Working with order discounts

You can use order discounts to motivate selected customers to purchase more products. The system applies order discounts on your eligible customers’ whole shopping. Specifically, these discounts apply to the sum of prices of product items (including selected product options) added to the shopping cart.

You can configure order discounts to apply only if specified rules (macro conditions) are fulfilled; the order rules use properties of the shopping cart, and can include shopping cart content, billing/shipping address, order currency, etc. You can also specify periods of validity for order discounts.

For example, you can provide special Christmas sale discounts to all eligible customers who make the purchase between November 15 and December 23, and pay in U.S. Dollars.

Adding order discounts

You can add order discounts in the Order discounts application.

• Adding order discounts limited by periods of validity
• Adding order discounts targeted on selected customers
• Adding order discounts limited by conditions

Adding order discounts limited by periods of validity

To add order discounts limited by periods of validity:

1. ClickNew order discount.

2. Enter the order 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.

     

1. Click Save.

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

Adding order discounts targeted on selected customers

To add order discounts targeted on selected customers:

1. ClickNew order discount.

2. Enter the order 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 order discount. The system applies the discount (if active) only for the selected customers.

Adding order discounts limited by conditions

To add order discounts limited by conditions:

1. ClickNew order discount.

2. Enter the order discount properties.

   While entering the discount’s properties, make sure you specify the values of the properties in the Discount conditions section:

   

   Specifying the minimum order amount    

   • Enter the minimum order amount in your on-line store main currency.Selecting the discount rules

   1. Click Edit condition to edit the Further conditions 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 limiting the discount’s application.

3. Click Save.

The system creates a new order discount. The system applies the discount only if the specified conditions are fulfilled (if active).

Modifying order discounts

You can modify order discounts in the Order discounts application.

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

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

Displaying order discounts in the invoice

To display a discount applied on the customer’s order in the invoice:

1. Open the Store configuration.

2. Switch to the Invoice tab.

3. Add the following code into your invoice template:

   Copy

   
   
   
    {%OrderDiscount.Format(Currency.CurrencyFormatString)#%}
   
   
    

   

4. Click Save.

If you now review an existing order on the Invoice tab, you can see that the invoice includes information about order discount(s) applied on the order.

Managing access to order discounts for selected users

In Kentico, managing access to order 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 order 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 order discounts.

Removing order discounts

You can remove order discounts from your on-line store in the Order discounts application.

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

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

Reference