Page status: Up to date | Application version: From 1.3.5.3

Edit global discount

To edit a global discount you must be in Global discounts list page. Click Global discounts option from Add-ons section in left side menu. Choose the global discount you want to edit from the discounts listing and click the blue edit icon button (last icon on discount line).
The Edit global discount window will open.
If you create a new discount, the Edit global discount window will open automatically after the discount is created. (See Create new discount)

All field in this area are automatically saved once you leave the field. No saving required before closing the window.
The saved fields will turn light green background.
Any error in saving a field will be marked by a light red background. Check the content of that field (red field) and alter it if necessary.

The flexibility of global discounts is endless. Pay attention to not apply more than one discount at a time.

If you create here an global discount, you have to advertise it through the website. You have to let people know about the existence of your discount and its conditions. The announcements or sliders will come handy to do that.


Window name

The window name is an informative field. It will tell you where you are. In this case is the Edit global discount and follow the id no. of the current discount.


Basic info area

Name

The Name field is referring to the name of your discount. It is a mandatory field.
This name is to help you quickly identify the global discount into listing. It is be used in search.
It will not be shown in FRONTEND.


Name shown in "Order totals"

The Name shown in "Order totals" field is for text which will appear on Orders total where the amount of global discount will be computed and displayed.
If you fail to write what you need to appear in this field, a default Discount will be displayed.
It is recommended to put an detailed description of your discount to allow customers know when the discounts occur.
It is displayed on FRONTEND when user login (customer) and complete an order. If applicable, the global discount will be displayed in totals area on order.

Use same words for Name shown in "Order totals" field as you advertise the current discount.


Apply to

The global discounts can be applied to shipping value or to product value.

You will choose the shipping value if your promotion is about shipping. Examples of such promotions: free shipping Fridays, free shipping for orders over $500, 50% off shipping in Australia, free shipping for period between 1Dec to 15Dec2017

You will choose the product value if your promotion is about discounts on order value. Examples of such promotions: $100 off for orders over $1,000, 10% off for orders over $200 submitted Fridays, 25% off for orders submitted in period between 1Dec to 15Dec2017, $10 off from all orders for US customers, spend between $500 and $1,000 and you save 30%.

This field is an drop-down menu. Just choose if the discount is for shipping or for products. It is mandatory to choose one.

This field will not be displayed in FRONTEND. It is part of discount computation.


For value products between

This field is the value interval for which the current discount is applicable. It is an optional field to be setup. To be clear the value here is the sale (the order total).
You may set only the bottom value alone (first box = the left box). The meaning of this will be: for values over the amount set here, the discount will be applied.
When both values are set, the meaning will be: for orders between first box to second box, the current discount will be applied. As result, you can set different discounts for different sales volume. Examples: the current discount is for sales volume between $500 to $1,000 and a next discount will be for sales from $1,001 to $5,000 and followed by another bigger discount for sales over $5,001.

This field is not displayed in FRONTEND. If applicable, it will be taken in consideration when discount is computed.

The For value products between fields can be used for both shipping and product value discounts.

Note:
To limit the upper value alone (second box = the right box) make no sense from marketing point of you.
This will sound like: for sales up to $1,000 you will get the current discount.

Note:
If any of For value products between fields are zero, will not be considered for current discount.
This will sound like: for sales up to $1,000 you will get the current discount.


Apply to value products Inc. TAX

Use this field only if the previous For value products between was set. Otherwise this field will be ignored.

When you use set the For value products between next question will be: this value of products is with TAX or TAX exclusive. The Apply to value products Inc. TAX stand for exactly same question.
If the For value products between set previously is referring to value including TAX set the Apply to value products Inc. TAX on YES.
If the For value products between set previously is referring to value exclusive TAX set the Apply to value products Inc. TAX on NO. This is the most common case.

This field will not be displayed in FRONTEND. It is part of discount computation.


Discount area

Value discount is in % (see below)

In Value discount is in % field you need to specify if you want to apply the discount as percentage from sales or you want to deduct a fix value from the sales as discount.

If you choose YES, the discount will be a percentage from sales (total order).
If you choose NO, the discount will be a fix amount deducted from sales (total order).

This field is mandatory and will be considered in discount computation.


Value discount

The Value discount field is linked with the previous one.
If the Value discount is in %is set YES, then the Value discount is an percentage.
If the Value discount is in %is set NO, then the Value discount is an amount.

This field is mandatory. It is the actual amount discounted.


Area where you set when the discount is available

Apply on sales done only

In Apply on sales done only field you can restrict the discount to be applied only in a certain day of the week.
Check the box corresponding the day of the week you want to apply the current discount.

This field is optional. If you do not want to restrict the current discount to a day of the week, leave the check boxes empty.

