Guidelines for setting up various sales discounts

The following describes how to set up sales discounts which will be added to orders. The sales discount functionality comes with the Sales Discount module for Dynamicweb eCommerce.
This article includes guidelines for setting up specific sales discount rules using various settings such as sales discount types and user levels.

 

What is a sales discount?

A sales discount defines a set of conditions under which a customer should receive a sales discount on his or her order if certain requirements are fulfilled.
It is up to the shop administrator to configure the sales discounts and who it should be valid for. Sales discounts can be set up for all visitors, all extranet users or specific extranet users or groups.
 

Creating sales discount categories for extranet users or groups requires that you have the Dynamicweb Extranet/Intranet or Extranet/Intranet, Extended module installed on your solution.

 

Sales discounts come in different types, depending on the conditions they need to meet. It can be a Christmas discount where everybody should get 5% discount if they buy products for more than 1000 kr. in one order in December. Or it can be a quantity discount where everybody who buys more than 10 products gets free merchandise.

 

All sales discounts are added as seperate orderlines in the shopping cart presented on the website. 

Use cases

The following sections describe how to set up common sales discount rules in Dynamicweb eCommerce. Each section begins with a common use case and subsequently explains the necessary steps for setting up a sales discount that matches the use case.


You can combine the conditions in multiple configurations. Many more than the scope of this use case section. Once you are familiar with the various options and how they can be combined you will able to create your own sales discounts that fits your particular needs.

Product discount

USE CASE: I want all customers to get a 40 percent discount when buying a certain product.

 

The following example shows how to set up a sales discount, which gives customers a 40 percent discount when buying a certain product from the product catalog:
 

How to create a product discount.

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "Product on sale" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Product discount as the sales discount type.
  4. Choose Products and/or groups to apply the sales discount to a certain product.
  5. Click Add products and product groups and choose the product from the product navigation.
  6. Choose Percentage as sales discount value and enter "40" in the input field.
  7. Select the Active field to activate the sales discount 
  8. Save the sales discount.

Product group discount

USE CASE: I want registered customers to get a 5 percent discount on products located in a certain product group.

 

The following example shows how to set up a discount which subtracts 5 percent of the price of products in a certain product group:
 

How to create a product group discount.

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "Surplus stock sale" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Product discount as the sales discount type.
  4. Choose Products and/or groups to apply the sales discount to a certain product group.
  5. Choose Percentage as sales discount value and enter "5" in the input field.
  6. In the Limitation panel, choose "All extranet users" as the user limitation (Used by) as we want all users that have logged in to get the sales discount.
  7. Select the Active field to activate the sales discount 
  8. Save the sales discount.

Quantity discount

USE CASE: I want registered customers to get two free products when they buy more than four products.

 

The following sales discount adds two free products to the total order when an extranet user buys more than four products:
 

How to create a quantity discount. 

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "Huge deals" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Quantity discount as the sales discount type.
  4. Enter 4 as the product count.
  5. Choose Products as sales discount value and choose two products from your product catalog, e.g. merchandise, accessories.
  6. Select the Active field to activate the sales discount 
  7. Save the sales discount.  

Order discount

USE CASE: I want customers to get a discount when they buy for more than a certain amount.

 

The following example shows how to set up a sales discount which subtracts 100 from the total price of orders placed by extranet users that buy for more than 1500:
 

How to create an order discount.

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "Big spender" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Order discount as the sales discount type.
  4. Choose greater than as Condition and enter "1500" in the input field.
  5. Choose Amount as sales discount value and enter "100" in the input field.
  6. Under the Limitation section, choose All extranet users as the user limitation (Used by) as we want all extranet users to get this discount when buying for more than the specified buy limit.
  7. Select the Active field to activate the sales discount.
  8. Save the sales discount.

Campaign discount

USE CASE: I want customers to get a 10 percent discount every time they buy products in a specific month this year.

 

The following example shows how to set up a sales discount which adds a free product to all customer orders when buying products from the web shop in August 2008:
 

How to create a campaign sales discount.

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "Campaign" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Product discount as the sales discount type.
  4. Choose All products to apply the sales discount to all products.
  5. Choose Percentage as sales discount value and enter "10" in the input field.
  6. In the Limitation panel, configure a start date, e.g. 01, August, 2008, 12:00 and an end date, e.g. 01, September, 2008, 12:00
  7. Choose "All" as the user limitation (Used by).
  8. Select the Active field to activate the sales discount 
  9. Save the sales discount.

Voucher discount

USE CASE: I want customers that enters a certain code to get a 10 % discount on the total order.

 

The following example shows how to set up a discount which subtracts 10 % of the total price from the order for all VIP customers that enter a predefined voucher code:
 

How to create a voucher discount.

  1. Click New sales discount in the toolbar. This opens the sales discount settings.
  2. Enter "VIP voucher" or another meaningful name that shortly describes what the sales discount is about, in the Name field.
  3. Select Order field discount (located under the additional sales discount types) as the sales discount type.
  4. Choose Voucher as the order field. (This requires that you have created the Voucher field under the order field settings. See the online manual for further reference.).
  5. Enter a voucher code, e.g. VX56398 in the Order field value field. The customer needs to enter the voucher code when ordering the products.
  6. Choose Percentage as sales discount value and enter "10" in the input field.
  7. Select the Active field to activate the sales discount 
  8. Save the sales discount.
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