Discounts

Discounts allow customers to take advantage of special offers and encourage more sales. They can be assigned to products, categories, order subtotal, and more.

To manage and view the list of discounts, go to  Promotions -> Discount.

On the Discounts list page, there is a Search panel to look up existing discounts quickly. By default, there will be no discounts listed until a new Discount is created for the first time. The different search criteria descriptions are as follows.

• Start date and End date: To search for Discounts that were created between the Start date and End date
• Discount Type: To search for Discounts that have one of the following Discount Types or choose the All option to include all Discount Types.
  • Assigned to Order Total
  • Assigned to Products
  • Assigned to Categories
  • Assigned to Manufacturers
  • Assigned to Shipping
  • Assigned to Order Subtotal
• Coupon code: To search by Coupon code configured on the Discount.
• Discount name: To search by the Name configured on the Discount.

Adding a new discount

To add a new discount, go to  Promotions → Discounts and click Add new.

This page is available in two modes: advanced and basic. Stay in the basic mode, which only displays the main fields, or switch to the advanced mode displaying all the available fields.

• Enter the Name of the discount.

• From the Discount type dropdown list, assign the discount to the required option as follows:

• • Assigned to order total: these discounts are applied to the entire customer order (order total).
  • Assigned to products: after this discount is created, the store owner can assign it to a product on the product details page or add products in the Applied to products panel, which will be displayed below after you save the new discount.
    • Products in Concerto Commerce can have any number of discounts attached. In the case of several discounts applied, Concerto Commerce will automatically calculate the best possible price for the customer based on all the available discounts and group memberships.
  • Assigned to categories: after this discount is created, the store owner can assign it to a category on the category edit page or add categories in the Applied to categories panel, which will be displayed below after you save the new discount. This enables applying the discount to all products in this category.
    • If selected, the Apply to subcategories field will be displayed to allow applying this discount to subcategories. 
• • Assigned to manufacturers: after this discount is created, the store owner can assign it to a manufacturer on the manufacturer edit page or add the manufacturer in the Applied to manufacturer panel, which will be displayed below after you save the new discount. This enables applying the discount to all products by this manufacturer.
  • Assigned to shipping: these discounts are applied to the shipping fee.
  • Assigned to order subtotal: these discounts are applied to order subtotal values.

• Select the Use percentage checkbox if you want to apply a percentage discount.
  • If the previous checkbox is selected, the Discount percentage field will be displayed.
  • You can also set the Maximum discount amount. Leave this field empty to allow any discount amount. If you're using the Assigned to products discount type, then it will be applied to each product separately.

• You can apply the Discount amount to the order or SKU if the Use percentage checkbox is clear.

• Select the Requires coupon code checkbox to enable a customer to apply a coupon code to get the discount.
  • After selecting the checkbox, the Coupon code option appears. You can enter the required coupon code in this field. This enables customers to enter the coupon code during checkout to apply the discount.

NOTE: A customer can apply an unlimited number of coupon codes to an order if they fit it.

• If you want to specify the Start date and End date for your discount, select them in the calendar field in Coordinated Universal Time (UTC).

• The Cumulative with other discounts option allows customers to use several discounts simultaneously. If selected, this discount can be used simultaneously with other ones.

NOTE: This feature only works for discounts of the same type. Right now, discounts of distinct types are already cumulative.

• You can also limit the number of times the discount will be used. From the Discount limitation dropdown list, select the required limitation regarding the discount:
  • Unlimited.
  • N times only: select this option and enter the number of times this discount will be available.
  • N times per customer: select this option and enter the number of times this discount will be available for one customer.

• In the Maximum discounted quantity field (only visible when the Discount type is set to Assigned to products, categories, or manufacturers), specify the maximum product quantity that can be discounted. It can be used for scenarios like "buy 2 and get 1 for free."

• Enter the Admin comment if needed. It won't be visible to customers.

Click  Save to save the changes or Save and continue edit to proceed to edit other panels.

Adding discount requirements

After creating the discount, it's allowed to add discount requirements if you want some specific rules to be applied to the discount. Set up requirements if you want to limit the discount to certain user categories depending on a customer role, the amount spent, or others. You can use a single requirement type or group several types and apply them simultaneously.

To add discount requirements, go to the  Requirements panel:

To add a new requirement, select the  Discount requirement type from the dropdown list.

• There is one requirement type available in Concerto Commerce out of the box: Must be assigned to a customer role. This allows you to configure discounts for certain customer groups (roles). 

• Also, you can create a group of requirements to deal with complex requirements with multiple rules. A requirement group is a useful feature for creating discount requirement templates. You can create a requirement group just once and then use it whenever you want this limitation to be applied. You can include one requirement group into another if needed. 

You can set an unlimited number of requirement groups, one inside another. For example, more complex case, when you want your customers to get a discount if they are vendors and have spent a certain amount or if they are forum moderators and they put a certain product to the cart at the same time.

When customers apply a discount while proceeding to the checkout, it will be displayed as follows:

Applying Discounts with Query Based Criteria

For promotions with a complicated set of requirements to limit the discount, there is an All in one Discount Requirement Type. This option allows to add multiple layers of discount types. For example, a Discount type assigned to shipping and to specific set of products for customers that have previously placed an order. To accomplish this, the All in one Discount Requirement Type utilizes Dynamic Data Sources to simplify identifying large sets of data.

