Creating discounts is easy and can be done in just a few steps. Follow the guide below to set up a Simple Discount and ensure it works seamlessly.
1. Navigate to your Admin System and go to Discounts, found in the main menu.
2. Click on Add Discount in the top right hand corner.
3. Choose a Description for your discount.
4. Select Discount Type
- Under Discount Type, select Simple.
- Simple Discounts allow you to apply percentage-based or fixed discounts on specific products.
5. Choose How It’s Used
- Automatic: The discount applies automatically as customers add items to their order.
- Voucher Code: Customers must enter a Voucher Code at checkout to receive the discount.
- If you choose Voucher Code, you can:
- Manually enter a single, or multiple voucher codes (Up to 5 if it's done manually).
- Generate a random code.
- Bulk upload multiple voucher codes.
- If you choose Voucher Code, you can:
6. Match Products
You can match products to apply the discount by selecting from the following criteria:
- Barcode
- Brands
- Category
- Name
- Tags
- SKU
- Entire Basket
- Any Product
- Delivery Option
- Any Delivery Option
- Rules (JSON Logic)
Tip: Use Rules (JSON Logic) for more complex, customisable rules. For example, combining specific conditions like excluding categories or products on sale.
7. Find and Add Products
- Search and select the product(s) or groups of products you want the discount to apply to.
- You can add more than one product per line if they share the same discount setup.
8. Set the Discount Details:
-
Discount Type: Choose the type of discount:
- % Off (Percentage discount).
- Money Off (Whole Bundle or Per Unit).
- New Fixed Price (Whole Bundle or Per Unit).
-
Value: Enter the value of the discount (e.g., 10% or £5).
-
QTY: Set the quantity of items a customer must purchase to qualify for the discount. (Leave empty for if a minimum is not required)
9. Add Rules (Optional)
You can configure Advanced Rules to add conditions for your discount.
- Example: Set a minimum/maximum spend, a date range, limits and more!
- Refer to the article How to Manage Discount Rules for a step-by-step guide on creating and managing rules.
10. Save and Activate
- Toggle the discount to Active to make it available for customers.
- Once all the details are configured, click SAVE at the top-right corner.