Discounts and surcharges

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DiscountYou can find the module Discounts / Surcharges at Marketing > Discounts / Surcharges.

If Discounts / Surcharges is not displayed in the menu, first adjust the user level to Advanced, at Settings > User experience level.

This module has lots of features and possible settings, it can take some time to understand everything. Experiment and always test your setup with a test order.

Product management
Product discounts can be set here, such as old price, volume discounts and separate prices for customer groups.
Discounts / Surcharges module
Use this module for discounts and surcharges based on the complete order.

Discounts, surcharges and conditions

  • A fixed discount or surcharge amount
  • A percentage discount or surcharge
  • Free shipping
  • Gift products

Possible conditions to obtain a discount or surcharge:

  • If a certain number of products is ordered
  • If a certain amount is purchased (sum of all products without discounts)
  • If the purchase amount is less than a certain amount (sum of all products without discounts)
  • When entering a coupon code (coupon code can be reused)
  • When entering a one time (unique) coupon code (coupon code can be used only once per customer account)
  • When ordering products from a particular category
  • For customers in a particular customer group
  • For a second order
  • Starting from the second order
  • For the total amount of all orders (coupon or discount card)
  • When choosing a certain payment method
  • When choosing a certain shipping method
  • When choosing a country or region for shipping

Discount module screenshot

If the prices in the shop are VAT included, the discount is calculated on the total amount of products with VAT included.

If the prices in the shop are VAT excluded, the discount is calculated on the total amount of products VAT excluded.

If your shop is available in multiple currencies, the amount of discounts and the amount of conditions will automatically be calculated at the current exchange rates.

VAT rates can be set at Settings > Invoices.
Currencies can be set at Settings > Shop settings.

You can set up to 3 conditions for each discount. You can also set the discount or surcharge without conditions. The conditions Coupon code, Customer group, Total amount of all orders equal or greater, Second order and Starting from second order are only applicable for customers with an account. The condition Total amount of all orders equal or greater can be combined with Unique coupon code, unless you want the discount to be active with every order.

Examples

Giving a discount starting from a certain purchase amount

  • Select Fixed amount discount / surcharge
  • Enter the discount amount
  • Click New condition
  • Select Total order amount equal or greater
  • Enter the minimum purchase amount
  • Click Save

Free shipping if ordering 5 products and in France

  • Select Free shipping
  • Click New condition
  • Select Number of products
  • Specify the minimum number of products that must be purchased
  • Click New condition
  • Select Shipping country or region
  • Select the country for which you will offer free shipping
  • Click Save

Discount on a category

  • Select Discount / surcharge percent and set the percentage
  • Click New condition and choose Category
  • Select the desired category and save

Discount on some products

  • Create a new category Discount category and make it invisible
  • Create a new discount Discount / surcharge percent and set the percentage
  • Click New condition and choose Category
  • Select Discount category and save
  • At your products, beneath Advanced options you can select Discount category at Category 2

Things to consider when using discounts

Do not add more than 3 discount rules.

The discounts and surcharges module has a lot of features: use it with care. If your discounts and surcharges rules are too complex it will be confusing for your customers and unpredictable what will happen when discount rules and conditions are combined. The number of testing paths becomes too big which makes it impossible for us to offer technical support for combinations of more than 3 discount rules.

  • Support limit: 3 discount rules
  • System limit: 30 discount rules

In order to not limit our customers we allow to add more than 3 discount rules.
Add more than 3 discount rules (technical support does not cover in this situation)

Discounts are automatically accumulated.

Keep in mind that your customers can get multiple discounts.

Discounts are applied only if all conditions are met.

If you just give a discount to customers from the Netherlands, this discount will only be visible when the customer has selected his or her country and not earlier. One time coupon codes are applied only when the customer is logged in. If not logged in, the software can not verify if the coupon code has already been used.

Discounts are calculated on the total amount of your shopping cart.

The discount condition If a certain amount is purchased applies for the total amount of the shopping cart. Cumulative discounts can reduce the total amount, but the condition will apply for the amount of the shopping cart.

Discounts with the condition For products from a certain category will be calculated on the total amount of the products in this category.

Removing a discount or surcharge

Delete productAfter adding discounts and surcharges you will see a list of all your discount and surcharge rules.

Click the Delete icon to remove a discount or surcharge.

Possible Problems

My customers can not enter a coupon code
In order to use a one time coupon code, your customer must first log in before he or she can enter the coupon code. Otherwise it can not be verified whether the coupon code has been used previously. The checkout procedure should not be set to "Guest", otherwise the customer can not log in.
The one time coupon code is not accepted
Make sure the customer is logged in and the code has not already been used. If another discount code is active, the input field for a coupon code will already be displayed in the shopping cart. At that time, the customer is not logged in yet. This can be confusing, so do not use a combination of these two types of coupon codes.
The discount on a main category does not work on the subcategories
Discounts on a main category do not apply to its subcategories. This allows you to set a discount for the main category and another discount for the subcategory simultaneously without the discounts affecting each other.
The discount on a category is calculated multiple times
You can add a product to multiple categories. If you add a product multiple times to the same category, the discount will be calculated multiple times.
The final amount of the order is incorrect
Avoid complex discount structures, preferably do not add more than 3 discount rules. This prevents an unwanted discount or surcharge to be added to an order.
The discount is not applied to Guest checkout
For these conditions, your customer needs an Account in order to determine whether the condition is reached:
- When entering a unique coupon code
- For customers in a particular customer group
- For discounts or surcharges for the second order
- For discounts or surcharges starting from the second order
- For discounts or surcharges for the total amount of all orders (coupon card)

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