You can use multiple selections. All the checked boxes will be considered to apply the discount. All empty check boxes (unchecked boxes) will be ignored when applied the current discount.

This field is optional and will be considered in discount computation if applicable.


Apply on sales done between

In Apply on sales done between field you can set a date interval between which the current discount is applied. Within interval set the discount will be applied. When the date is outside of interval set, the discount will not be applied anymore.

This option allows you to plan in future your discounts. You set it in advance and when the From date become the current date, the discount will be applied. Accordingly, after the To date, the discount will be stopped.

These fields are optional and will be considered in discount computation if applicable.

You can set the From date and To date fields independently.
If only From date field is set, the discount will start with date set and will be running indefinitely.
If only the To date field is set, the discount will start from this moment up to date set.
If none of the From date and To date fields is set, the discount will be available from now and will run indefinitely or up to the point you stop it manually: disable or delete it.


Area where you set countries where the discount is available

Valid only if shipping address in

You can set your global discounts to be available only if sale is made within a certain country or countries.

When a customer chose or input the shipping address outside of the country or countries where the current discount is available, for this customer the discount will not be applied.

If no country is set for current discount, means all customers will benefit of current discount, no matter the shipping country.

If you check any of the check boxes, than the current discount is applied only for customer with shipping address in one of the countries with box checked.

Make a multiple selection by checking the box for the countries you want to apply the current discount.

For all unchecked countries, the current discount will not apply.

If you do not need any country restriction, do not select anything. The Area where you set countries where the discount is available fields are optional. If nothing is selected, the current global discount will ignore this section.

The countries restrictions are advertised on the bottom of shopping cart under totals area.


Area where the subjects of discount are set

Apply only to price levels

In case you are working with prices levels, Apply only to price levels area is mandatory to specify to which price level the current discount is applied.
Check all applicable prices levels the current discount is set for. You can have multiple selections or check only one level.
The unchecked prices levels will be ignored from current discount.

If the current discount is applied for any other then Retail price level, only log in customers with corresponding price level will see and benefit from current discount.

In case you need to have different amounts of percentages discounted for different price levels, you need to create one global discount for each discounted price level.

Note:
When you work with multiple level of prices is mandatory to check the level for which the current discount is applied.
If none of price levels is checked, the discount will not be apply to any of your customers.

Note:
If you do not have setup multiple level of prices this section is not displayed.
All your global discounts will be applied to consumers (retail).


Discount status area

Enabled

The Enabled field refers to the status of current discount. Its effect is instant.
Only enabled discounts are taken in consideration (are active). If the discount is disabled it will be ignored till is made enabled.
You can make disable a discount for different reasons like: not finalized setting the discount, keep the discount for a future day without setting the Apply on sales done between: From date, discontinued an discount which you intend to re-use, stop the discount for the moment without losing any of its details.

To enable a discount just choose the YES radio button.
To disable the discount choose the NO radio button.


Show order

The Show order field is to order your discounts based on this field.

If by chance you have created more than one global discount for same type of discount (see the two possible types: product value and shipping value) and same price level and all enabled, only one (the fist) discount will be considered. The system will be able to recognize the human error: it is not intended to use discount on top to another discount. If you complete the Show order field, the first discount will be the discount with the smaller show number. In case you ignore the Show order field, the first record in list is not controlled by you.

It is recommended to input the Show order. Not mandatory though.

Note:
Make disable the global discounts which are doubled. They refer to same discount type and same price level.


Delete

Delete button will delete the current global discount without asking you to confirm. The Global discount will disappear. Just create a new one from scratch to replace the deleted one.
The red Delete button is placed at the bottom of Edit global discount window.


Close

Close button will close the Edit global discount window and you will be landing on global discount list.
You can close this window at any time as all data is already saved for you in the moment you leave a field.
You have two close buttons, use the one convenient for you:
- one is on top right corner of the Edit global discount window on same line with the window name
- one blue Close button on bottom right corner

On this page

Snapshots / images

Edit global discount

Edit global discount

Once you click OK button on New global discount window, the discount was created. The Edit global discount window will automatically open to allow you to setup the new added discount.

Global discount error

Global discount error

When a field has a wrong input, an error message will be displayed. Click OK button or close that message box and follow the message instruction. Refresh the page and try again.

Edit global discount for prices levels

Edit global discount for prices levels

In case you have prices levels, you need to specify the price level to which you apply the discount.

Global discounts in shopping cart

Global discounts in shopping cart

The global discounts are advertised on shopping cart.

Global discounts in order totals

Global discounts in order totals

All global discounts appear in order totals (all discounts available at the moment the order is ready to submit).
Every time an un-submitted order is open, the totals are re-computed based on all variables from stock availability to discounts availability. After the order is submitted is the moment when all details will be frozen.

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