This new functionality gives you the ability create custom discount codes that you can use for promotions, staff discounts and seasonal offers on products.
Discount codes can be created against a whole order (total of customers basket) or against individual products (just the product selected is discounted). This first phase of discount codes allows for any percentage to be deducted from a whole order or specific products.
How to create a discount code
To create a discount code navigate to sales/discount-codes. To start creating a new discount code click on ‘new discount code’. Below is a guide on creating the two different discount types.
Whole order - this applies the discount percentage against the customers whole basket total
Products - this means the discount percentage is restricted to certain products only
Creating a discount code against a whole order
The fields of data in the below image can be completed when creating a discount code against a whole order.
This shows how the discount code is entered in the customer basket. The customer then clicks ‘apply’ which then activates the discount code against their order. The discount amount is then summarised in the basket above the total that the customer will be charged for the order which is less the amount being discounted.
Creating a discount code against a product
When creating a discount code for a specific product the same fields apply as ‘whole order’ discounts but an additional product selection field appears at the bottom. This is where you would select the products that the the discount code will work against. The customer must have these products in their basket for the discount code to work.
Adding and removing discount codes in the admin
You can also apply a discount code manually in a customers record under ‘Discount’ in the overview tab. All discounts codes that have ben created will appear in the drop down list then hit ‘apply’ to save the discount code against the customer.
You can also remove a discount code from a customer by clicking the ‘remove discount code’ button which appears when a discount code is active against the customer.
Editing and and disabling discount codes
You can edit any discount code that has been created by clicking edit next to the code which brings up the box to change the details.
Here you can also disable the discount code. When enabled is toggled off and the discount code is updated. This will prevent any new customers from using the code and will remove the code from all customers who have the discount code against their orders.
Analysing discount code usage
In your customer report you can analyse the usage of the discount codes by your customers. Here you can can sort or filter by discount code. For example if a discount code is being used for a ‘new customer offer’ that is only valid for a limited number of orders. You can apply a filter for both discount code and number of orders. Once the customer has hit the limit of orders allowed with the discount code you can then go into their customer record to remove from customers account.
Discount codes and minimum spend
Discount codes work intuitively with any minimum spend rules you have set, minimum spend will still apply to the basket value, however if the discount takes the transaction amount below it the order will still process. For example, if minimum spend = £10 and basket value = £12, a 50% discount code lowers transaction value to £6 - this will still process as intended. You can even offer discounts up to 100% off (shown below), a £0 value will still process as required.
