This guide explains the different discount code options available for managing customer offers. It covers how to create discount codes, configure usage rules and discount types, manage them after creation, and analyse their performance. These can be managed in Sales → Discount codes.
Creating a Discount Code
To create a new discount code:
- Go to Sales → Discount codes.
- Click New discount code in the top-right corner.
- Complete the required fields.
- Save your changes.
Discount Code Fields
When creating a code, you can configure:
- Discount code name — Internal reference name for admin use
- Discount code — The code customers enter at checkout
- Discount percentage — Percentage discount applied
- Description — Message shown to customers in their basket
- Usage rule — How often the code can be used
- Discount type — Whether it applies to the whole order or selected products
- Admin note — Internal notes (not shown to customers)
Discount Code Usage Rules
Usage rules control how often a discount code can be applied.
Unlimited
- Applies to every eligible order
- Customers can use the code multiple times
- No usage cap
Best for: Ongoing promotions or staff discounts.
Specific Order Numbers
- Restricts usage to selected customer order numbers
- Example: valid only on a customer’s 1st and 4th order
- Automatically stops applying outside those orders
Best for: New customer or loyalty milestone offers.
Order Limit
- Sets a maximum total number of uses across all customers
- Code becomes invalid once the limit is reached
Best for: Limited campaigns or capped promotions.
Discount Types
Discount type controls what the discount applies to.
Whole Order
- Applies the discount percentage to the entire basket total (products only)
Use when: Running store-wide promotions.
Products
- Applies only to selected products
- You choose eligible products in the selection dialog
- Discount only works if those products are in the basket
Use when: Promoting specific items or ranges.
Customer-Facing Description
The Description field is shown to customers in their basket after they apply the code.
Use this to clearly explain:
- What the discount is for
- What it applies to
- Any key conditions
Example:
“New customer offer — 20% off your first order”
Editing or Disabling Discount Codes
You can update or disable any existing discount code.
Edit a code
- Go to Sales → Discount codes.
- Click Edit next to the code.
- Update the required fields.
- Save changes.
Disable a code
- Open the discount code for editing.
- Toggle Enabled off.
- Save/update the code.
When disabled:
- New customers cannot use the code
- The code is removed from customers who currently have it applied to future orders
How Customers Apply a Discount Code
Customers apply discount codes in their basket.
Steps
- Customer adds items to their basket.
- They enter the code in Add a promo code.
- Click Apply.
After applying:
- The discount description is displayed
- The system indicates whether it applies now or to a future order
A promo code can only be entered once items are in the basket.
Manually applying Discount Codes to a Customer
You can manually assign a discount code to a customer record.
Apply a code
- Open the customer record.
- Go to the Overview tab.
- Find the Discount section.
- Select a code from the dropdown list.
- Click Apply.
All previously created discount codes appear in the dropdown.
Remove a code
- Click Remove discount code when a code is active on the customer.
Analysing discount code usage
In 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 also find an extensive report and analysis on discount codes from within Data hub → Data over time under the ‘Discounting’ tab.
Discount Codes and Delivery Fees
Discount codes do not apply to delivery fees.
- Discounts apply to product totals only
- Delivery charges are still added
Example:
- Basket discount = 100%
- Delivery fee present
- Customer still pays the delivery fee
How Customers Apply a Discount Code
Customers apply discount codes in their basket.
Steps
- Customer adds items to their basket.
- They enter the code in Add a promo code.
- Click Apply.
After applying:
- The discount description is displayed
- The system indicates whether it applies now or to a future order
A promo code can only be entered once items are in the basket.
Discount Codes and Minimum Spend Rules
Discount codes work alongside minimum spend requirements.
- Minimum spend is checked before discount is applied
- Orders still process even if the final total drops below minimum spend after discount
Example
- Minimum spend = £10
- Basket value = £12
- Discount = 50%
- Final total = £6
✅ Order still processes successfully.
Orders can also process with:
- 100% discounts
- £0 final basket value
Discount Code Visibility in Packing
Discount code information is visible in fulfilment and packing tools to help identify affected orders and products.
Navigate to: Fulfilment → Packing
Discount code details appear in:
- Exported packing sheets
- Printed packing sheets
- Packing screens
This helps packing teams:
- Identify discounted orders
- Spot products linked to specific promotions
