Example - Applying an order discount

The example demonstrates an application of an order discount. The 10% discount is time-limited, targeted on your customers in the Facebook users role, and applies to all orders to Texas exceeding 100 USD. It is applied while editing an existing order in the administration interface, and while shopping on the live site.

The example uses the sample E-commerce Site.

Adding an order discount

The order discount in this example doesn’t use discount coupons.

Please refer to Example - Applying a coupon code to receive a discount on your orderto see an example of application of an order discount that uses discount coupons.

First, enter the order discount’s general and value properties.

  1. Open the Order discounts application.

  2. Click New order discount.

    • The system opens a page where you can specify the discount properties.
  3. Enter the following values for the discount’s properties:                

    • Name: Christmas sale
    • Enabled: Yes (checked)
    • Discount: By %
    • Value: 10
  4. Click Save.

The system saves the order discount. Currently, the discount applies to all orders placed by all customers.

Limiting the discount’s validity

The values in this section can be invalid when you are going through the example.

Make sure you specify a valid period.

To specify the order discount’s period of validity:

  1. Enter the properties in the Duration section.
    • Valid from:  11/15/2014 8:00:00 AM
    • Valid to: 12/23/2014 6:00:00 PM
  2. Click Save.

The system saves the order discount. Currently, the discount applies to all orders placed by all customers within the specified period.

Specifying the discount’s customer target group

To specify the order discount’s customer target group:

  1. Enter the properties in the Customers section.
    • Only for these customers: Selected roles

      1. Click Select roles.

        • The system opens the Select roles dialog.
      2. Select the Facebook users role.

        Specifying the customer target group

      3. Click Select.

        • The system closes the Select roles dialog.
  2. Click Save.

The system saves the order discount. Currently, the discount applies to all orders placed by customers in the Facebook users role within the specified period.

Specifying the discount’s application conditions

To further limit the order discount’s application, specify the properties in the Discount conditions section.

Specifying the minimum order amount

  • Minimum order amount: 100

Selecting the discount rule

  1. Click Edit.

    • This opens the Edit macro condition dialog on the Rule designer tab.
  2. Select the Shipping address state 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 state in the left part of the dialog.

    • This opens the Set parameter value dialog for the state parameter.
  2. Select Texas from the list of available states.

    Specifying the rule’s parameter

  3. Click OK.

    • The system closes the Set parameter value dialog.
  4. Click Save & Close in the Edit macro condition dialog.

    • The system closes the dialog saves the macro condition.
  5. Click Save.

The system saves the order discount. Currently, the discount applies to all orders to Texas exceeding 100 USD placed by customers in the Facebook users role within the specified period.

Applying the order discount

While editing an existing order in the administration interface

  1. Open the Orders application.

  2. Edit () the selected order to Texas placed by a customer (user) in the Facebook users role.

  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: 10
    4. Click Add to cart.

      • The system closes the dialog and applies the discount on the order.

        Applying the order discount

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

While shopping on the live site

  1. View the live site.

  2. Sign in as a customer (user) with their address in Texas in the Facebook users role.

  3. Select Clothing ->** T-shirts** in your on-line store main menu.

    • The system displays a list of all T-shirts that you offer in your on-line store.
  4. Click Add to cart in the Nike Race Day section.

    The product has product options. That’s why the system now displays the product’s details page.

  5. Enter 10 for the amount of product items.

  6. Click Add to cart again.

    • The system displays the content of the shopping cart of the customer (user) in the selected role, with the discount applied on the order.

      Viewing the shopping cart content

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