Dynamic Data Sources is a query based tool allowing to create sets of data with multiple filters. Refer to the Dynamic Data Sources article to understand how to create and manage  Dynamic Data Sources to use for promotions.

The All in one Discount Requirement Type is in the Requirements section of the Discount Details page. Either add a requirement group to add multiple layers to the discount requirement or a single requirement. 

• Determine if a requirement group or simple requirement is necessary for the discount. 
• Select the All in one option in the Discount Requirement Type drop down.
• Assign the desired Requirement Type according to the desired limitation to apply to the discount.
• Assign the Quantifier Type to determine the condition to apply the discount.
  • • Limited by Products
      • Has One: Discount will be applied if the list of products in the cart has at least one of the items in the selected data source.
      • Sequence Equal: Discount will be applied if the list of products in the cart is equal to the selected data source.
      • Has All: Discount will be applied if the list of products in the cart has all of the items in the selected data source.
      • In: Discount will be applied if all of the products in cart are in the selected data source.
      • Not In: Discount will be applied if none of the products in cart are in the selected data source.
    • Limited by Customers
      • In: Discount will be applied if the customer is in the selected data source
      • Not In: Discount will be applied if the customer is not in the selected data source
    • Limited by Customer Total Orders Count
      • Less Than or Equal: Discount will be applied if the total number of previous customer orders (with order status: Complete) is less than or equal to the assigned Conditional Value.
      • Equal: Discount will be applied if the total number of previous customer orders (with order status: Complete) is exactly equal to the assigned Conditional Value.
      • Greater Than Or Equal: Discount will be applied if the total number of previous customer orders (with order status: Complete) is greater than or equal to the assigned Conditional Value.
    • Limited by Shopping Cart Items Count
      • Less Than or Equal: Discount will be applied if the total number of shopping cart items is less than or equal to the assigned Conditional Value.
      • Equal: Discount will be applied if the total number of shopping cart items is exactly equal to the assigned Conditional Value.
      • Greater Than Or Equal: Discount will be applied if the total number of shopping cart items is greater than or equal to the assigned Conditional Value.
    • Limited by Customer Total Orders Amount
      • Less Than or Equal: Discount will be applied if the total amount of previous customer orders (with order status: Complete) is less than or equal to the assigned Conditional Value.
      • Equal: Discount will be applied if the total amount of previous customer orders (with order status: Complete) is exactly equal to the assigned Conditional Value.
      • Greater Than Or Equal: Discount will be applied if the total amount of previous customer orders (with order status: Complete) is greater than or equal to the assigned Conditional Value.
    • Limited by Shopping Cart Sub Total Amount
      • Less Than or Equal: Discount will be applied if the shopping cart subtotal is less than or equal to the assigned Conditional Value.
      • Equal: Discount will be applied if the shopping cart subtotal is exactly equal to the assigned Conditional Value.
      • Greater Than Or Equal: Discount will be applied if the shopping cart subtotal is greater than or equal to the assigned Conditional Value.
  • According to the Quantifier Type assigned:
    • For Limited By Products and Limited By Customer Quantifier Types, select the desired set of data in the Dynamic Data Source drop down.
      • Dynamic Data Sources must be created prior, to apply it to Discount requirements. The options available in the dropdown will be Dynamic Data Sources with the entity type that matches the assigned Quantifier Type.
    • For the following Quantifier Types, the Conditional Value must be assigned.
      • Limited by Customer Total Orders Count
      • Limited by Shopping Cart Items Count
      • Limited by Customer Total Orders Amount
      • Limited by Shopping Cart Sub Total Amount
• Select Save to add the requirement to the discount.

Common types of discounts

Black Friday sale

Black Friday is always the day after Thanksgiving. It's quite a common discount campaign; almost every online store has a Black Friday sale.

• Name — you can enter any name; it's internal only.

• Discount type — here, it's Assigned to subtotal type when a discount is applied to the entire order amount before all the fees are added (like shipping fee and taxes). It's relevant here because we want all the products in the cart to be discounted.

• We can apply the discount in % or just enter the amount in the chosen currency. We have 10% here.

• The Maximum discount amount can also be limited, so even if the total cost of products in the cart is $300, a customer will only have a $10 discount anyway.

• This discount will require a Coupon code. You can apply discounts without entering coupon codes, but it's not recommended considering marketing purposes. Coupon codes allow you to check campaigns' results.

• Discounts are often time-based. Here, we entered Black Friday weekend dates in the Start date and End date fields.

• Cumulative with other discounts option allows customers to use several discounts at the same time.

• The last setting is for Discount limitation usage. For instance, this discount can be applied once per customer.

Buy one item and get 50% off the second

Often, you need to sell more items of a certain product. In this case, to encourage your customers to buy several items, you can offer them a discount. Let's see how to use the discount "Buy one item and get 50% off the second" in your Concerto Commerce store.

• The Discount type is Assigned to products. In the Applied to products panel, you can add them; here, it will be an "air filter."

• We want our customers to get a 50% discount on the 2nd air filter.

• This discount can be used once per customer, so the Maximum discounted quantity is 1.

• You can set up requirements for the product quantity in the Requirements panel. Add a requirement type Customer has all of these products and add an air filter with a quantity 2. 

You can use this scenario to set up another popular discount, "Buy one and get the second for free," if you set up a 100% discount.