounts

The sample product listing pages and sample product details pages contain web parts using transformations that can display product discount information (product prices and statuses).

To configure a product listing/product details page to display product prices and product statuses:

1. Open the Pages application.

2. Select the required page from the content tree.

3. Switch to the Edit -> Design tab.

4. Add appropriate web part(s) to the selected web part zone(s).

   You can do this by copying the web part(s) from any sample product listing/product details page.

   • If you are editing your custom product listing page, add the Product List web part.
   • If you are editing your custom product details page, add the Product Detail and Product Main Image web parts.

5. Modify the web parts’ Transformation properties as required.

   Product listing pages

   • If you want the page to display product prices, i.e. the currently valid price and the undiscounted price (if available), make sure the transformation contains the following code:

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       <span class="retailPrice"><%# If(GetSKUOriginalPrice() > 0, GetSKUFormattedOriginalPrice(), "") %></span>
       <span class="price"><%# GetSKUFormattedPrice() %></span>
     
     
       

   • If you want the page to display product statuses (if available), make sure the transformation contains the following code:

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       <span class="indicator <%# GetSKUIndicatorProperty("PublicStatusName") %>"><%# Localize(GetSKUIndicatorProperty("PublicStatusDisplayName")) %></span>
     
     
       

     
     Product details pages

   • If you want the page to display product prices, i.e. the currently valid price and the undiscounted price (if available), and the amount (percentage of the original price) that the customers can save, make sure the transformation contains the following code:

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       <table>
             <% if(GetSKUPriceSaving() > 0){ %>
             <tr>
                 <td class="label">
                    <span class="retailPrice">List price: </span>
                 </td>
                 <td>
                     <span class="lineThrough"><%# GetSKUFormattedOriginalPrice() %></span>
                 </td>
              </tr>
              <tr>
                 <td class="label">
                      <span class="yourPrice">Your price: </span>
                 </td>
                 <td>
                      <span><%# GetSKUFormattedPrice() %></span>
                 </td>
              </tr>
              <tr>
                 <td class="label">
                     <span class="instantSavings">You save: </span>
                 </td>
                 <td>
                     <span><%# GetSKUFormattedPriceSaving() + " (" + GetSKUPriceSaving(true) + "%)"  %></span>
                 </td>
               </tr>
             <% } %>
        </table>
     
     
       

     

   • If you want the page to display the product’s status (if available), make sure the transformation contains the following code:

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       <div class="productPublicStatus">
           <span class="<%# GetSKUIndicatorProperty("PublicStatusName") %>">
             <%# Localize(GetSKUIndicatorProperty("PublicStatusDisplayName")) %>
           </span>
       </div>
     
     
       

     

6. (Optional) Modify other properties of the web part(s) if required.

7. Click OK.

If your customers now view the page on the live site, they can see the product’s discount information.

Managing access to catalog discounts for selected users

In Kentico, managing access to catalog discounts for selected users is managing corresponding E-commerce Solution permissions for the roles to which the users are assigned.

1. Open the Roles application.
2. Select the required site.
   • The system displays a list of all roles available on the selected site.
3. Edit () the selected role.

Adding the users to the role

First, you need to make sure that the selected users are in appropriate roles. This is because you cannot add permissions directly to the users but to the roles to which the users are assigned.

1. Switch to the Users tab.
2. Click Add users.
   • This opens the Select users dialog.
3. Select the user(s).
4. Click Save & Close.

The system closes the Select users dialog and adds the selected user(s) to the current role. Now you can manage access to catalog discounts for the selected user(s) by assigning / unassigning the corresponding E-commerce permissions for the role.

Assigning / unassigning permissions for the role

1. Switch to the Permissions tab.

2. Select Module (Permissions for, left).

3. Select E-commerce (Permissions for, right).

   • The system displays a list of all E-commerce permissions available for the current role.

4. Enable/disable the permissions as required.

   Permission	Description
   Read discounts	Allows users in selected roles to access discounts and free shipping offers.
   Modify discounts	Allows users in selected roles to create, modify and delete discounts and free shipping offers.
   Read configuration	Allows users in selected roles to access E-commerce configuration, i.e. the on-line store settings, discount rules, etc.
   Modify configuration	Allows users in selected roles to modify E-commerce configuration.

The system allows/restricts for all users in the current role the selected permissions. The users now have / do not have the permissions and can / cannot access catalog discounts.

Removing catalog discounts

You can remove catalog discounts from your on-line store in the Catalog discounts application.

1. Select a catalog discount.
2. Click Delete ().
3. Confirm that you want to remove the discount (OK).

The system removes the catalog discount from your on-line store.

Reference