Discounts Module
The Discounts Module has combined the Web Discounts, Free Shipping, and Coupons areas of the site into one convenient area to handle all 3 of those features.
To access the Discounts module, select Site Manager > Discounts while logged in as an admin.
You must be a SuperAdmin or an Admin with the Content Area role to create\edit\delete web discounts.
Note: This documentation is in the process of being edited as we make final changes to the Discounts area.
Web Discount, Free Shipping, and Coupon Migration
If it is the first time visiting the new Discounts area, you may be prompted with a Migration Notification Message for either Web Discounts, Free Shipping, or Coupons (see below).
By selecting the "Migrate" blue button that is presented, you can quickly migrate all of the already established Discounts from the old WebAlliance Discount tools to the new Discounts area.
Discounts Dashboard
1. The Overview tab shows an overall summary of your currently configured Discounts.
2. The Settings tab shows all of the available settings that can be toggled within the Discounts Module.
3. The "Search" button allows an Admin to filter their Discounts if desired.
4. The "New Discount" button starts the process of getting a Discount created.
5. The "+ Add Filter" option lets you narrow down the results as you see fit.
6. The Discounts listed in the dashboard have a checkbox, to allow for enabling / disabling Discounts in bulk if desired.
Creating a New Discount
After clicking the green "+ New Discount" button, you will be presented with a Configuration Wizard menu that allows you to select a Discount Type for configuration. Clicking a tile in the menu will start a configuration wizard to assist in creating Free Shipping, Coupons, or Web Discounts.
Creating a Discount (Coupon) Example
As an example, we will provide the steps necessary to create an "Item Percent Off" Coupon Discount.
After you have clicked the Tile of the Discount you'd like to create, you will be prompted with some steps to help create the Discount.
- Enter in the percentage you'd like to use for the Discount.
- Select the Appropriate field your Discount is based on.
- Determine whether or not the discount will have a minimum item price.
- Select whether the Discount will apply to In Stock Items Only (at any location).
- Select whether the Discount needs a minimum purchase quantity.
- Select whether the Discount will apply to Stockable Items Only (at any location).
- Enter the ERP Import Code that will be used when the Order is imported into your ERP. The ERP Import Code is a unique part number that you'll need to set up in your ERP. This Part Number can potentially import with a negative dollar amount, so it needs to be configured in the ERP to allow that. The order import could fail for any cart containing this coupon if it is not configured correctly.
- Click "Finish" to create your Discount.
Configuration details and the ability to import the coupon item is ERP dependent.
In P21, be sure to select "Other Charge" when setting up the item. This will allow it to import with a negative dollar amount as necessary.
In TrulinX, the item type has to be set to "Intangible". This will allow it to import with a negative dollar amount as necessary.
If you are setting up a Coupon and would like to use more than one Class Value that represents items that are applicable for the coupon, you can do so by separating the values with a comma. See screenshot below.
If you have any questions at all configuring a Discount, please contact Aldrich Web Solutions for assistance.